It would be nice to set a form to send on a schedule at the form level instead of an automation on a sheet- then we could trigger the form to resend if it wasn't submitted within a certain time frame (say 3 days).
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It would be nice in the automations to send out a form at a specific time, weekly, monthly etc. to emails so staff can be reminded to send over form responses on a project. Not an update, but fill out a form from scratch.
@andreadarcy Why can't you just post the form link in there? Unless there is something I'm missing.
I did, but it's not a clickable link - defeats the point of what I'm trying to do to make this easier for my staff.
@andreadarcy
If you create a helper column, set the name you want in the cell, and the right click and use hyperlink to assign it the URL for your form. Then you can use your workflow to send this cell to the end user as a part of the message and the hyperlink will be active.
Ok so I did this. It's a great work around, it would be nice though if there was a way to do this in the sheet directly. But I really appreciate this work around so I can utilize it for our team.
I would like to be able to send a form directly from a workflow. The only option currently to do this requires me to add the link to a message, which looks very messy and unprofessional.
I like this idea. Being able to send a form out when needed and not an update request would be best.
Our program has upwards of 50 active projects at a single time. To assist with team resourcing, we would like to view all our projects in a single Gantt chart where each project and all its phases are condensed into one row, and project phases are horizontally stacked on the same line (swimlane), rather than children in…
It would be extremely helpful if there was a way to have data pull into a form from another Smartsheet source based on selections made within the form. Example: On the form there is a dropdown to select a client property number. The property Name, Address, and any additional property information are then pulled into the…
There is currently a Hubspot integration readily available to connect data into Smartsheet.com We have received an increased need to be able to also connect Hubspot data into smartsheet.eu Is this on the roadmap? If not this would be a great enhancements for many customers.
