If a checkbox is clicked on a form, can a field populate from previous data?

Hello,

I have a form where the user would enter a Contact 1 name and Contact 1 email. Then a bit later there are fields for Person A name and Person A email. Often Contact 1 and Person A would be the same information (but not always).

Currently in an Acrobat form, there's an option for "Person A (check box if same as Contact 1)" then Person A's name and email autofill. Is there a way to do the same thing on the Smartsheet form? Logic seems to only work for hiding and showing fields.

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi@AKunce

    I hope you're well and safe!

    Unfortunately, it's not possible now, but it's an excellent idea!

    Please submit this as a Product Feedback or Idea(If it hasn't been added already)when you have a moment.

    Here's a possible workaround or workarounds

    • We could add it after submission in the sheet instead

    Would that work/help?

    I hope that helps!

    Be safe, and have a fantastic weekend!

    Best,

    Andrée Starå| Workflow Consultant / CEO @WORK BOLD

    了我的帖子(s)帮助或回答你吗r question or solve your problem? Please support the Community bymarking 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!

    SMARTSHEET EXPERT CONSULTANT & PARTNER

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  • ker9
    ker9 ✭✭✭✭✭✭

    Hi@AKunce

    I think you might need to setup an additional column to make this work although someone else may have a better idea.

    Option 1: presume that if the checkbox is checked and Person A is blank, then use Contact 1. I don't know how you are ultimately using your data so you may need to go to option two.

    Option 2: use add a helper column to combine the data. In your helper column you would have a formula that would look at the checkbox and if it is checked, get Contact 1 name, otherwise get Person A name.

    Hope this helps!

Fixed, needed to add \"Value\" before the formula to remove the apostrophe.<\/p>


<\/p>

=VALUE(IFERROR(JOIN(DISTINCT(COLLECT([Customer PO Amount (USD)]@row:[Customer PO Amount (Local Currency)]@row, [Customer PO Amount (USD)]@row:[Customer PO Amount (Local Currency)]@row, <>\"\"))), \" \"))<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":254,"urlcode":"formulas","name":"Formulas"}]},{"discussionID":109460,"type":"question","name":"IF \/ OR formula then Check a Box","excerpt":"I need a formula that IF a specific column has either 1 of 2 specific choices, then a BOX in another column is checked: =IF(([Study Status]@row = \"Active\/ Open to Accrual\", 1) OR([Study Status]@row = \"In Start-Up\", 1))","snippet":"I need a formula that IF a specific column has either 1 of 2 specific choices, then a BOX in another column is checked: =IF(([Study Status]@row = \"Active\/ Open to Accrual\", 1)…","categoryID":321,"dateInserted":"2023-08-25T13:30:39+00:00","dateUpdated":null,"dateLastComment":"2023-08-25T16:21:27+00:00","insertUserID":9250,"insertUser":{"userID":9250,"name":"Susan Swisher","url":"https:\/\/community.smartsheet.com\/profile\/Susan%20Swisher","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-25T16:23:49+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"},"updateUserID":null,"lastUserID":161714,"lastUser":{"userID":161714,"name":"Carson Penticuff","url":"https:\/\/community.smartsheet.com\/profile\/Carson%20Penticuff","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/B0Q390EZX8XK\/nBGT0U1689CN6.jpg","dateLastActive":"2023-08-27T02:16:35+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":9,"countViews":46,"score":null,"hot":3385956126,"url":"https:\/\/community.smartsheet.com\/discussion\/109460\/if-or-formula-then-check-a-box","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/109460\/if-or-formula-then-check-a-box","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":109460,"commentID":392616,"name":"Re: IF \/ OR formula then Check a Box","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/392616#Comment_392616","dateInserted":"2023-08-25T16:21:27+00:00","insertUserID":161714,"insertUser":{"userID":161714,"name":"Carson Penticuff","url":"https:\/\/community.smartsheet.com\/profile\/Carson%20Penticuff","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/B0Q390EZX8XK\/nBGT0U1689CN6.jpg","dateLastActive":"2023-08-27T02:16:35+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-25T15:13:03+00:00","dateAnswered":"2023-08-25T14:14:39+00:00","acceptedAnswers":[{"commentID":392575,"body":"

Give this a try:<\/p>

=IF(OR([Study Status]@row = \"Active\/Open to Accrual\", [Study Status]@row = \"In Start-Up\"), 1)<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":254,"urlcode":"formulas","name":"Formulas"}]},{"discussionID":109457,"type":"question","name":"Conditional Formatting (modified date not in the last 3 weeks)","excerpt":"I would like to use Conditional Formatting (highlight the entire row yellow) if the modified date is not within the last 3 weeks. So any row that has not been recently updated (last 3 weeks) should be highlighted in yellow. Is this spmething that can be done directly within conditional formatting or should I first create a…","snippet":"I would like to use Conditional Formatting (highlight the entire row yellow) if the modified date is not within the last 3 weeks. So any row that has not been recently updated…","categoryID":321,"dateInserted":"2023-08-25T12:33:14+00:00","dateUpdated":null,"dateLastComment":"2023-08-25T12:40:57+00:00","insertUserID":161267,"insertUser":{"userID":161267,"name":"Jef Snyders","title":"Jef Snyders","url":"https:\/\/community.smartsheet.com\/profile\/Jef%20Snyders","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/4HJAEW33KBD0\/nXEKEZE5EQEV4.jpg","dateLastActive":"2023-08-25T13:32:31+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":161267,"lastUser":{"userID":161267,"name":"Jef Snyders","title":"Jef Snyders","url":"https:\/\/community.smartsheet.com\/profile\/Jef%20Snyders","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/4HJAEW33KBD0\/nXEKEZE5EQEV4.jpg","dateLastActive":"2023-08-25T13:32:31+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":26,"score":null,"hot":3385935251,"url":"https:\/\/community.smartsheet.com\/discussion\/109457\/conditional-formatting-modified-date-not-in-the-last-3-weeks","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/109457\/conditional-formatting-modified-date-not-in-the-last-3-weeks","format":"Rich","tagIDs":[437],"lastPost":{"discussionID":109457,"commentID":392553,"name":"Re: Conditional Formatting (modified date not in the last 3 weeks)","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/392553#Comment_392553","dateInserted":"2023-08-25T12:40:57+00:00","insertUserID":161267,"insertUser":{"userID":161267,"name":"Jef Snyders","title":"Jef Snyders","url":"https:\/\/community.smartsheet.com\/profile\/Jef%20Snyders","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/4HJAEW33KBD0\/nXEKEZE5EQEV4.jpg","dateLastActive":"2023-08-25T13:32:31+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-25T12:40:09+00:00","dateAnswered":"2023-08-25T12:37:47+00:00","acceptedAnswers":[{"commentID":392551,"body":"

There is no direct way to do this. Adding a checkbox helper column with something similar to this and then formatting based on the checkbox is the simplest way. You can even hide the extra column, as there is no reason for it to be visible.<\/p>

=IF([Modified Date]@row < TODAY(-21), 1, 0)<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":437,"urlcode":"conditional-formatting","name":"Conditional Formatting"}]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&categoryID=321&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&sort=-hot&limit=3&expand%5B0%5D=all&expand%5B1%5D=-body&expand%5B2%5D=insertUser&expand%5B3%5D=lastUser&status=accepted","prevURL":null,"currentPage":1,"total":4991,"limit":3},"title":"Trending in Smartsheet Basics","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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