Smartsheet Basics

Archives for July 2023

Can you send a request to a user to fill out a form on a sheet when another form has been filled out
Hello! We are looking at moving our safety incident investigation forms from paper to Smartsheet. There will be a form for the employee or witness to fill out with specific information and then the necessary people will be notified. What I'm wondering is what's the best way to have the remaining information sent to the…
Generate Documents and Contact cells
Hi I have a fillable PDF and have mapped my fields. I have 4 columns that are Contact List properties. When I map those fields and test to make sure it is coming out correctly, it is showing the email address and not the contact name. What am I missing or doing wrong? Below is a screen shot
Very large form
Hello, I have 120 questions survey. I would like to know your experience working with such as large form especially since there is no auto-save. e.g. do you divide them into 4 forms? Thanks,
a form can be filled automatically, adding a data
a form can be filled automatically, adding a data,i want to add data and i fill in the information of the person se puede llenar un formulario de manera automatico , agregando un dato ,quiero agregar un dato y me llene la informacion de la persona
Missing Attachment as Notification Trigger - Smartsheet Automations?
I have built out a multi-use form that, depending on the user, requires attachments to be added. Since I cannot conditionally require attachments in the form I am trying to build an automation that triggers a notification to the form submitter if they neglect to add an attachment when it is required... but I continue to…
See Row Update Requests
Can you see a row update request someone else sent? I would like to be able to monitor requests from my team if possible, so they aren't duplicated. I've looked in the activity summary, but they don't live there. Thanks in advance, Regina
Can't Find Sheet to Set Up a Workflow
tl;dr: I've set up the same workflow before but can't for this particular sheet. I have set up many workflows and have not had an issue until today. I have a workflow for one particularly sheet so that when the work is done, the row will move to the archive sheet. For this example I will say that the Active sheet is…
Is there a way to use the barcode inventory template to show the inventory that is leaving?
The barcode inventory template is new to me, but will work great to show all the pieces of equipment we have on hand as we are fixing machines. Is there a way to scan a barcode that is already in the template to show that it is being used or taken away, so that I will know when to buy more inventory?
How to update a column of Hyperlinks as a group
Hi I have a data base within which has a column with hyperlinks to key information documents. The file location of these documents has been updated from a 'draft' file location to a 'final' file location as we have now complete this stage of the project. The file structure under the main folder has been maintained. As a…
Automation Notifications if 10+ rows change
Hi All! Need some help with a specific Automation notification when a specific criteria is met. The automation I would be after would look something like this: Everyday 100+ lines of data are added to the sheet, this tracks a specific item. I am wanting an automation that triggers an email when 10+ of the same item for the…

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Dashboards
I have a dashboard layed out with widgets and want to use it as "template" for new projects that come in. How do I do this? I tried copying it along with an updated metric sheet but all my links for the dashboard are for the previous project's metric sheet. I supposed I need to relink to the new metric sheet however when I…
Approval Automation in Bulk?
Is there a way to bulk send approval requests to a department head so they can review multiple requests through a single email? Current automation workflow appears to send individual email based on each submission. If a department head had multiple submissions 20-30, then they would receive that many emails. Is there a way…
How to create a service work order using a smartsheet form?
I'm trying to set up a work order form for my service techs. I want to automatically pre-populate customer information from my sheet to the work order form so my techs know where to go and then they can fill out the remaining fields. Can I have some fields automatically filled out from my attached sheet to the form? Ex.…

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