I am trying to make a sheet and a form that will allow me to notify different people from different departments to make sure they get the correct information. Can this be done and if so how.
Please let me know
Hi Justin,
Can you provide some more information on your our specific use case?
Best,
Andrée Starå - Workflow Consultant / Get Done
You can create multiple forms for each sheet. But the forms themselves don't send data, they just allow users to input data. To deliver data you could send notifications to people, or you could share reports that show only their data.
https://www.smartsheet.com/videos/reporting-in-smartsheet
https://help.smartsheet.com/articles/522221-collect-information-form
https://www.smartsheet.com/blog/support-tip-using-multiple-forms
I would like to be able to have the form information that is created and when a person hits send from the form that we created go to a different department such as the following:
We have a form for drafting and it goes directly to a person in drafting.
Also we have another form that is requesting us to place an order will it go to that person.
This would all be from a Master sheet.
Is there a way to set up the notifications to the certain departments based on which form is used?
In essence, yes. You could have a contact column that they populate with an email address. Or you could have the form auto-populate the contact field and make that field hidden in the form. Then when they submit the form the notification could be set on that email address, when a new row is added or based on any number of criteria. You would designate the contact address from the form itself.
I have a Pro plan but I cannot create ANY reports. The system does not allow me to choose a folder, and consequently a sheet to create a row report and suggests an upgrade to Business or Enterprise. I'm quite new to Smartsheet and feel a bit disappointed with this limitation, or maybe I'm just doing something wrong. Alberto
I have multiple items that each have their own statuses and that roll up to "workstreams" or swimlanes. On the dashboard, I would like to show the progress of the items by swimlane without breaking it out into separate widgets for each. This would ideally be a stacked bar where each bar represented the Items and was broken…
Hello, I use Smartsheet in such way that people are asked to provide data on many records and then that data needs to be approved by one other person (always the same person). I would like to set up an automation that, each morning, checks to see if there are records waiting to be approved, and if there are, sends an…
