How do you pull form data in sights directly from a sheet?

Harrisd1976
edited 12/09/19 inSmartsheet Basics

I am trying automate pulling data entered in the form, that pulls into the sheet to then pull into a sight without using a report as the formatting is not very good, can anyone help?]

I have attached a screen shot to support above.

Thanks

form data.PNG

Comments

The side by side option means the link\/icon is on the side of the text (in your case the link\/icon is next to aaaa or bbbb). The stacked option is different because the link\/icon is above the text (stacked above).<\/p>

If you're looking to have the widgets themselves side by side, then you can set up multiple, individual widgets and put them next to each other.<\/p>

So \"side by side\" is better described as \"link\/icon and text are side by side!\"<\/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":292,"urlcode":"Dashboards","name":"Dashboards"},{"tagID":533,"urlcode":"web-content-widget","name":"web content widget"}]},{"discussionID":107953,"type":"question","name":"Adding name to automated workflow message","excerpt":"I created a workflow that notifies an individual when his\/her license is about to expire. There is a notification that goes out at 30 days that also notifies the individual's manager. The workflow runs fine, however, there is no way for the manager to tell which one of his\/her staff the message was intended for AND in some…","snippet":"I created a workflow that notifies an individual when his\/her license is about to expire. There is a notification that goes out at 30 days that also notifies the individual's…","categoryID":321,"dateInserted":"2023-07-23T17:22:23+00:00","dateUpdated":null,"dateLastComment":"2023-07-23T18:58:20+00:00","insertUserID":114017,"insertUser":{"userID":114017,"name":"Jacqueline Ennis","url":"https:\/\/community.smartsheet.com\/profile\/Jacqueline%20Ennis","photoUrl":"https:\/\/lh3.googleusercontent.com\/a\/AGNmyxZA0IOt6rrnETj3_ATzn0g7JjbJTEyOyIfrNKKb=s96-c","dateLastActive":"2023-07-23T18:56:42+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":114017,"lastUser":{"userID":114017,"name":"Jacqueline Ennis","url":"https:\/\/community.smartsheet.com\/profile\/Jacqueline%20Ennis","photoUrl":"https:\/\/lh3.googleusercontent.com\/a\/AGNmyxZA0IOt6rrnETj3_ATzn0g7JjbJTEyOyIfrNKKb=s96-c","dateLastActive":"2023-07-23T18:56:42+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":20,"score":null,"hot":3380272843,"url":"https:\/\/community.smartsheet.com\/discussion\/107953\/adding-name-to-automated-workflow-message","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/107953\/adding-name-to-automated-workflow-message","format":"Rich","lastPost":{"discussionID":107953,"commentID":386567,"name":"Re: Adding name to automated workflow message","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/386567#Comment_386567","dateInserted":"2023-07-23T18:58:20+00:00","insertUserID":114017,"insertUser":{"userID":114017,"name":"Jacqueline Ennis","url":"https:\/\/community.smartsheet.com\/profile\/Jacqueline%20Ennis","photoUrl":"https:\/\/lh3.googleusercontent.com\/a\/AGNmyxZA0IOt6rrnETj3_ATzn0g7JjbJTEyOyIfrNKKb=s96-c","dateLastActive":"2023-07-23T18:56:42+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":"2023-07-25T09:39:01+00:00","dateAnswered":"2023-07-23T18:44:43+00:00","acceptedAnswers":[{"commentID":386564,"body":"

In the subject and\/or body of any notification, you can add data from the row itself using double-curly brackets and the column name. So this might mean your message looks something like this:<\/p>

The following individual's license expires in 30 days:<\/p>

{{Contact Name}} (where \"contact name\" is the name of your column with the person's name in it)<\/p>

This merges information from the row into the body of the email notification. See screenshot for alert notification - CUSTOMIZE MESSAGE, and the instructions embedded in Smartsheet that outline how to use this feature.<\/p>

\n
\n \n \"Screen<\/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":[]},{"discussionID":107937,"type":"question","name":"True\/False formula?","excerpt":"I'm trying to figure out a formula to note a \"1\" in the cell if the information in the cell next to it is a certain value, any other value needs to show a \"0\". Is this a \"true\/false\" formula? I figured this out: =IF([Question 1]@row = \"2. I should avoid using the electronic device during the initial connection; however,…","snippet":"I'm trying to figure out a formula to note a \"1\" in the cell if the information in the cell next to it is a certain value, any other value needs to show a \"0\". Is this a…","categoryID":321,"dateInserted":"2023-07-21T20:52:02+00:00","dateUpdated":"2023-07-21T20:53:35+00:00","dateLastComment":"2023-07-21T21:06:17+00:00","insertUserID":159988,"insertUser":{"userID":159988,"name":"Jillian M","url":"https:\/\/community.smartsheet.com\/profile\/Jillian%20M","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!bR_Ym_nhTvw!oRnZKN3xkb4!GGy8kNscpSH","dateLastActive":"2023-07-21T21:16:17+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":159988,"lastUserID":159988,"lastUser":{"userID":159988,"name":"Jillian M","url":"https:\/\/community.smartsheet.com\/profile\/Jillian%20M","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!bR_Ym_nhTvw!oRnZKN3xkb4!GGy8kNscpSH","dateLastActive":"2023-07-21T21:16:17+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":37,"score":null,"hot":3379948099,"url":"https:\/\/community.smartsheet.com\/discussion\/107937\/true-false-formula","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/107937\/true-false-formula","format":"Rich","lastPost":{"discussionID":107937,"commentID":386520,"name":"Re: True\/False formula?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/386520#Comment_386520","dateInserted":"2023-07-21T21:06:17+00:00","insertUserID":159988,"insertUser":{"userID":159988,"name":"Jillian M","url":"https:\/\/community.smartsheet.com\/profile\/Jillian%20M","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!bR_Ym_nhTvw!oRnZKN3xkb4!GGy8kNscpSH","dateLastActive":"2023-07-21T21:16:17+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":"2023-07-21T20:55:47+00:00","dateAnswered":"2023-07-21T20:53:49+00:00","acceptedAnswers":[{"commentID":386517,"body":"

@Jillian M<\/a> an IF statement will do what you need.<\/p>

=if([Column Name]@row=\"Value\",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":[]}],"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":4874,"limit":3},"title":"Trending in Smartsheet Basics","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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