形式- Multiple guests contact informatio

Thania
Thania
edited 12/09/19 inSmartsheet Basics

Hello,

We are using a form to RSVP to company events, for these events we have our team members inviting guests. The form is sent out by email to our team members and asks to provide their guest count, then we ask them to add their guest's contact info (name, company, email and phone number).

The problem we have ran into, is that when we receive the RSVP on our sheet, the column with their guest's contact cannot be adjusted to have them in a separate cell. Pretty much the only option they have is type their guest's information/contact on a single row separated by commas.

Is there a form feature that would allow the person receiving the form to add multiple guest's information to be collected in separate cells on the sheet?

Any insight would be sooo apreciated!!!

Comments

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi Thania,

    Yes, there is. You could add separate columns (Guest 1, Guest 2 and so on) and add those fields to the form.

    Would that work?

    Can you describe your process in more detail and maybe share the sheet(s) or some screenshots? That would make it easier to help. (share too,[email protected])

    Hope that helps!

    Have a fantastic week!

    Best,

    Andrée Starå

    Workflow Consultant @ Get Done Consulting

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå| Workflow Consultant / CEO @WORK BOLD

    W:www.workbold.com| E:[email protected]| P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Hi Andrée, thank you for your reply.

    I can use different fields per guest as you recommended and it works well, Thanks!

    The form I am creating, is sent to people in my office that have to RSVP to a specific event. These people will be bringing guests to the event and we need to know the guests' information (name,company,email,phone). I wanted to have a field named Guest Information and in that column the member inviting them would add all their contact info. Since it is only one column, the guests' names and information can only be entered separating them by commas and these appear in one single cell. I was wondering if there was a way to separate each guest into their own cell, without having so many fields (Guest 1, 2 etc).

    I am not opposed to your solution, it works. I would like the form not be so long and that is why I asked if there was a way to have this work another way.

    有一场形式称为“客人”博士opdown menu with values 0-10, is there any way that when they choose a number, let's say 3 guests, only 3 guest information fields appear?

    I am probably asking too much from smartsheets (LOL).

    Thank you Again!

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    快乐to help!

    There are not any conditional rules available with forms so you can't select a number and then get so many fields. There are third-party tools that probably could do what you want.

    A possible workaround could be to use two different forms. The main one and then set up that form to show a guest form when submitted and it could be for one guest or multiple. If it's for just one you could set it up to reload on submission and then you could submit the form for each guest and as many times needed.

    Would that work?

    Best,

    Andrée

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå| Workflow Consultant / CEO @WORK BOLD

    W:www.workbold.com| E:[email protected]| P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

Ok, how about using a helper column with a 0 or 1 being input by your automation, and then use this as the trigger. So set the default on the column to 0, and if an attachment is there, leave it at 0. Then if an attachment is not there workflow will set it to 1, and that would trigger the automated workflow to run.<\/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":334,"urlcode":"automations","name":"Automations"}]},{"discussionID":108286,"type":"question","name":"Configuring Predecessors in forward scheduling vs backward scheduling","excerpt":"I have a user who wants to schedule some projects in a forward-looking manner (top to bottom) and schedule other projects in a backward-looking manner (bottom to top). To explain to her how Predecessors would need to be configured in either scenario, I created the little example shown below. In the FORWARD section, the…","snippet":"I have a user who wants to schedule some projects in a forward-looking manner (top to bottom) and schedule other projects in a backward-looking manner (bottom to top). To explain…","categoryID":321,"dateInserted":"2023-07-29T00:11:14+00:00","dateUpdated":null,"dateLastComment":"2023-07-31T14:48:51+00:00","insertUserID":163593,"insertUser":{"userID":163593,"name":"George Speier","url":"https:\/\/community.smartsheet.com\/profile\/George%20Speier","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-31T18:25:01+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":163593,"lastUser":{"userID":163593,"name":"George Speier","url":"https:\/\/community.smartsheet.com\/profile\/George%20Speier","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-31T18:25:01+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":35,"score":null,"hot":3381405605,"url":"https:\/\/community.smartsheet.com\/discussion\/108286\/configuring-predecessors-in-forward-scheduling-vs-backward-scheduling","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108286\/configuring-predecessors-in-forward-scheduling-vs-backward-scheduling","format":"Rich","lastPost":{"discussionID":108286,"commentID":388026,"name":"Re: Configuring Predecessors in forward scheduling vs backward scheduling","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/388026#Comment_388026","dateInserted":"2023-07-31T14:48:51+00:00","insertUserID":163593,"insertUser":{"userID":163593,"name":"George Speier","url":"https:\/\/community.smartsheet.com\/profile\/George%20Speier","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-31T18:25:01+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,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/4M6FSYYJUAME\/predecessors2.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"predecessors2.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-07-31T14:47:57+00:00","dateAnswered":"2023-07-29T20:17:17+00:00","acceptedAnswers":[{"commentID":387957,"body":"

This has to do with how a milestone is represented (ie. a 0 day duration). If you hard type milestone without a predecessor or successor, it will show up as the beginning of that day instead of the end of the day. If you have a milestone that is following a standard finish to start logic, it will show up at the end of the previous activity. <\/p>

So, Task B4 in the backwards version is actually saying that the completion happened in the 00:00 hr of that day. if you put any activity in that has a duration and uses the start to finish relationship, that activity will naturally finish at the end of the previous day. So, to get your example above to work, the finishing task would need to be 1 day long so it takes up the full work day. I found it easier to visualize if you zoom all the way in on the gantt chart so you can see the diamond symbol of the milestone at the beginning and end of the days when used in different set ups.<\/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":108291,"type":"question","name":"Conditional formatting in Gantt not working with dependencies","excerpt":"For some reason it seems like my conditional formatting rules aren't being applied to certain rows in the Gantt chart side of this sheet. The problem is resolved if I disable dependencies, but I need those and don't understand why this should matter since I don't have any rules related to status or % complete in the…","snippet":"For some reason it seems like my conditional formatting rules aren't being applied to certain rows in the Gantt chart side of this sheet. The problem is resolved if I disable…","categoryID":321,"dateInserted":"2023-07-29T22:50:55+00:00","dateUpdated":null,"dateLastComment":"2023-07-30T15:38:08+00:00","insertUserID":164323,"insertUser":{"userID":164323,"name":"smbailey","title":"Senior Business Systems Analyst","url":"https:\/\/community.smartsheet.com\/profile\/smbailey","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-30T15:36:49+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":164323,"lastUser":{"userID":164323,"name":"smbailey","title":"Senior Business Systems Analyst","url":"https:\/\/community.smartsheet.com\/profile\/smbailey","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-30T15:36:49+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":30,"score":null,"hot":3381404343,"url":"https:\/\/community.smartsheet.com\/discussion\/108291\/conditional-formatting-in-gantt-not-working-with-dependencies","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108291\/conditional-formatting-in-gantt-not-working-with-dependencies","format":"Rich","tagIDs":[219,319,437,439],"lastPost":{"discussionID":108291,"commentID":387971,"name":"Re: Conditional formatting in Gantt not working with dependencies","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/387971#Comment_387971","dateInserted":"2023-07-30T15:38:08+00:00","insertUserID":164323,"insertUser":{"userID":164323,"name":"smbailey","title":"Senior Business Systems Analyst","url":"https:\/\/community.smartsheet.com\/profile\/smbailey","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-30T15:36:49+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\/4N6Y1NCLVR43\/2023-07-29-15-46-58-281-29-moving-plan-smartsheet-com.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"2023-07-29 15_46_58-(1) Moving plan - Smartsheet.com.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-07-30T15:39:24+00:00","dateAnswered":"2023-07-30T09:21:36+00:00","acceptedAnswers":[{"commentID":387967,"body":"

Hi @smbailey<\/a> <\/p>

I hope you're well and safe!<\/p>

I can't see any rows in your screenshot that should be colored differently. Parent rows can't be changed.<\/p>

Can you share more screenshots with the conditional formatting options used on a few child rows?<\/strong> (Delete\/replace any confidential\/sensitive information before sharing) That would make it easier to help. <\/p>

I hope that helps!<\/p>

Be safe, and have a fantastic weekend!<\/p>

Best,<\/p>

Andrée Starå<\/strong><\/a> | Workflow Consultant \/ CEO @ WORK BOLD<\/strong><\/a><\/p>

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