Using forms and multiple rows

Shane Burdon
edited 04/22/21 in Smartsheet Basics

Hello,

I have created a form for my team to enter data to populate on a master sheet. We will have multiple part#'s and QTY's per request, however, I cannot find a way to have forms split those into separate rows.

Is there a way to have a form submission separate by line in the form to a separate row in the sheet?

Answers

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭

    There currently is not a way to do this easily. Making it happen gets extremely complex and bulky depending on how many different part #s you can have in a single entry.


    My suggestion would be to have only a single part #/qty per form submission and have the form reload after submission so that users can quickly enter multiple forms in a short amount of time.

    thinkspi.com

  • Hmm ok. Yeah i'm hoping to not have to have the team do separate submissions. We are typically getting the part#'s and qty's via email and hoping to do a quick cut and paste from email to form.

    Would love to just have the team add directly to sheet, but since you cannot see live updates (without refreshing) having multiple people in the same sheet adding rows at the same time is not possible. Unless of course there is a way that I have not stumbled upon.

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi @Shane Burdon

    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: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Hi @Andrée Starå

    I am well. Hope you are as well!

    Yes, I think that may solve my issue! Would you be so kind to share with me?

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    @Shane Burdon

    Excellent, and yes, I am too!

    I'd be happy to share an example. 

    Please send me an email at [email protected], and I'll share it with you.

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected]kbold.com | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • @Andrée Starå is there a way you can post the solution, I have the same question?

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    @Jillian Hodges

    I'd be happy to share an example. 

    Please send me an email at [email protected], and I'll share it with you.

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • @Andrée Starå is there a way you can post the solution, I have the same question?

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    @Andre Jackson

    I'd be happy to share an example. 

    Please send me an email at [email protected], and I'll share it with you.

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Hi Andree, I have also sent you an email. I also need a solution to add multiple rows for the same form if multiple months are chosen. The only changing variable in the row would be the month. Please let me know your thoughts.

  • This is the biggest complaint my team has with Smartsheet. I expect we will have to move to a new tool that gives our developers actual control over the system.


    Anyone still dealing with this problem should consider a different tool, or if you're forced to use Smartsheet I recommend doing the work using visual basic and excel, then simply importing the data. You'll save yourself a few days worth of work trying to use the horribly implemented workflows.