Can the answers on a form link to a pre-populated row/column?

I have a sheet with pre-populated client names. I have columns with questions that then need to be answered and I have two forms.

I am able to send the forms for completion on the due date, but when they are submitted the details fall to the bottom of my sheet and does not align to the relevant client.

I don't want to use the update automation function as the format and clarity on a form is much better.

Any help is appreciated.

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi@VLD

    I hope you're well and safe!

    If you use a so-called helper sheet with the answers collected in it and have something unique in the form submission, you could connect the submissions with the main sheet using cross-sheet formulas.

    You'd use cross-sheet formulas combined with either a VLOOKUP or INDEX/MATCH structure to connect the sheets, and when you update the source sheet, it will reflect on the destination sheet.

    Would that work/help?

    I hope that helps!

    Be safe, and have a fantastic week!

    Best,

    Andrée Starå| Workflow Consultant / CEO @WORK BOLD

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Ashley, you have perplexed me completely! I have no idea how that happened!<\/p>


<\/p>

Attempt two: can you update your trigger into \"When Rows Are Changed\"<\/p>

\n
\n \n \"image.png\"<\/img><\/a>\n <\/div>\n<\/div>\n

Then, delete all of these erroneous rows and hit save.<\/p>

Finally, add \"No Show\" into like three rows. Save your sheet, and reload (automation takes a second to run completely). <\/p>

Is your \"Attendance\" column set up as a dropdown or as a text?<\/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":[]},{"discussionID":112207,"type":"question","name":"access to sheet","excerpt":"I want specific fields but I don't want a link to the sheet.... If someone has the link to the sheet would they even be able to access it?","snippet":"I want specific fields but I don't want a link to the sheet.... If someone has the link to the sheet would they even be able to access it?","categoryID":321,"dateInserted":"2023-10-26T15:25:53+00:00","dateUpdated":null,"dateLastComment":"2023-10-26T16:09:50+00:00","insertUserID":166642,"insertUser":{"userID":166642,"name":"JenaW","url":"https:\/\/community.smartsheet.com\/profile\/JenaW","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-10-26T17:45:01+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":142964,"lastUser":{"userID":142964,"name":"Ray Lindstrom","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Ray%20Lindstrom","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/5Y0KP6UKIBTU\/nY3615V0DPRZV.jpg","dateLastActive":"2023-10-26T16:55:30+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":33,"score":null,"hot":3396672343,"url":"https:\/\/community.smartsheet.com\/discussion\/112207\/access-to-sheet","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/112207\/access-to-sheet","format":"Rich","lastPost":{"discussionID":112207,"commentID":401859,"name":"Re: access to sheet","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/401859#Comment_401859","dateInserted":"2023-10-26T16:09:50+00:00","insertUserID":142964,"insertUser":{"userID":142964,"name":"Ray Lindstrom","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Ray%20Lindstrom","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/5Y0KP6UKIBTU\/nY3615V0DPRZV.jpg","dateLastActive":"2023-10-26T16:55:30+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,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/GCNDC3R4VSAE\/h.png","urlSrcSet":{"10":"https:\/\/us.v-cdn.net\/cdn-cgi\/image\/fit=scale-down,width=10\/https:\/\/us.v-cdn.net\/6031209\/uploads\/GCNDC3R4VSAE\/h.png","300":"https:\/\/us.v-cdn.net\/cdn-cgi\/image\/fit=scale-down,width=300\/https:\/\/us.v-cdn.net\/6031209\/uploads\/GCNDC3R4VSAE\/h.png","800":"https:\/\/us.v-cdn.net\/cdn-cgi\/image\/fit=scale-down,width=800\/https:\/\/us.v-cdn.net\/6031209\/uploads\/GCNDC3R4VSAE\/h.png","1200":"https:\/\/us.v-cdn.net\/cdn-cgi\/image\/fit=scale-down,width=1200\/https:\/\/us.v-cdn.net\/6031209\/uploads\/GCNDC3R4VSAE\/h.png","1600":"https:\/\/us.v-cdn.net\/cdn-cgi\/image\/fit=scale-down,width=1600\/https:\/\/us.v-cdn.net\/6031209\/uploads\/GCNDC3R4VSAE\/h.png"},"alt":"h.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-10-26T16:01:38+00:00","dateAnswered":"2023-10-26T15:58:49+00:00","acceptedAnswers":[{"commentID":401852,"body":"

Hi @JenaW<\/a>,<\/p>

You have the option of using \"Message only\", and then displaying your two fields within the message using double curly brackets like this:<\/p>

The tradeshow named {{Association\/Tradeshow Name}} will be held on {{Tradeshow Date}}.<\/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":[]},{"discussionID":112167,"type":"question","name":"After approval, update request","excerpt":"1 week after approval, I need an update request to go out. Is that possible? How can this automation be set up?","snippet":"1 week after approval, I need an update request to go out. Is that possible? How can this automation be set up?","categoryID":321,"dateInserted":"2023-10-25T21:01:48+00:00","dateUpdated":null,"dateLastComment":"2023-10-26T14:47:56+00:00","insertUserID":166642,"insertUser":{"userID":166642,"name":"JenaW","url":"https:\/\/community.smartsheet.com\/profile\/JenaW","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-10-26T17:45:01+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":166642,"lastUser":{"userID":166642,"name":"JenaW","url":"https:\/\/community.smartsheet.com\/profile\/JenaW","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-10-26T17:45:01+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":4,"countViews":35,"score":null,"hot":3396601784,"url":"https:\/\/community.smartsheet.com\/discussion\/112167\/after-approval-update-request","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/112167\/after-approval-update-request","format":"Rich","lastPost":{"discussionID":112167,"commentID":401829,"name":"Re: After approval, update request","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/401829#Comment_401829","dateInserted":"2023-10-26T14:47:56+00:00","insertUserID":166642,"insertUser":{"userID":166642,"name":"JenaW","url":"https:\/\/community.smartsheet.com\/profile\/JenaW","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-10-26T17:45:01+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":"2023-10-26T21:35:00+00:00","dateAnswered":"2023-10-26T14:42:15+00:00","acceptedAnswers":[{"commentID":401825,"body":"

@JenaW<\/a> <\/p>

\n
\n \n \"image.png\"<\/img><\/a>\n <\/div>\n<\/div>\n
\n
\n \n \"image.png\"<\/img><\/a>\n <\/div>\n<\/div>\n


<\/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":[]}],"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":5203,"limit":3},"title":"Trending in Smartsheet Basics","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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