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Dynamic View Form Disappears After Creating New Entry & logic does not run as quickly
Background: We use Dynamic View to allow 3rd party vendors to enter data into our system. The initial form has about 25 fields, and built in logic to show or hide additional fields based on the initial values once the form is saved. On the backend, the Access List column identified to control access to the Dynamic View…
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Can a Smartsheet Form Show information from a sheet?
Hello! I am very new to smartsheet and am trying to learn. My first project on smartsheet for my team is to develop a form that employees will use to check out and then back in an item while at work. I've got the Check Out part done and have it feed to a sheet so that supervisors can monitor who has what. However, I don't…
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Using smartsheet logic step in forms - new row created in backend sheet?
Hi, I have created a logic step where if the form user fills out yes to a question, two extra rows appear. I have tested the form and it works but the additional information appears in the back-end sheet as extra columns. Is it possible for the info to be separated into two different rows rather? We would like the basic…
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Old entries to the top?
Hi all, I just found out how to put new submissions appear on the top of the sheet, but I have old entries that I want it to be included to the top. I want these changes to apply to the old entries, how can I re-arrange these old entries? Thanks.
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Linking forms in a dashboard.
Hi, Currently when one wishes to link a form in a dashboard (not display a form, i mean hyperlink! but guess it would apply to forms in a dash too) You would need to get the url first of the sheet where the form derives from. Instead, it would be handy that when adding a hotlink, it would pop-up when 'Smartsheet item' is…
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Dropdown options limited to certain people
Hello, Quick question. So i have a drop down menu with 6 options. Is it possible to have on the form where if someone is selecting a option they, depending on who they are, can only see options 1-3? So it would only be a select group of people and the option choice may very. So person 1 can see 1-3 while person 2 can see…
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How do I automate a Form?
I have a form in smartsheet that some of our Attendings will be using to fill out required shift information for payment processing. I know that on the base sheet I can set up an automation to request an update weekly which is what I need, but does that apply to the sheet the form info transfers to once submitted? Or will…
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Use a form to create a parent row with children rows underneath it
I want to have the form be used to create a row with child rows underneath it, so I don't have to keep doing this manually
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Saving a "Form" for later use without submitting as of yet
I have employees that try to start filling out their form as they work their 8-hour shift throughout before submitting. It seems that there are times that they leave for a while, and it automatically shuts down without saving their information that they currently had in there. I heard that there is not a way to save the…
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Dashboard - Fillable Sheet
Is there a way to put a sheet into the dashboard that can be edited from the Dashboard?