Edit Data on a Form

KatieS3941 · 01/08/22

Hi - what's the best way to find out how to edit the data for a form? Some of our forms are populating incorrectly (Assigned To) but I can't access the original sheet. When I go to "Manage Forms" for the sheet I want, this form doesn't populate.

This gets sent to me weekly from my manager, but the "Assigned To" names are all wrong. I'm trying to figure out how to delete those names and populate the correct names, or else, how to send the correct form.

Thanks!

Andrée Starå · 01/09/22

Hi @KatieS3941

I hope you're well and safe!

You have to locate the sheet the form is connected to and update the Contact List column used in the form.

Make sense?

Did that work/help?

I hope that helps!

Have a fantastic weekend & Happy New Year!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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KatieS3941 · 01/09/22

Hi Andree,

Thank you for your comment, but how do I access it? There's no way to find out (from what I can tell) what sheet it's connected to. I was hoping I was wrong and there's a way to just click...somewhere... and find out what sheet it's connected to so I can make edits.

Genevieve P. · 01/10/22

Hi @KatieS3941

It looks like the form you're referring to is actually an Update Request sent to your email, is that correct?

If so, you should see a link to the sheet in the Email at the very bottom, before you click the "Open Update Form" button.

Screen Shot 2022-01-10 at 2.39.46 PM.png

Cheers,

Genevieve

KatieS3941 · 01/10/22

https://community.smartsheet.com/discussion/comment/315544#Comment_315544

Hi @Genevieve P. ,

Yes, that's what it is, but when I click on that link, the sheet of names provided isn't on the form that's populated. I don't know where this form is coming from. Besides showing up in my email or on my home page. Ideas?

Thanks.

Jeff Reisman · 01/10/22

https://community.smartsheet.com/discussion/comment/315622#Comment_315622

So you don't see an Assigned To column on the sheet? Since it's not your sheet, it's very possible that the column is hidden by the sheet owner or admin. An Update Request can only include data that is on the sheet it's sent from. The properties for the Assigned To column will either show a dropdown list or a Contacts list.

KatieS3941 · 01/10/22

Hi @Jeff Reisman ,

Thanks for your help. There is an Assigned To column, but it doesn't match the names in the sheet. I am an admin on the form and on the sheet, but I'm trying to figure out if there's a way to find the origin for the data on the form. That seems to be the question difficult to answer.

Thanks.

Genevieve P. · 01/11/22

Hi @KatieS3941

The "Assigned To" field in the Update Request Form and the "Assigned To" column in your sheet will be the exact same field - this is where your data is coming from.

Double click on the Assigned To column name to open up the Column Properties. Here you'll see all the different contacts listed in this column to select from.

Screen Shot 2022-01-11 at 9.40.23 AM.png

This is the drop-down list that appears in your Update Request.

Screen Shot 2022-01-11 at 9.42.38 AM.png

However, keep in mind that in an Update Request, users can manually type in a different email than what's in that drop-down list.

If you see contacts in the cells that shouldn't be there and aren't included in Column Properties, right click on the cell to see the Cell History. This will tell you who put that contact in the cell via the Update Request.

Screen Shot 2022-01-11 at 9.43.51 AM.png

For example, even though my options above are Genevieve, Mark, or Antonie, I typed in Eric's email. Eric then appears in my Assigned To column, and the Cell History shows that I was the person to make this update.

Let us know if this helped!

Cheers,

Genevieve

Edit Data on a Form

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