Form to create child rows?
I am new to smartsheet and have found that a form can't be used to auto-generate child rows when a parent is created, BUT can a form be used to directly generate a child row?
For example, I have a sheet with a list of circuits. Currently I have reports that generate from information manually populated as a child rows. That way I can track circuit outages for example.
I would like a form where you picked from a list of existing circuits, then filled out the appropriate information and it would create a new child row under the parent you picked from a list. This sounds way outside smartsheets ability as I'm learning, but thought I would throw it out there. Ultimately I would like to have other employees have the ability to add this information without extensive training and unleashing them on this sheet.
I'm not opposed to using a new sheet, but would still need to somehow pick from a list of circuits in the form.
Best Answer
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Hi @Shane Z.
I hope you're well and safe!
I developed a solution using two forms (or the same form by using conditional logic) that can be used to submit the main information and then the other information on a new row for each submission after the first.
Would that work/help?
I hope that helps!
Be safe and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or 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 EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
Answers
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Hi @Shane Z.
Hope you are fine, unfortunately, when you input your row using the form it will not create a child row
bassam.khalil2009@gmail.com
☑️ Are you satisfied with my answer to your question? Please help the Community by marking it as an ( Accepted Answer), and I will be grateful for your "Vote Up" or "Insightful"
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Hi @Shane Z.
I hope you're well and safe!
I developed a solution using two forms (or the same form by using conditional logic) that can be used to submit the main information and then the other information on a new row for each submission after the first.
Would that work/help?
I hope that helps!
Be safe and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or 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 EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Thanks, I think that might work if I use a new sheet.
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I hope you're well and safe!
I'd be happy to share an example.
Please send me an email at andree@workbold.com, and I'll share it with you.
I hope that helps!
Be safe and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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@Andrée Starå - I am very interested in this solution, too! I sent you a request through the email address you gave here.
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@Andrée Starå - I am very interested in this solution, too! I sent you a request through the email address you gave here. Thanks!
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Hello @Andrée Starå , Are you able to share this solution as well? This may solve a problem for my Marketing Team. Thanks
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Hello @Andrée Starå , Are you able to share this solution as well? This is exactly what we are looking for.
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