Duplication of form creation

Jimmy
Jimmy ✭
edited 12/09/19 inSmartsheet Basics

Duplication of form creation should be highlighted to the user while creating a new forms based on the parameters is this possible.?

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  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    edited 11/27/18

    Hi,

    I don't understand your question. Can you describe it in more detail?

    Have a fantastic week!

    Best,

    Andrée Starå

    Workflow Consultant @ Get Done Consulting

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    https://workbold.com/

    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.

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  • Jimmy
    Jimmy ✭
    edited 11/27/18

    Andree..

    Appreciate your support.

    Below screenshot you will find I created two rows with same data..

    我可以有人输入重复的吗data using the form it should popup a message( information already exist so that no one enter duplicate data and add a new row )

    Instead of adding the same duplicate row its should popup line already exist something like this..?

    SS.PNG

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  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Happy to help!

    Unfortunately, it's not possible to get a message in the form about it, but it could work to get an update request sent if there is duplicate data already in the sheet. Do you want to check a specific field or a combination of fields?

    Would that work?

    Best,

    Andrée

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    https://workbold.com/

    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.

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  • Jimmy
    Jimmy ✭
    edited 11/27/18

    Combination of fields.Could you please provide the steps how to do it.

    this means, if there fields are same it should send an email to the user that he has submitted a duplicate entry.

    Thanks

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  • Jimmy
    Jimmy ✭

    Hi Andree,

    Can you please support here..Thanks!

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  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    If possible, I would use a combination of the JOIN function and a checkbox column type.

    Add a new column and add the formula below (change the column names as needed)

    This formula will JOIN together the columns chosen in a string of text.

    =JOIN([Request Name]@row:[Assigned PM:]@row; " ")

    The same version but with the below changes for your and others convenience.

    =JOIN([Request Name]@row:[Assigned PM:]@row, " ")

    Add another column and set it as a checkbox type column (change column name as needed)

    This formula will check for duplicates in the text string created with the JOIN function above.

    =IF(COUNTIF(Join:Join;[email protected]) > 1; 1; 0)

    The same version but with the below changes for your and others convenience.

    =如果(条件统计(连接:连接,[email protected]) > 1, 1, 0)

    You could then add an Alert and Action update request rule that would trigger from the checkbox combined with a date or something else to only trigger for the latest entry that is a duplicate.

    Would that work?

    Best,

    Andrée

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    https://workbold.com/

    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.

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  • Jimmy
    Jimmy ✭

    Hi Andree,

    Getting an error with the formula.

    Also can you help how to set the alert and action so that when the auditors try to submit the duplicate form he get an trigger automatically

    formula.png

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  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    edited 11/30/18

    Where are you located?

    The formula is different depending on your region.

    It also looks like you need to change the column name or the reference to it (Join) in the formula.

    Best,

    Andrée

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    https://workbold.com/

    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.

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  • Jimmy
    Jimmy ✭

    Didn't get you..please fix the error the screenshot

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  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Where are you located?(which country?)

    The formula is different depending on your region.

    It also looks like you need to change the column name or the reference to it (Join) in the formula.

    Best,

    Andrée

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    https://workbold.com/

    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.

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  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi Jimmy,

    How did it go? Did you manage to get something set up?

    Happy Holidays & Happy New Year!

    Best,

    Andrée Starå

    Workflow Consultant @ Get Done Consulting

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    https://workbold.com/

    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.

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Categories

Is it set to allow for multiple selections? If so, reports cannot group by that. The only way to get it to work on a dropdown column is if it is set as a single select.<\/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":106835,"type":"question","name":"Can I use Form collected Data to Pre-populate another form?","excerpt":"I have created a Credit App for our company... The form works great for collection of data. Once I have the data though, we need to follow up with Credit References, etc. What I would like to do is have a new form that is sent to someone to follow up with each of the references provided by our customers. What I would love…","categoryID":321,"dateInserted":"2023-06-23T15:12:05+00:00","dateUpdated":null,"dateLastComment":"2023-06-26T11:42:24+00:00","insertUserID":142957,"insertUser":{"userID":142957,"name":"PaulPerger","url":"https:\/\/community.smartsheet.com\/profile\/PaulPerger","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-23T19:18:38+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭"},"updateUserID":null,"lastUserID":45516,"lastUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-06-26T15:19:24+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":7,"countViews":47,"score":null,"hot":3375317069,"url":"https:\/\/community.smartsheet.com\/discussion\/106835\/can-i-use-form-collected-data-to-pre-populate-another-form","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106835\/can-i-use-form-collected-data-to-pre-populate-another-form","format":"Rich","lastPost":{"discussionID":106835,"commentID":382244,"name":"Re: Can I use Form collected Data to Pre-populate another form?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/382244#Comment_382244","dateInserted":"2023-06-26T11:42:24+00:00","insertUserID":45516,"insertUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-06-26T15:19:24+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Using Smartsheet","url":"https:\/\/community.smartsheet.com\/categories\/using-smartsheet"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-23T19:18:53+00:00","dateAnswered":"2023-06-23T19:12:52+00:00","acceptedAnswers":[{"commentID":382086,"body":"

It depends on your automation settings. If you set it to unrestricted, you can send to an email address in a cell without giving them access to the sheet. You can also specify which cells are provided in the update request within the automation builder.<\/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":106743,"type":"question","name":"Automations and Microsoft Team Channels","excerpt":"I have created Automations that \"Alert Someone\" when certain conditions are met. The \"someone\" is a Microsoft Teams Channel. The individuals in the channel have updated their Smartsheet profile and selected \"Messaging Apps\" like the following: The problem is they only want notifications that are generated as a result of…","categoryID":321,"dateInserted":"2023-06-21T22:44:07+00:00","dateUpdated":"2023-06-21T22:45:32+00:00","dateLastComment":"2023-06-26T08:38:47+00:00","insertUserID":137494,"insertUser":{"userID":137494,"name":"LWright","title":"","url":"https:\/\/community.smartsheet.com\/profile\/LWright","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/avatarstock\/nCDGV1TJ8PEJV.png","dateLastActive":"2023-06-25T21:01:16+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":137494,"lastUserID":91566,"lastUser":{"userID":91566,"name":"Genevieve P.","title":"Community Manager","url":"https:\/\/community.smartsheet.com\/profile\/Genevieve%20P.","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/KHY4Y67W0VRX\/nF76D5N9MFB28.png","dateLastActive":"2023-06-26T15:01:39+00:00","banned":0,"punished":0,"private":false,"label":"Employee Admin"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":4,"countViews":46,"score":null,"hot":3375158574,"url":"https:\/\/community.smartsheet.com\/discussion\/106743\/automations-and-microsoft-team-channels","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106743\/automations-and-microsoft-team-channels","format":"Rich","lastPost":{"discussionID":106743,"commentID":382213,"name":"Re: Automations and Microsoft Team Channels","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/382213#Comment_382213","dateInserted":"2023-06-26T08:38:47+00:00","insertUserID":91566,"insertUser":{"userID":91566,"name":"Genevieve P.","title":"Community Manager","url":"https:\/\/community.smartsheet.com\/profile\/Genevieve%20P.","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/KHY4Y67W0VRX\/nF76D5N9MFB28.png","dateLastActive":"2023-06-26T15:01:39+00:00","banned":0,"punished":0,"private":false,"label":"Employee Admin"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Using Smartsheet","url":"https:\/\/community.smartsheet.com\/categories\/using-smartsheet"},{"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\/00KL8SD9OTR7\/image.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-24T15:01:45+00:00","dateAnswered":"2023-06-23T12:30:27+00:00","acceptedAnswers":[{"commentID":381921,"body":"

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

The items listed on the left hand side are the actions<\/em> that trigger<\/strong> the workflow. Then the boxes indicate where you want those notifications to be displayed. Messaging Apps<\/strong> is associated with Teams. <\/p>

There are 2 ways to receive alerts in Teams: through the Smartsheet Bot (direct notifications) or to a Channel (defined in a workflow). <\/p>

If your users don't want to receive other notifications in Teams, they can uninstall the Smartsheet Bot, see: Microsoft Teams Integration: Uninstall the Smartsheet Bot<\/a><\/p>

In your workflow you've chosen a channel, <\/em>so even if they have the Bot uninstalled, they should still receive your message in the channel as it's not a direct message specifically to them. Does that make sense? <\/p>

Let me know if that worked for you!<\/p>

Cheers,<\/p>

Genevieve<\/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=341&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":5406,"limit":3},"title":"Trending in Using Smartsheet","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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