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Column Formulas Display Forms

We have a Control Center solution and forms that are tied to RAID logs and more.

We have no way on a FORM to automate a project name or ID

We would love (like on Card View) for a Column Formula to show static information on the form that pulls from the sheet. OR the option to pull Sheet summary data to the form. This would again be a static field not editable from the form.

This way we could automate the project ID and Name to show up on all forms without the extra touch.

Joe Goetschel | Smartsheet Director | SCS CLOUD - Smartsheet Partner

joe.goetschel@scscloud.com

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"The only real limitation of Smartsheet is the level of effort required to achieve your goal."

9
9 votes

Idea Submitted · Last Updated

Comments

  • It would be very helpful to have the ability to show columns that use column formulas on a form so that the user entering the form can see the data but not be able to edit the data for that field. This is particualry helpful when the user selects an item from a drop down, for example a Customer name and the delivery address is auto populated. If this address is not where the form user wants the delivery to go there can be a check box that allows the user to select, which would then provide a secondary field for the delivery address that they could then manually enter. This way they are not having to type the delivery address each time they load the same customer for an order. Is this something that is possible?

  • SModesitt
    SModesitt ✭✭✭✭
    1. Allow forms to include columnar formula fields as visible but read-only
    2. Have capability for the formula results to show while the form is being completed by the user without the user having to Save first (which closes the form)

  • Adrian Mandile CHESS
    Adrian Mandile CHESS ✭✭✭✭✭
    edited 09/06/24

    I agree. Even though a record is not actually created until the form is submitted, if the column has a column formula or uses any sheet summary fields, they should still be operational as a form is always attached (subordinate) to a sheet.

    This may be difficult to achieve if the formula uses @cell (not sure). But if there is any restriction, then didn’t allow such columns to be ‘pre’ calculated or selectable in the form.

    Along these lines, any conditional formatting from the sheet (for input or calculated columns) could also be allowed to flow through to the pre-submitted fiom.

    Adrian Mandile
    CHESS Consulting Australia - Smartsheet Solution Provider Gold Partner
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