Pre-populate a form

@liz.mayeux

I'd be happy to share an example. 

Please send me an email at andree@workbold.com, and I'll share it with you.

Hi @Andrew Stewart ,

I am using your idea of creating a URL based on the content of cells in my sheet, however, when I try to add another field from the webform to be prefilled by using "&", the link stops becoming a link. Any ideas???

I'm wanting to auto-populate a Project ID Number into a Customer Service Feedback FORM (so the feedback can be traced back to the project - seems like an obvious need).

I've gotten as far as understanding that I should edit the Customer Feedback form link to include a Query (right?)

Step 1. Project Request GRID is populated via a Project Request intake FORM, a Project ID # is autonumbered

Step 2. Project intake GRID includes a WORKFLOW with a trigger to send customer a Customer Feedback FORM (Smartsheet FORM) to the customer once a project is "closed".

I would really like the Project ID # to autopopulate in the Customer Feedback FROM. Even better would be to have the project name to autopopulate (but willing to settle for Project ID).

Step 3. Edit Customer Feedback Survey (Smartsheet Form) URL to include Query?

Does the URL look something like this:

https://app.smartsheet.com/b/form/3d74ce11dc9645fb8b5fb8bd952e9e19?Project%20ID=”+[Project%20ID]@row+”

Where does this edited URL go? Do I somehow edit the Customer Feedback FORM URL?

Hoping there is a viking somewhere in the community who can point me to Vahala

Does the 2nd form have to be filled out right away?

I've been successful with INDEX/MATCH or Datamesh for intake sheet A to intake sheet B entries. This is done by creating a unique for the sheet A that will allow for fields to be autofilled onto sheet B.

For example:

Requestor enters information into Sheet A's form and submits

New line is created w/ an autofill numbering created by SS

Alert email is forwarded to the requestor noting the unique autofill identifier

Sheet B form includes the field for the identifier and the questions for that particular sheet

Sheet B form is submitted

SS then "fills in the blanks" using the INDEX/MATCH or datamesh tool for the fields that are shared between the 2 sheets.

Another option would be to use datashuttle to create the new lines in Sheet B after Sheet A is submitted. This is the work around used so you don't have to "move" the line to the new sheet because you can be more selective for the type of information you want to share between the sheets. This would still require an alert email to be sent to the requestor but you can ask them to make the updates from their email vs. creating a different form.