Checklist Form to Upload docs to DropBox

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merrily
merrily
edited 12/09/19 in Smartsheet Basics

I have a form to collect data from Property Managers for each of my tenants. Each column is a document with a yes/no that will be checked on the form if the Property Manager uploads the document. Also on the form is a URL to the Dropbox folder where the documents are to be stored. When I trial the form it sends me to the dropbox folder, but doesn't fill out the grid with the yes/no responses manually input by the Prop Mgr.

I am trying to verify that each document type (lease, walk thru, etc) gets uploaded to the proper DropBox folder and that I have a way of tracking which tenants have complete documents on file.

 

Screen Shot 2019-10-17 at 3.23.38 PM.png

Comments

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    Options

    Hi,

    Here are a few options on how to structure it.

    • Open the link to DropBox in another window/tab
    • Fill in the form and then automatically open the DropBox folder
    • Add the form to a dashboard together with the link and fill in and open the link at the same time

    Would any of those options work?

    Hope that helps!

    Have a fantastic weekend!

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

    work-bold

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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