Smartsheet forms

sahilhq · 02/14/20

Hi,

On a daily basis I fill a Smartsheet form, i.e. load 10+ entries at a time. Is there a way to raise several entries using the form in a batch, to save keep repeating the same standard information (name, email, etc.)?

Andrée Starå · 02/14/20

Hi Sahil,

I’ve created a two form solution where you add the primary information to the first and when submitted form two loads and that one reloads after each submission.

I then have conditional formatting set up in the sheet to split the different main submissions.

Make sense?

Would that work?

I hope that helps!

Have a fantastic weekend!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

✅Did my post help answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

Andrée Starå · 02/14/20

Hi Sahil,

I’ve created a two form solution where you add the primary information to the first and when submitted form two loads and that one reloads after each submission.

I then have conditional formatting set up in the sheet to split the different main submissions.

Make sense?

Would that work?

I hope that helps!

Have a fantastic weekend!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

✅Did my post help answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

sahilhq · 02/14/20

@Andrée Starå Can we not have just one form? I was looking to get this personalized feature just for me. There are hundreds of more people on this project who use the form but not as much as I do so ideally speaking I would like to stick to having one form for those people and for me as well.

Andrée Starå · 02/14/20

Ok.

You could make a copy of the form and add default values to the form that you use if that's what you mean?

Would that work?

sahilhq · 02/14/20

One of the questions we ask in the form is for people to enter their name and their email address. That will be different for all users. Can I have default values set for myself only in the form while all other users don't see the default values? How do I make a copy of the form?

Andrée Starå · 02/14/20

Yes, you can. See screenshot below.

sahilhq · 02/14/20

Thanks!

Andrée Starå · 02/14/20

Happy to help!

✅Remember! Did my post help answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

Smartsheet forms

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