Smartsheet demo to pre-populate forms with reference data

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  • čas přidán 5. 09. 2024
  • Pre-populating a form with data from a sheet has many uses, for example it enables you to include a reference code in the form that can then match data from another sheet with the input from the form. In this video I show you how to do this, some watch-outs and how you can use this method to bring in multiple fields.
    UPDATE: Please note I incorrectly state in the video you can't use strings and or use a custom field name, but you can as per the useful comment below! For strings you need to use have a formula that substitutes the spaces with '%20' as follows: "Form hyperlink" + "?Column%20Name=" + SUBSTITUTE([Column Name]@row, " ", "%20")
    I'll add some correction notes to the video in due course
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