Forms

Amy_D2Install

We are a professional installation company and we have subcontractors who accepts our installs for our customers that are nationwide.

I need to input Customer Work order and installer pay into smartsheet with multiple columns about the job and the installers requirements.

IE flight required, car rental required, personal car allowance required

Installer pay rate for this job

once, I input all these fields, I want to be able to send this data to the installer via a FORM

who has to accept this job/pay rate and conditions of travel.

I've created the smartsheet, but when creating the form, all the fields are blank.

Need help on how to dispatch out this info with only a few fields the installer agrees to and submits back to us.

KPH

Have you look at approval workflows? If you are entering the data into the sheet and want to share this information in a form for another party to accept, or reject, I think an approval workflow will meet your requirements.

https://help.smartsheet.com/learning-track/smartsheet-intermediate/approval-requests

Amy_D2Install

Ok, so I have that automation set up, however, I am stuck in this field

Send to Contacts in a cell:

there is a box with a drop down, but that box is empty

what are the actions here?

KPH

You will need a column in the sheet that is formatted as a contact list. Once you have a column of that type in the sheet, the drop down will show it. This column will need to contain the contacts that the approval message will be sent to.

Amy_D2Install

Thank you

Amy_D2Install

Can the email received from the Smartsheet automation include our Logo?

KPH

If you add your logo to the sheet, it will replace the smartsheet logo in the email.

To do that, right click on the workspace in the Browse pane.

Select workspace colors and logo.

Upload your logo.