Form - Heading/Description & Dividers not copied from one to another
Anyone who can assist, greatly appreciate your time and assistance.
Created a Form within a Smartsheet, the Form includes Headings/Descriptions and Dividers. When the Smartsheet is copied as 'new' to use as a template and create another Form, the Headings/Descriptions and Dividers do not copy into the new Form. Is there a way to have this information copy into the new Form?
Thank you to anyone who may be able to provide insight into this.
Best Answer
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When you save the sheet as new, make sure the box is checked like the screenshot below. Then the form should duplicate with the sheet.
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
Answers
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Hi @JWattz
Strange! It should!
Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@getdone.se)
I hope that helps!
Be safe and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Hi and thank you for your response! Good to know that the form should copy Headings/Descriptions and Dividers.
Unfortunately I am not able to share the Smartsheet/Form due to information contained, and if I change the data it will affect those using the Smartsheet/Form/Survey currently...let me attempt to explain.
Smartsheet created, Form created and in use as a survey importing data to the Smartsheet
Attempting to create another using the original Smartsheet as a 'template': Copied Smartsheet as 'new', select 'new' Form, column titles appear in the new Form however headings/descriptions and dividers do not.
I hope this information provides an explanation of what I am attempting to do.....if not, please let me know. I really appreciate your assistance!
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Happy to help!
Yes, new doesn't retain the information.
Try and duplicate the form instead. That should work.
Did that work?
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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I was able to duplicate the form, however when I bring up the 'new' Smartsheet and select Forms/Manage Forms, the duplicate does not appear in the selection as a choice.
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When you save the sheet as new, make sure the box is checked like the screenshot below. Then the form should duplicate with the sheet.
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
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Thank you! I had copied the Smartsheet from the file menu (does that make sense?), rather than file, save as New.
Copying for Smartsheet the way you explained, it worked!
Amazes me how Smartsheet 'knows' which Form to use for … which Smartsheet and how they are innertwined
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Happy to help. 👍️
Each sheet has a unique URL and so does each form (one of the perks to being a web based platform). This means that they only have to link the two URL's together.
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
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SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Thank you! The Smartsheet community is awesome!
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SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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