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How do I customize a request ID based on specific form selections?
iaI know how to create a request ID on the column grid but I wonder if I am able to customize based off of specific selections on form submissions. For example, Jane Doe selected content management (CM) in her form submission so the request ID would reflect that (Request ID: CM_0001), where John Smith selected quality…
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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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Conditional Formatting on Forms
I'm drawing a blank on the best way to do this. I am building a form where there is an option to select criteria from a drop-down. When someone selects a drop-down option I want it to then link to it's accompany account number. Basically, that way when they select their account name and submit the form it is submitted with…
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Please enhance Column Contacts and Form Contacts by allowing Groups to be used!
I could go on about it, but there are some basic “table-stakes” sorts of features that need to be incorporated into how column contact lists are handled within Smartsheet. First and foremost, please, for the 37th time, allow us to drag a group in and create items contacts within a column contact list. ALSO, please make 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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Adding a picture to display in a form
I want to create a form that is a quiz. For some of the questions I want to have a picture where the quiz taker is asked to look at a picture and then answer a question about the picture. Is there any way to have a picture appear in the custom field of a form? If not, any ideas on how to link a picture with a field on a…
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Data Collection for Upcoming 12 month.
Is there any way in Smartsheet form where the users will be adding data for upcoming twelve months ? For Example, current month is may- 2024 and I want them to add data for June-2024 to May-2025. So, in the next month the field should be automatically update to July-2024 to June-2025.
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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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Cascading Forms
Cascading Form data sets is one of Smartsheet's missing capabilities that I believe would be a game-changer for many alternative providers. Cascading forms are a very effective technique that can be used to compress form data and limit down options in order to narrow a workflow or collect more accurate data. Recent usage…
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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…