形式: Best practice to reduce columns when using forms with logic

I am setting up an IT ticketing system to replace our aging system. I have a ticketing form set up using logic. In short its

--> Issue or Request

--> Request type select

--> Subtype1

--> Subtype 2

--? etc...

--> Issue type select

etc... all the way down...

As the user makes selections, more options are presented. The interface on the user side is nice and clean, and leads them through the options. However, the sheet side is awful. I already have over 40 columns to collect this information. I then turn around and concatenate all of this information into a single column that looks like this: "Issue: Autocad/Unknown Error"or this"Request: Conf. Room Setup/Tech/Etc..."

But as messy as the sheet is, its much better than having one column with a dropdown list of 250 items.

I think it would be brilliant if the logic allowed you to not only say "display this column", but also control what options in the dropdown list are available. I'll post that in the ideas area.

In the meantime, is there a better way to set up the form and reduce the number of columns?Maybe there is form integration that has better form options... but I would like to stick native Smartsheet if possible.

Best Answer

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭
    Answer ✓

    There is currently no way to achieve this natively within the core product alone. Feel free to browse the Product Ideas tab at the top of this page to look for a similar idea. If someone has already submitted it, feel free to add your vote. If no one has, then you can submit the idea yourself and allow others to add their votes.


    Either way, please don't forget to provide a link to the idea here in this thread so others searching for a similar solution can easily add their votes.


    In the meantime... I am not sure if Google Forms supports that functionality, but I do know it has a pretty easy integration with Smartsheet.

Answers

I would suggest a helper column that uses a nested IF to output which alert should be sent (or blank if no alert is to be sent). Then you can set your automation up to run weekly and use a condition of this helper column being in that particular range.<\/p>

=IF([Expiration Date]<= TODAY(30), \"30 Days\", IF([Expiration Date]@row<= TODAY(60), \"60 Days\", IF([Expiration Date]@row<= TODAY(90), \"90 Days\", IF([Expiration Date]@row<= TODAY(180), \"180 Days\"))))<\/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":110944,"type":"question","name":"Alerts","excerpt":"Hi there, I want to use the trigger and alert to notify someone in the next row when the task above is complete. E.g., if the Status column is changed to Complete in row 3, I want an alert to be sent to the contact in the Assigned To column in row 4. Is that possible? Megan","snippet":"Hi there, I want to use the trigger and alert to notify someone in the next row when the task above is complete. E.g., if the Status column is changed to Complete in row 3, I want…","categoryID":321,"dateInserted":"2023-09-28T18:30:24+00:00","dateUpdated":null,"dateLastComment":"2023-09-29T17:38:02+00:00","insertUserID":167668,"insertUser":{"userID":167668,"name":"mmburns","url":"https:\/\/community.smartsheet.com\/profile\/mmburns","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-09-29T17:38:18+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":167567,"lastUser":{"userID":167567,"name":"dschrimpsher","title":"Enterprise Program Manager","url":"https:\/\/community.smartsheet.com\/profile\/dschrimpsher","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!CSDrwr4e8_o!pFFr6eYKo4I!_leR1jGucXU","dateLastActive":"2023-09-29T18:19:36+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":25,"score":null,"hot":3391936706,"url":"https:\/\/community.smartsheet.com\/discussion\/110944\/alerts","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/110944\/alerts","format":"Rich","lastPost":{"discussionID":110944,"commentID":397720,"name":"Re: Alerts","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/397720#Comment_397720","dateInserted":"2023-09-29T17:38:02+00:00","insertUserID":167567,"insertUser":{"userID":167567,"name":"dschrimpsher","title":"Enterprise Program Manager","url":"https:\/\/community.smartsheet.com\/profile\/dschrimpsher","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!CSDrwr4e8_o!pFFr6eYKo4I!_leR1jGucXU","dateLastActive":"2023-09-29T18:19:36+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":"2023-09-29T17:20:41+00:00","dateAnswered":"2023-09-28T22:57:55+00:00","acceptedAnswers":[{"commentID":397558,"body":"

Hi,<\/p>

You can use checkbox column to trigger the person assigned to in row 4. In row 4 checkbox, use the below formula:<\/p>

=IF(Status3 = \"Complete\", true, false)<\/p>

Thank you,<\/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":110885,"type":"question","name":"MAX COLLECT for dates in a row","excerpt":"I have a certification that requires a few lessons to be fully certified. Each lesson has a completion date in it's own column and a date column for when they become fully certified. So, if there if one training is missing a completion date they are not considered fully certified. My need is to be able to collect the max…","snippet":"I have a certification that requires a few lessons to be fully certified. Each lesson has a completion date in it's own column and a date column for when they become fully…","categoryID":321,"dateInserted":"2023-09-27T20:11:08+00:00","dateUpdated":null,"dateLastComment":"2023-09-28T01:52:58+00:00","insertUserID":120097,"insertUser":{"userID":120097,"name":"Ronald Anderson","url":"https:\/\/community.smartsheet.com\/profile\/Ronald%20Anderson","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/TW6ZN66U6IZH\/nA9VM54512X3E.jpg","dateLastActive":"2023-09-28T20:52:44+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":"2023-09-30T03:11:54+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":47,"score":null,"hot":3391713246,"url":"https:\/\/community.smartsheet.com\/discussion\/110885\/max-collect-for-dates-in-a-row","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/110885\/max-collect-for-dates-in-a-row","format":"Rich","lastPost":{"discussionID":110885,"commentID":397353,"name":"Re: MAX COLLECT for dates in a row","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/397353#Comment_397353","dateInserted":"2023-09-28T01:52:58+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":"2023-09-30T03:11:54+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":"2023-09-28T03:03:43+00:00","dateAnswered":"2023-09-28T01:52:58+00:00","acceptedAnswers":[{"commentID":397353,"body":"

You can skip the collect and just use MAX():<\/p>

=IF([Fully Certified]@row = \"Yes\", MAX([Train Date - Blower]@row, [Train Date - Broom]@row, [Train Date - Chem]@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":[]}],"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":5116,"limit":3},"title":"Trending in Smartsheet Basics","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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