Forms

Discussion List

  • Forms Announcement: New enhancement for conditional logic
    In Using Smartsheet
    Hi Community, As the PM for Smartsheet forms, I read and appreciate every piece of feedback that you submit. Since we released conditional logic for forms last spring, one of your most frequent requests has been the ability to conditionall…
    Accepted
    457 21
    Accepted Answer 457 views 21 comments Most recent by McGregor Poirier Using Smartsheet
  • formulas in a form
    In Formulas and Functions
    Hello, I've created a form with an email and a user name field. I would like the user name to default to the value entered in the email address field. Is there a way to use logic or formulas in the construction of the form to accomplish th…
    Accepted
    10 2
    Accepted Answer 10 views 2 comments Most recent by Khari Shiver Formulas and Functions
  • How to make a COUNTIFS Formula work
    In Formulas and Functions
    Hello, I'm hoping someone might be able to help me make a COUNTIFS formula work. Some background... I've set up a sheet that aims to capture a team's availability of staff in any given month, should their be a major event occur. The staff …
    Accepted
    39 10
    Accepted Answer 39 views 10 comments Most recent by Heather D Formulas and Functions
  • Auto send a completed form to an email address
    In Using Smartsheet
    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…
    Accepted
    1284 16
    Accepted Answer 1.3K views 16 comments Most recent by Joe Araujo Using Smartsheet
  • can a person submitting a form save it if they need to come back to it later?
    In Using Smartsheet
    I have created a form that requires a lot of information before it can be submitted. The person completing the form may not have all the information at hand or may get interrupted while completing the form. Is there a way the person can s…
    Accepted
    480 10
    Accepted Answer 480 views 10 comments Most recent by Steve Gieser Using Smartsheet
  • Dynamically update form data
    In Formulas and Functions
    Looking for help... I'd like to update the fields on a form dynamically. Example:  Use the system-generated Creation Date to calculate a "Delivery Date" 2 weeks in the future and display it on the form.  I know I can do this on…
    78 4
    78 views 4 comments Most recent by Arvind Manoharan Formulas and Functions
  • Automated Weekly Request to Complete Form?
    In Using Smartsheet
    Is it possible to set up an automated, weekly request for individuals to complete a Smartsheet form? Individuals would be adding new rows each week, not updating existing rows. Therefore, I can't tie the workflow to a specific condition. T…
    106 3
    106 views 3 comments Most recent by Joanna Lupker Using Smartsheet
  • Form Submission Issues
    In Using Smartsheet
    Hello! I have a Smartsheet that I use to track multiple data entries each day from our vendor agents. I created a form for them to fill out for each instance, and they typically have no problem adding the data to my Smartsheet.  Recently…
    346 6
    346 views 6 comments Most recent by Fakir Mohideen Using Smartsheet
  • Best practices / templates to create an NPS Form and Dashboard
    In Using Smartsheet
    Good afternoon, I need to create a form to measure Net Promoter Score (NPS) for our PMO office. I have samples for the questions, but I would like to know if anyone has experience building a form specifically to measure NPS. Any ideas/sug…
    Accepted
    34 3
    Accepted Answer 34 views 3 comments Most recent by Genevieve P Using Smartsheet
  • Form attachment not showing in the Smartsheet grid
    In Formulas and Functions
    I have a form built for incoming requests that includes an attachment field. When the form is submitted, the document does not show in the grid (or any other view) as an attachment. How can I update the form-to-sheet flow to ensure the for…
    Answered - Pending Review
    14 5
    Answered - Pending Review 14 views 5 comments Most recent by Paul Newcome Formulas and Functions