Do I need to create multiple sheets for the same form?

DB393 · 08/16/23

So, I created a sales intake form and created a QR code. This works perfectly.

What I would like to do is use the same form for multiple salespeople (7) so that I can track activity.

I am assuming since the QR code is linked to the URL and that data is being dumped into a specific sheet I would need to create a total of (7) copies and just rename the sheet, then merge them into a master sheet.

I am concerned about potential duping contacts and since I have every new lead tied to a custom prospect id (xyz00001) having the proper logic tied so that each leads prospect id is in consecutive order.

Does anyone have any creative ways around this or am I stuck with creating 7 copies of the same form to different sheet names and having the prospect ids unique to the salesperson, then creating the logic to delete dups by prospect name and by created time/date.

TIA for your suggestions!

Darren Mullen · 08/16/23

@DB393

Is the issue of tracking which salesperson made the entry? If so, you can set the form so that they have to be logged in, then it will track which email address made each submission. Will that work?

Otherwise, this sounds like a good application for using Appsheet for the form and you should be able to solve your challenges pretty easily. I'm actually working on a template app for people to copy and play around with Appsheet and Smartsheet. Do you happen to be using Google Workspace, by the way?

Now, If you are interested, I'd be willing to discuss if you'd be a good candidate for us to make a simple app together as part of my "Guru Challenge" series.

Drop me a line here if you are interested:

https://smartsheetguru.com/contact

Andrée Starå · 08/16/23

https://community.smartsheet.com/discussion/109057/do-i-need-to-create-multiple-sheets-for-the-same-form

Hi,

I hope you're well and safe!

You could use one form but combine it with the URL-Query feature and have a unique QR code for each salesperson.

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 support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

DB393 · 08/16/23

I think that might work!

?Contact%20Manager=Test%20Manager

How would you work the back end so that the contact manager's name would flow through to the column row?

Example:

Use the URL Query, above once the form is completed the data from the form comes through and the contact manager name gets dumped in the column/row of the lead.

If you could assist me with that piece, I think you might have solved my problem! Thank you!

Andrée Starå · 08/16/23

https://community.smartsheet.com/discussion/comment/391018#Comment_391018

Excellent!

Happy to help!

Do you mean that you want the name of the person who filed the form or the manager for the submitter?

✅Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up/Awesome or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

DB393 · 08/16/23

I just need to make sure that the contact manager's name associated with the URL gets populated in the correct column.

For example, would this URL query automatically populate in the "Contact Manager" column with "Test Manager" in the same row or do I have to add to the string?

?Contact%20Manager=Test%20Manager

DB393 · 08/16/23

@Andrée Starå

I was able to figure it out. I forgot that I needed to include the "Contact Manager" Field in the Form then hide it.

All data was carried over. Sorry for the confusion. Thank you for the assist! :-)

Andrée Starå · 08/16/23

https://community.smartsheet.com/discussion/comment/391025#Comment_391025

No worries! Glad you got it working!

You're more than welcome!

✅Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up/Awesome or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

Do I need to create multiple sheets for the same form?

Answers

Categories