Forms

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Reporting on who and how many times an individual has attended eventsAnswered Question

Answered Melissa P-B 42 views 19 comments 0 points Most recent by Paul Newcome 03/27/20Formulas and Functions

First post 03/12/20,Last post 03/27/20
Greeting all. I am my wits end on this one because I'm pretty sure this can be done but I'm not quite finding out how. The problem I'm trying to solve is as follows: We manage multiple events in Smartsheet. We use forms for sign ups so all…
Formulas and Functions4219
Melissa P-B
How to add logo in smartsheet Forms?

Sepi Deh 453 views 8 comments 0 points Most recent by Andrée Starå 03/27/20Using Smartsheet

First post 07/18/18,Last post 03/27/20
Hi, We would like to customize our smartsheet form in order to create an online opprtunity for Forum registration. For this purpose, we need to add the logos of our company and that of our partner. Would you please inform us how this ca…
Using Smartsheet4538
Sepi Deh
Adding Location column to web form

fraygosa 24 views 3 comments 0 points Most recent by Andrée Starå 03/26/20Using Smartsheet

First post 07/29/19,Last post 03/26/20
I know the apps have it but is it possible for the web version of the form to include a location column? I know web is perilous especially from a desktop with proxy and such. But many many many phone web forms now just straight ask for pe…
Using Smartsheet243
fraygosa
Best Practices of archiving sheetsAccepted Answer

Accepted Answer Yogin Bhatti 17 views 3 comments 0 points Most recent by Genevieve P 03/25/20Using Smartsheet

First post 03/23/20,Last post 03/25/20
Hello, I currently use a form to populate a sheet for any new sales leads. We're at the end of our fiscal year and I'm trying to archive all old leads and start a new sheet. I want to know about some best practices of achieving this. I wa…
Using Smartsheet173
Yogin Bhatti
Possible to insert today's date (dynamically) as Form default using URL Query StringAnswered Question

Answered JLH 25 views 5 comments 1 point Most recent by JLH 03/25/20Using Smartsheet

First post 03/20/20,Last post 03/25/20
Hello - I need to find a way to have a Date field default to the current date on a Form. (I can't use the systen-date field, as user needs to be able to override 'todays Date' if necessary) Unfortunately, selecting the obvious Da…
Using Smartsheet255
JLH
Forms with Duplicate EntriesAnswered Question

Answered S_Karkhoff 28 views 5 comments 0 points Most recent by Tim Meeks 03/24/20Using Smartsheet

First post 02/26/20,Last post 03/24/20
I have a sheet where I am collecting specific account information, but then want to collect names and demographic for multiple people. Is there a way to only input the account information once, but then have multiple rows with individual …
Using Smartsheet285
S_Karkhoff
Form Issue: Auto-Complete Contact Column

Connor Hartford 51 views 3 comments 0 points Most recent by Jennifer Belawski 03/24/20Using Smartsheet

First post 08/23/19,Last post 03/24/20
Hi All, I think this feature should be a part of the Smartsheet web client, however, it is not. BUT it is a part of the mobile app. When I go to type someone's name into a contact column field USING A FORM, it won't auto complete and sh…
Using Smartsheet513
Connor Hartford
Updating Existing Row from Form DataAnswered Question

Answered Sheryl Sheldon 13 views 2 comments 0 points Most recent by Sheryl Sheldon 03/23/20Using Smartsheet

First post 03/23/20,Last post 03/23/20
Hi - I have a request to create a sheet where a team member wants to input data, and then send a form link out for additional information to be collected. We would all of this information to be populated on one line Does anyone know if t…
Using Smartsheet132
Sheryl Sheldon
Auto-populate smartsheet template from form entryAccepted Answer

Accepted Answer Natasha Durham 19 views 1 comment 0 points Most recent by Andrée Starå 03/23/20Using Smartsheet

First post 03/23/20,Last post 03/23/20
I have a tracker smartsheet that has a form attached to it. When a new entry is submitted, is there a way to auto-populate a new smartsheet template for every entry?
Using Smartsheet191
Natasha Durham
How to ensure data privacy?Answered Question

Answered [email protected] 15 views 1 comment 0 points Most recent by Andrée Starå 03/21/20Using Smartsheet

First post 03/21/20,Last post 03/21/20
Hi I want some of my users to be able to submit data using forms. But in order to be able to fill out a form, the users must have shared access to the sheet that contains the input form in question. With sheet sharing enabled, the users …
Using Smartsheet151
[email protected]
Insert approvers name and date/ time of approvalAccepted Answer

Accepted Answer Gunn_Jack 19 views 3 comments 0 points Most recent by Andrée Starå 03/20/20Formulas and Functions

First post 03/18/20,Last post 03/20/20
Hi all, I have created a form and a workflow for approval. In short: Somone submits a form Details email to an approver Approver either approves or declines (would also be good to have more than 2 options i.e. defer) The smartsheet updates…
Formulas and Functions193
Gunn_Jack
I want sync a field across multiple sheet, being able to edit it from any of those sheetsAnswered Question

Answered Rebecca Larkin-Martinez 30 views 5 comments 0 points Most recent by Rebecca Larkin-Martinez 03/18/20Using Smartsheet

First post 03/13/20,Last post 03/18/20
Use case. 4 sheets Intake Sheet, Prioritization sheet, Resource sheet & Overall Status Sheet When a project is requested it is automatically added to the "Intake" sheet through the form. Status field is New. When we agree th…
Using Smartsheet305
Rebecca Larkin-Martinez
Automatic Upload a file to "Proofing" from a Form

fmundy 45 views 4 comments 1 point Most recent by BrianBosché 03/17/20Using Smartsheet

First post 10/22/19,Last post 03/17/20
In the new "proofing" system, is there way to use a form to automatically send a file to "proofing" rather than to just upload the file? I can't find any method of getting a file into the "proofing" system oth…
Using Smartsheet454
fmundy
Auto send a completed form to an email addressAccepted Answer

Accepted Answer Ramone Palmer 29 views 12 comments 0 points Most recent by Paul Newcome 03/17/20Using Smartsheet

First post 03/17/20,Last post 03/17/20
Hi, I am fairly new to Smartsheet, and was able to create a sheet and a linked form to replace our old HR blast process. My question is this, I created a form, and we have a list of users who needs to get an update/notified of all fields…
Using Smartsheet2912
Ramone Palmer
trouble with formulas applying to new entries from form

steve50951 23 views 10 comments 0 points Most recent by Paul Newcome 03/16/20Formulas and Functions

First post 02/26/19,Last post 03/16/20
I created a form. new entries are entered at the bottom of the form. I copied all of my formulas to the bottom of the form. When new entries come in from the form, they come in below the last row where formulas are copied. Result...formula…
Formulas and Functions2310
steve50951
Is there a way to auto-hide columns based on the value selected from a drop down cell?Answered Question

Answered Nikki Hopper 18 views 1 comment 0 points Most recent by Andrée Starå 03/12/20Using Smartsheet

First post 03/12/20,Last post 03/12/20
I have a main grid with several columns and a webform that feeds into that grid. This tracker is used by my team to track several job "types" defined in one of the destination grid columns as "Large Project", Medium Pro…
Using Smartsheet181
Nikki Hopper
Why do some columns (fields) not appear in a new form?Accepted Answer

Accepted Answer Mike Beam 49 views 10 comments 0 points Most recent by Andrée Starå 03/12/20Using Smartsheet

First post 03/04/20,Last post 03/12/20
Hi, I'm a new user. I created a Smartsheet with roughly 60 columns for a survey form, but not all of these appear when I create a form. Forty-eight (48) of these columns are Dropdown (Multi Select). Each column represents a month of the ye…
Using Smartsheet4910
Mike Beam
It's possible to create a dynamic dropdown list in smartsheet form.Answered Question

Answered Yashwant Singh 21 views 3 comments 0 points Most recent by Andrée Starå 03/11/20API & Developers

First post 03/11/20,Last post 03/11/20
need to create a dynamic dropdown list in my Smartsheet form so that data automatically pull from data sheet into my form when user click any location or year.
API & Developers213
Yashwant Singh
Method to limit attachment types?

Dan Snodgrass 27 views 4 comments 0 points Most recent by Andrée Starå 03/11/20Using Smartsheet

First post 08/22/19,Last post 03/11/20
I have a form that is designed for employees to submit news stories for our website to which they are also allowed to upload an image to accompany the story. My problem is that, despite specific instructions NOT to do so, employees often …
Using Smartsheet274
Dan Snodgrass
Custom form fields not coming over after form is submittedAnswered Question

Answered Robin Goldberg 22 views 3 comments 0 points Most recent by Andrée Starå 03/09/20Using Smartsheet

First post 03/03/20,Last post 03/09/20
Hello, I have created custom fields on a form. The url provided to fill out the form has the correct custom fields displayed. I complete the form and submit. When the form comes into my Smartsheet, the standard fields are being display…
Using Smartsheet223
Robin Goldberg
Report with the last entry to each person's forms

Carla_Ahzul 116 views 3 comments 0 points Most recent by Genevieve P 03/08/20Formulas and Functions

First post 02/22/18,Last post 03/08/20
Hi! I need to know how I can make a report with last entry to each "assigned to" with the row that generated into the Form. Anybody know how do it?
Formulas and Functions1163
Carla_Ahzul
Maximum capacity FormAnswered Question

Answered Daphne Van Diermen 40 views 2 comments 0 points Most recent by Mike Wilday 03/05/20Using Smartsheet

First post 03/05/20,Last post 03/05/20
Hello, I'm making a form for people to fill in if they want to participate on a event. I made the form and set some dates that they can choose. The only problem is that on each date there is limited capacity. So what I would like is th…
Using Smartsheet402
Daphne Van Diermen
Create formula to count category risk with aggregate ratingAnswered Question

Answered Jorjie Higginson 25 views 3 comments 0 points Most recent by JReisman27 03/05/20Formulas and Functions

First post 03/05/20,Last post 03/05/20
Hi, I have a risk register for a project that has well over 100 risks documented and I have them categorized into 17 different risks. I would like to be able to create a formula to count how many risks exist under each category and then a…
Formulas and Functions253
Jorjie Higginson
Form Submission to RollupAnswered Question

Answered Ezra 24 views 2 comments 0 points Most recent by Ezra 03/04/20Formulas and Functions

First post 03/03/20,Last post 03/04/20
I've been thinking about this for a while.. I would like to take the laggy and awkward pivot middle-man out of the process. I think there should be an option for sheet with a form to add the new row according to a rollup and sort. For exam…
Formulas and Functions242
Ezra
Sending Email Group a formAccepted Answer

Accepted Answer Alisia Gill 15 views 4 comments 0 points Most recent by Andrée Starå 03/04/20Using Smartsheet

First post 03/03/20,Last post 03/04/20
I am wondering if there is a way to email a survey form to my group and when they each respond individually their responses fill in 1 row at a time. Example: I have 10 people in my group, they each respond to the survey and I will have 10 …
Using Smartsheet154
Alisia Gill
Users getting kicked off Smartsheet

Eva M 26 views 5 comments 0 points Most recent by Andrée Starå 03/03/20Using Smartsheet

First post 02/29/20,Last post 03/03/20
Hello, I created a Smartsheet that tracks a form completion. The problem is that some users (different users on different computers and on different days) are getting kicked out of the Form before they finish. Is there a reason for this? W…
Using Smartsheet265
Eva M
Sending a form with automationAccepted Answer

Accepted Answer Blake Ingram 122 views 7 comments 0 points Most recent by Paul Newcome 03/02/20Using Smartsheet

First post 12/16/19,Last post 03/02/20
I'd like to set up some automation that will send a unique form once a certain criteria is selected in the worksheet. I can set up the automation to alert someone, or request an update, but nowhere can I send a form. Alternatively, is it…
Using Smartsheet1227
Blake Ingram
Send an Email Form Intact to OthersAnswered Question

Answered Jennifer Dedrick 28 views 5 comments 0 points Most recent by Andrée Starå 02/27/20Using Smartsheet

First post 02/24/20,Last post 02/27/20
Hello - I have created a form to capture nomination information for an award. The link is on the web where people would enter their information and submit it to me. I then have to send the information to a committee to review and I would …
Using Smartsheet285
Jennifer Dedrick
Generate SCC project sheet's form link during provisioningAnswered Question

Answered Ezra 20 views 2 comments 1 point Most recent by cmondo 02/27/20Premium Apps and Integrations

First post 02/21/20,Last post 02/27/20
I really need to include a form on the project dashboard for each project that I spin up, but the link is essentially hard-coded to whatever I drop into the Web Content Widget. Either there needs to be a way to insert a placeholder link fo…
Premium Apps and Integrations202
Ezra
Update Status in task list after form submissionAnswered Question

Answered Andrea (F&Ops) Sarzosa 22 views 1 comment 0 points Most recent by Andrée Starå 02/26/20Using Smartsheet

First post 02/26/20,Last post 02/26/20
Hi Guys, How can I update the status of a task in a task list after submit a form? I just see move row and copy row, but I there is not an option to update a specific record for in a sheet. Is this possible? If yes, how could I do it? Than…
Using Smartsheet221
Andrea (F&Ops) Sarzosa

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