Creating a form with multiple entries

Zachwalters99 · 06/21/23

Hi,

So my issue is, I have a form that is designed to record incoming invoices. I need the form to firstly attach a number of invoices and create multiple entries. I've seen some ways to do this using another sheet and automation. The only problem with this is the form has to have pdf uploads of the invoices. So I'm not sure the solution is worth trying if the pdf's dont separate with each row.

Any advice?

Thanks,

Andrée Starå · 06/21/23

Hi@Zachwalters99

I hope you're well and safe!

I developed a solution using two forms (or the same form by using conditional logic) that can be used to submit the main information and then the other information on a new row for each submission after the first.

Would that work/help?

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå| Workflow Consultant / CEO @WORK BOLD

✅了我的帖子(s)帮助或回答你的问题吗tion or solve your problem? Please support the Community bymarking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

Ray Lindstrom · 06/21/23

Hi,

Forms are intended to create single entries. You can have the form open another form once submitted and/or the form can reload after each submission. Here's a thread about it.

Can I set up a form to populate multiple entries into one sheet? For example, I have a training log in which a form is filled out and entered into the log. However, many training's have multiple attendees in which all the training info is the same. So how can I set it up so that a trainer can put all the names in one field then fill in the rest of the fields so that when he\/she submits it, each name is a separate line item, and all the columns have the same training info?<\/p>","bodyRaw":"[{\"insert\":\"Can I set up a form to populate multiple entries into one sheet? For example, I have a training log in which a form is filled out and entered into the log. However, many training's have multiple attendees in which all the training info is the same. So how can I set it up so that a trainer can put all the names in one field then fill in the rest of the fields so that when he\\\/she submits it, each name is a separate line item, and all the columns have the same training info?\\n\"}]","format":"rich","dateInserted":"2020-02-03T17:33:39+00:00","insertUser":{"userID":117528,"name":"Sidonia Posteuca","url":"https:\/\/community.smartsheet.com\/profile\/Sidonia%20Posteuca","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-03-03T21:04:03+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"displayOptions":{"showUserLabel":false,"showCompactUserInfo":true,"showDiscussionLink":true,"showPostLink":true,"showCategoryLink":false,"renderFullContent":false,"expandByDefault":false},"url":"https:\/\/community.smartsheet.com\/discussion\/65718\/one-form-into-multiple-entries","embedType":"quote","name":"One form into multiple entries"}"> https://community.smartsheet.com/discussion/65718/one-form-into-multiple-entries

BRgds,

-Ray

Andrée Starå · 06/21/23

Hi@Zachwalters99

I hope you're well and safe!

I developed a solution using two forms (or the same form by using conditional logic) that can be used to submit the main information and then the other information on a new row for each submission after the first.

Would that work/help?

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå| Workflow Consultant / CEO @WORK BOLD

✅了我的帖子(s)帮助或回答你的问题吗tion or solve your problem? Please support the Community bymarking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

Zachwalters99 · 06/23/23

Hi@Andrée Starå,

I've sent you an email requesting the above.

Many thanks,

Zachwalters99 · 06/26/23

Hi@Andrée Starå

Please let me know if you are able to share the solution.

Many thanks,

Creating a form with multiple entries

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