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Split Multiple Selections In Single Form Into Individual Rows (Core Product)
There have been a number of people asking how to make multiple selections in a single form and then have those selections broken down into individual rows, and the previous answer was always to use a 3rd party app, a premium add-on, or the API. Below is a set of detailed instructions on how to accomplish this within the…
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Send form via email (not just link)
We have a form (survey) that we want to send out via email (not smartsheet automation because we dont want to share the sheet with the individuals we want responses from). Instead of just sending a link - is it possible to "embed" the form in an email. I have been scouring the net for ways to embed html websites in email…
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Saving a "Form" for later use without submitting as of yet
I have employees that try to start filling out their form as they work their 8-hour shift throughout before submitting. It seems that there are times that they leave for a while, and it automatically shuts down without saving their information that they currently had in there. I heard that there is not a way to save the…
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Contact List Functionality in Forms
I've noticed this request a few times over the years, but still don't see that Smartsheet has addressed this. When using sheets, the "Contact List" column works wonderfully and will populate any user within our Smartsheet account when you begin typing a name. However, when attempting to use this within a form, it DOES NOT…
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Deleting or Deactivating Request emails
Hello, I have an automation where it send a request email automatically and it resends the same email 2 more times both request emails. I do it this way as a reminder and don't have to ask them to search their emails. Is there a way to automatically delete or deactivate the old request emails? I know I can manually do it…
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Form Submission Creating Multiple Rows
Hi there, I know this question has been asked previously in the forum, I'm hoping since that time, there has been more information around this topic. We are leveraging Smartsheet for a core business process and would like to use the functionality of a form as it simplifies the process and removes some of the technical…
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Clone Fields for Forms
Similar to how one can "clone" conditional formatting, I'd like to "clone" fields when creating forms. I have several similar questions on forms that I'd like to duplicate and make minor changes to. Instead, I have to create each field individually and it is very time consuming and tedious. Alternatively, (and even better)…
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Auto-populating Primary Field with next number in Form
Good evening, I'm currently creating a form for our client to request new Change Requests. Our change requests have a Primary Field called 'CR Number' and have the following format: 2024-CR182. I've already created my form, but I omitted the CR Number since I can't auto populate it with the next number, ie 2024-CR183. Is…
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Can I establish a form workflow that builds on each other for the same request?
Hi all, I'm looking to establish a 3-part workflow that will have 3 forms that will build off the initial request. Here's my scenario/steps: Step #1: User A submits an intake form. Step #2: Once that intake form is submitted, it triggers an alert/workflow to Owner A (owner of this process) to complete another form that…
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Link Columns to another sheet dependent on answer to question
For all exams listed on our Assessment sheet , if no incidents during the exam occur, is there a way to streamline by cross-referencing the Assessment sheet to populate specific columns in the incident report sheet instead of completing a separate report? I'd like a user to go into the assessment sheet, scroll to the…