Wish the forms would generate a nice PDF that is clean and auto email to whoever.....when a condition is met
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Hi @Ryan Kaessner
Can you clarify how this might be different from using Document Builder to automatically create a PDF from your new row contents? https://help.smartsheet.com/articles/2481651-generate-documents-from-sheet-data
We use dynamic forms to create customer facing status reports. Once the form/report is complete the trainer has to email to themself and then email to the customer.
If the customer requests another copy of the form (which happens often with staff turnover months later) we cannot reproduce the original as the print option prints ALL fields (even those that were not applicable) and the report makes no sense.
The ability to retain the original form would be a huge help with this.
Our sheets & workspaces require many people to have Admin level capabilities, which means that when someone requests access to a sheet or workspace, that email is sent to every Admin. This causes confusion and higher risk of no access granted (because people have learned to ignore the emails) or the wrong level of access…
Today you can create a form and add logic. If that logic requires that requests need to be made for X days in the future you can add logic to help. For instance is the date requirement is not met you can hide fields so that information cannot be submitted completely. You can display a banner if date requirements are not…
The current logic behind the "Last Activity" column in the True-Up is not useful for performing True-Up nor ongoing reviews of licensed seats. I need to know when someone last made a modification to any sheet regardless of the level assigned to the modified sheet. In my case I have a project manager who is an owner on…
