How to create a link on a sheet in the row created by a form submission

Form --> Sheet --> DynamicView

我们使用一个表单来收集fr的一些基本信息om new staff regarding remote work. The contents of this form are made available to the managers for review and approval of the remote work conditions. We use DynamicView to display the submissions because it is easy to show each manager only their team members.

Anyone know how to get a hyperlink to be generated on a new row in a sheet when a form is submitted? Then, does anyone know how to get that link to be clickable in a Dynamic View?

Answers

  • SmartLew
    SmartLew ✭✭✭

    Is it the same hyperlink on every row?

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  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi@Dale Murphy

    I hope you're well and safe!

    What should the hyperlink do?

    Be safe, and have a fantastic week!

    Best,

    Andrée Starå| Workflow Consultant / CEO @WORK BOLD

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  • Dale Murphy
    Dale Murphy ✭✭✭✭✭✭

    @SmartLewYes it is the same hyperlink. (I can't get a column formula to create a hyperlink that DV recognizes as a link)

    @Andrée StaråIt is a URL that takes the person clicking it to a document on our intranet.

    dm

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    @Dale Murphy

    Try adding it to a Sheet Summary field and then use a Column Formula to replicate on each row automatically.

    Make sure that you add the URL to the Title as well.

    Make sense?

    Did that work?

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    SMARTSHEET EXPERT CONSULTANT & PARTNER

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  • Dale Murphy
    Dale Murphy ✭✭✭✭✭✭
    edited 09/22/22

    @Andrée StaråUsing a summary field was clever, and allowed me to ensure I get the value I want onto each row.

    However, DynamicView still does not recognize it as a link, and only shows the URL as a text string.

    If I (manually) insert a hyperlink using the Hyperlink... process, DV does recognize that as a link.

    You mentioned to make sure to add the URL to the title - I am not sure what you mean by that? (If I use the Hyperlink option in the Summary field, it just shows as text on the sheet itself)

    dm

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    @Dale Murphy

    Thanks!

    I meant the Display Text (see below)

    image.png


    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå| Workflow Consultant / CEO @WORK BOLD

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

  • SmartLew
    SmartLew ✭✭✭

    @Dale Murphy

    my solution to this is to add an extra column called hyperlink or whatever you like

    then add this as a hidden field in the form and make the default value the URL you need. This then populates the row every time a form is submitted.

    This URL is then clickable in the view display in dynamic view

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  • Dale Murphy
    Dale Murphy ✭✭✭✭✭✭
    edited 09/22/22

    @Andrée Starå@SmartLew

    Truly appreciate the ideas. Neither of them give the desired result though; if you run DynamicView you should try them to see if I have done something wrong.

    This screenshot from DV illustrates the outcomes: first is the result of a row insertion by a form with a hidden field with a link embedded. On the sheet it looks fine, but DV only displays as text.

    The second is Andree's idea (how I realized it at least!). The summary field idea made it easy to use a column formula that inserts that URL into a cell in the sheet. However in DV the result is the same, namely only a text string.

    The third option works. But it is the manual creation of a hyperlink - it looks great and is clickable in DV, but not sustainable.

    *** Final edit: BOTH of your ideas work in the视图显示portion of DynamicView but they do not work to provide links in theDetails Panel. Wow, that was confusing for awhile.

    Other ideas?

    dm

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    @Dale Murphy

    Happy to "try" and help!

    I hadn't tested it with Dynamic View.

    Unfortunately, I think it's time for:

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

    Please support the Community by marking the post(s)thathelped or answered your question or solved your problem withthe accepted answer/helpful, Insightful/Vote Up/Awesome. It will make it easier for others to find a solution or help to answer!

    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.

  • SmartLew
    SmartLew ✭✭✭

    @Dale Murphy

    Hi Dale,

    Yes you are right, it doesn't show in the details panel as clickable, only the view display;this is an issue I've not been able to overcome when using this solution previously. They can copy and paste from the details panel but that's not ideal.

    I agree it is a little unsightly to have the link in every row in the view display.

    Hope you find a suitable workaround

    Thanks

    I'm passionate about helping you leverage the truly awesome power of smartsheet!

    https://www.fiverr.com/smartlew

I misspoke. You would set one up for each column. The trigger would be when rows are added or changed and [Column Name] changes to any value, condition is [Column Name] contains {{, action would be Clear Cell Value in [Column Name].<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":343,"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations","allowedDiscussionTypes":["discussion","question"]},"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":227,"urlcode":"api-and-developers","name":"API and Developers"},{"tagID":277,"urlcode":"Integrations","name":"Integrations"},{"tagID":369,"urlcode":"bridge-by-smartsheet","name":"Bridge"},{"tagID":448,"urlcode":"workflows-in-smartsheet","name":"Workflows in Smartsheet"}]},{"discussionID":108273,"type":"question","name":"How can I remove white space if no legend is used?","excerpt":"I remove the legend but now I have white space I can't remove. If I try to resize the box it just compresses the data I do have and still leaves the same amount of whitespace. Can I remove that?","snippet":"I remove the legend but now I have white space I can't remove. If I try to resize the box it just compresses the data I do have and still leaves the same amount of whitespace. Can…","categoryID":343,"dateInserted":"2023-07-28T19:20:25+00:00","dateUpdated":"2023-07-28T19:20:53+00:00","dateLastComment":"2023-07-28T22:30:32+00:00","insertUserID":147818,"insertUser":{"userID":147818,"name":"KimTDSYN","url":"https:\/\/community.smartsheet.com\/profile\/KimTDSYN","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-31T12:07:18+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":147818,"lastUserID":8888,"lastUser":{"userID":8888,"name":"Andrée Starå","title":"Smartsheet Expert Consultant & Partner | Workflow Consultant \/ CEO @ WORK BOLD","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/0PAU3GBYQLBT\/nXWM7QXGD6464.jpg","dateLastActive":"2023-07-31T14:40:41+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":23,"score":null,"hot":3381156657,"url":"https:\/\/community.smartsheet.com\/discussion\/108273\/how-can-i-remove-white-space-if-no-legend-is-used","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108273\/how-can-i-remove-white-space-if-no-legend-is-used","format":"Rich","lastPost":{"discussionID":108273,"commentID":387935,"name":"Re: How can I remove white space if no legend is used?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/387935#Comment_387935","dateInserted":"2023-07-28T22:30:32+00:00","insertUserID":8888,"insertUser":{"userID":8888,"name":"Andrée Starå","title":"Smartsheet Expert Consultant & Partner | Workflow Consultant \/ CEO @ WORK BOLD","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/0PAU3GBYQLBT\/nXWM7QXGD6464.jpg","dateLastActive":"2023-07-31T14:40:41+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":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/A8SM82XZQX97\/image.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-07-31T12:08:03+00:00","dateAnswered":"2023-07-28T20:46:01+00:00","acceptedAnswers":[{"commentID":387915,"body":"

Unfortunately that space is there no matter what you do.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":343,"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations","allowedDiscussionTypes":["discussion","question"]},"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":80658,"type":"question","name":"Share Data Shuttle Workflows?","excerpt":"When someone creates a workflow in Data Shuttle to import data from a CSV file, how can we share this with other team members to support and adapt if required? Also if they are on leave, to enable other to run the workflow.","snippet":"When someone creates a workflow in Data Shuttle to import data from a CSV file, how can we share this with other team members to support and adapt if required? Also if they are on…","categoryID":343,"dateInserted":"2021-06-24T11:58:10+00:00","dateUpdated":"2022-06-14T14:38:17+00:00","dateLastComment":"2023-07-26T09:52:20+00:00","insertUserID":136915,"insertUser":{"userID":136915,"name":"Matthew LeMasonry","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Matthew%20LeMasonry","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!xxPR8TjJ4fw!w4dRvyDxgzQ!O-caq5LjOWH","dateLastActive":"2023-07-27T13:22:16+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭"},"updateUserID":91566,"lastUserID":162750,"lastUser":{"userID":162750,"name":"GMD","title":"GMD","url":"https:\/\/community.smartsheet.com\/profile\/GMD","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/avatarstock\/n65S9PRP4PA0M.png","dateLastActive":"2023-07-28T11:59:16+00:00","banned":0,"punished":0,"private":true,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":7,"countViews":985,"score":2,"hot":3314905830,"url":"https:\/\/community.smartsheet.com\/discussion\/80658\/share-data-shuttle-workflows","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/80658\/share-data-shuttle-workflows","format":"Rich","lastPost":{"discussionID":80658,"commentID":387106,"name":"Re: Share Data Shuttle Workflows?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/387106#Comment_387106","dateInserted":"2023-07-26T09:52:20+00:00","insertUserID":162750,"insertUser":{"userID":162750,"name":"GMD","title":"GMD","url":"https:\/\/community.smartsheet.com\/profile\/GMD","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/avatarstock\/n65S9PRP4PA0M.png","dateLastActive":"2023-07-28T11:59:16+00:00","banned":0,"punished":0,"private":true,"label":"✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2021-07-20T15:45:32+00:00","dateAnswered":"2021-06-25T08:39:19+00:00","acceptedAnswers":[{"commentID":296093,"body":"

Hi @Matthew LeMasonry<\/a> <\/p>

No, it currently isn't possible to share the Data Shuttle workflow configuration with another account. The set-up for that workflow is associated with one account. (Please let our Product team know of your feature request by filling in this form, here!)<\/a><\/p>

That said, many team members will be able to trigger<\/em> that workflow, depending on what that trigger is. For example, if the workflow is based on an attachment, any user can upload the attachment for the workflow. Does that make sense?<\/p>

If you are looking to transfer workflows because a user has left the organization, you could potentially update the Primary email address associated with the account that owns the configurations. This will allow you to gain access to the Data Shuttle workflows from the new email. Keep in mind this would need to be an email that does not currently have a Smartsheet account. See: Admin Center: Add, Edit, and Delete Individual Users with User Management<\/a><\/p>

Cheers,<\/p>

Genevieve<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":343,"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations","allowedDiscussionTypes":["discussion","question"]},"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":2},{"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=343&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&sort=-dateLastComment&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":628,"limit":3},"title":"Trending Posts","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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