Quick Auto Pop-Up Form As Part of an Automation

Clark Draffin · 10/05/20

We have a sheet where all our RFQ's are entered.

I have created an automation where as soon as the Status of the RFQ is changed to Sent it automatically copies the sheet to a Quote Register /Pipeline.

I wondered if it was possible that as part of the automation, when the status is changed a quick form pops-up where the user who has changed it to sent can fill in things like the Sale Value etc?

Would be very grateful for any help.

Thanks

M Underbrink · 10/05/20

Do you have the dynamic view add-on? That would be best in this situation. You can have the field you want filled out on status change also required, or you can have it show up after they change the status (but wouldn't be able to require it for a subsequent save)

The other way I try to enforce process is to use conditional formatting to turn the cell or row bright Yellow when you have another field that requires data entry. You could set conditional formatting to turn the row bright yellow, and the cell(s) you want filled out bright red when the status value is set to "Sent it", but the Sales value column is blank.

Clark Draffin · 10/05/20

https://community.smartsheet.com/discussion/comment/264851#Comment_264851

Thanks for the response - just not sure what the dynamic view add-on is?

Cheers

M Underbrink · 10/06/20

https://www.smartsheet.com/marketplace/premium-apps/dynamic-view

Quick Auto Pop-Up Form As Part of an Automation

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