Creating Forms
I am trying to create a form where each time I receive information I input it on the form, then send the form to someone else to have more information input on the exact same form. Is this possible?
Best Answer
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@lakshe Yes, this is possible, in a roundabout way.
To do this, you'll want to create a workflow automation that is triggered by adding a new row, which sends an update form to the next user. When creating the automation, you designate which data columns the next user should have on their update form.
Here's a link to some help on working with update requests:
https://help.smartsheet.com/learning-track/smartsheet-intermediate/update-requests
Regards,
Jeff Reisman
Link: Smartsheet Functions Help Pages Link: Smartsheet Formula Error Messages
If my answer helped solve your issue, please mark it as accepted so that other users can find it later. Thanks!
Answers
-
@lakshe Yes, this is possible, in a roundabout way.
To do this, you'll want to create a workflow automation that is triggered by adding a new row, which sends an update form to the next user. When creating the automation, you designate which data columns the next user should have on their update form.
Here's a link to some help on working with update requests:
https://help.smartsheet.com/learning-track/smartsheet-intermediate/update-requests
Regards,
Jeff Reisman
Link: Smartsheet Functions Help Pages Link: Smartsheet Formula Error Messages
If my answer helped solve your issue, please mark it as accepted so that other users can find it later. Thanks!
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