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Creating a Form that populates data from a Sheet
Is it possible to create a form that autopopulates information from an existing sheet? As a step one in my process, I have individuals filling out a form. For example, information such as name, email, location, etc. For step two, I'd like to pull answers from those questions to autopopulate the next form that needs to be filled out.
Re: Datasources for Dropdown Menus
I'm here to add my desire for this feature as well. I am currently waiting for my list to update itself using Data Shuttle and am currently at the 5+ minutes mark for it to run so that my drop downs will be updated. Having to Data Shuttle in and out for every drop down menu that uses the same source list is so inefficient that I question how Smartsheets is saving me time because as I build more and more sheets that need to use drop downs from the same lists, managing all of these Data Shuttles is getting out of hand. I have to manage a core list of 250+ schools and I manage multiple Smartsheets for 6 different maintenance areas. Please prioritize this feature. Thank you.
Re: Licenses and True-up confusion
@Loann McGee - Here is SS's intro article on Dynamic View - Smartsheet Dynamic View | Smartsheet
We use DV's a lot to break through the noise of a Sheet. It allows to show only the columns and rows that we want someone internally or externally to see WITHOUT having to sharing the source sheet. Then when clicking on a row, a pop out on the right will appear that will allow more and/or the same data to be shown (and edit if you decide), comments and attachments. Similar to a sheet but visually different. However since the user shared to the DV isn't shared to the source sheet, you cannot properly @mention something in the comments which is a huge fault in my opinion for collaboration.
We build our DV's off a Report instead of directly from a Sheet. It allows for greater filter options and/or a second layer of filtering options. We then usually embed them in a WorkApps and add other assets for our Partners but we've also added direct links to Dashboards or inside Sheets as well. We then only need to share the WorkApps (besides any DVs that are embedded in the WorkApps). It gives an easier user experience, navigation and partner branded professionalism for our Partners who don't normally have Smartsheet. This is just once example for us.
More advanced users can use Field Logic in the Details panel which is a nice feature. Meaning you can selective pick which cells are visible only, visible and editable, or just hidden based off a criteria. Example, a ticket status system, if it's in Stage 1, all cells are editable, but if it's in Stage 2, only certain cells for approval are editable, etc. So depending on the status, the cell options can change. There's other great features as well not mentioned.
I hope that helps.
Colour scale on column values
I would like a colour scale applied to column values, similar to the Excel colour scale conditional formatting capability. Pick the colour extremes and let the system shade the background from the highest to the lowest values accordingly.
Yes, I know I can recreate it by hand, but it is inelegant and detracts from Smartsheet, making it unnecessarily difficult to convince Accounts to pay for Smartsheet licences when Excel can do the job more easily ;-)
Re: Attaching a clickable link to an automated workflow via email
I think many people have found this an issue. I would advise you search the Product Ideas and if you find this Vote it Up or raise a new one as hyperlinks in Forms and in Automated emails would be SOOOO helpful.
SueinSpain
Re: NEW! Modern forms submission experience with accessibility enhancements
Updates!
- Dropdown contacts: FIXED
- Side-by-side formatting: FIXED. Enter and Tab twice to go to the next field was determined to stay as is.
- File uploader email attachment/upload types: FIXED. Fixes will be seen in ~3 hours.
- Re-use data: Team is working on a fix.
- Rest are tracked as escalations and will be updated there accordingly.
I will update here as fixes are rolled out.
Re: NEW! Modern forms submission experience with accessibility enhancements
I suppose I am curious to know why Smartsheet rolls these changes out without having a team of outside testers to make sure the updates are going to actually work for end users. Please Smartsheet, be more conscientious of potential end user obstacles prior to rolling a new feature out.
Rebecca_Kolker
Re: Bridge: Variables Passing Through to Child as Text, Not a Value. "{{variable}}" instead of 123124932
Well, I answered my own question again. I guess posting it clearly really gets you thinking of new ideas, right?
Here's how I did it:
I didn't realize that by passing the rowId and userId through to the child using the "Child Entity Values", it was breaking it. So I just removed them and it's working. duhhhhhhhhhhhh……… Thanks for those opening this forum post with an intent to help!!!
NeilKY
Dynamic View - delete attachments at row level
In dynamic view there is the option for a user to:
- see attachments
- add attachments
Please can we also have the option to Allow to Delete Attachments (preferred option)
…or if allowed to Add then also allowed to Delete (would also work for the majority)
It is quite common for a user to attach the wrong file by mistake. They can attach the right file but then have to contact Admin to delete the incorrect attachment as they don't direct access to the smartsheet.
SueinSpain
Re: Enable Auto provisioning with a default of 'Viewer' access
100% agree. One thing I have done and currently working on UAP with SSO, is I created a members group and viewers group. The viewers group is so that when I downgrade someone's account that may no longer need editing access but to see things still they are able to still be shared to the workspaces that they need.
AngB789