Creating Forms

lakshe

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?

Jeff Reisman

@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

Jeff Reisman

@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