Project request intake with multiple deliverables
Hi there,
I'm fairly new to Smartsheet so trying to figure things out. I have a need for a customer project request intake form. Where the customer fills out the form with information pertaining to their project (Project Name, Type of Deliverables (multi-select), and description for each deliverable (either I need one large text box for the number of 'types' selected OR I need the ability to have a repeating section (a text box, and they can click "Add another deliverable" to add another box). I used to be able to do this in InfoPath, but our company switched to other products so I can't use it.
I was wondering if there's any good examples or best practices or ideas on setting something like this up?
I would also, if possible, have separate intake sheet and project tracking sheet. (i.e. when someone submits a request, a manager approves the request, and then copies that request to the Project tracking sheet - but only the relevant columns).
Answers
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How many different types of deliverables do you have?
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About 10 different types. And people can have as many of each type as they want.
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Hi @JPJPJP
I hope you're well and safe!
Please have a look at my post below with a method I developed.
More info:
Would that work/help?
I hope that helps!
Be safe and have a fantastic weekend!
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'm not sure the poster is looking to lock in data.
@JPJPJP I would suggest a separate column for each deliverable description. Then you would include all of these description fields in the form but use conditional logic to only display the description fields for those deliverables that are selected.
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Sorry about that! It's the summer heat! Haha!
This is the solution that I wanted to share.
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?
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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Thank you, Paul! You're correct. That's actually what I was trying last night, and seems to work. It's just a bit annoying, because I don't want these long descriptions for each deliverable type in my cleanly formatted project tracker sheet. I would love if I can have one 'intake' sheet and one 'tracker' sheet, but they currently don't allow copying select cells (or common columns), they only allow copying full rows so it would add the intake rows into my tracker. So there's really no point in having 2 sheets in that case.
I might have to stick to this solution for now. Thank you!
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No worries! Lol.... I'd love to see this solution if you're willing to share it. The more inspiration the better!
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I'd be happy to share an example.
Please send me an email at andree@workbold.com, and I'll share it with you.
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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