Sign in to join the conversation:
I have created a form and in this form if the user chooses "remove" then I would like to require that documents be attached. Is this possible?
Conditional responses aren't there yet from what I can tell. That said, whenever I have something like this, I just included help dialogue in the form under the question I am asking. Something like this:"Please NOTE: If a removal, please include your _____ document below using the attachment option below"Or something like that. The discretionary dialogue in the forms is very flexible and helps in scenarios like you're describing. Chris
Chris is correct. building conditions directly into forms isn't an option yet. Feel free to submit a Product Enhancement Request.
In the meantime, you can use Google Forms which integrates very seamlessly with Smartsheet or you can set up an Automation workflow that will send out an Update Request to the user if the option was selected but there is no attachment on the row.
This would send out after the fact but (generally) happens within 15 minutes of form submission.
Has anyone found a workaround for sharing Smartsheet reports externally without giving access to internal data? I currently have to download the data and transfer it onto excel to create a pivot table for our client and I want to find an easier way to do so. I also already create a dashboard for our client, but I wanted…
Hello team! Hope you all are having a wonderful holiday season. I am trying to set up an automation that will send an email reminder one time when Next Update Date = 60 days, then another automation at 30d, etc. The key is I only want it to send the reminder one time when Next Update threshold is reached. Is this possible?…
I have an automation setup to escalate to managers when a step goes beyond 2 days. I have that titled as Escalation for Purchasing, Escalation for Planning, etc. In my trial run, 3 out of 6 showed up as Reminder: New part number request log ( this is the name of the sheet) The only thing we could see was that the ones that…
