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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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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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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…
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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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Columns (fields) not available when creating a form
I am creating a form from a sheet but not all the columns in my sheet are available to me in the form. I've tried making a copy of the sheet and creating new forms but I still only get a subset of my columns. What could be causing that? Thanks much, Andrea
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Why do some columns (fields) not appear in a new form?
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 year for 4 different categories, so that is why there are so many. In other words,…
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Form Submission Error Message
Sometimes users of my form get an error message that reads "this form cannot be submitted… contact sheet owner if this keeps happening." Could it be the time it takes to complete the form? If someone is taking too long, does the info time out?
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Form Validation for Hyperlinks
Add validation for hyperlinks to forms in order to prevent users from submitting form with text in a field asking for hyperlinks only. Users frequently type "none", "NA" or ask questions in the hyperlink field despite clear field labeling, help text and training. Having the ability to validate if the data entered was a…
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Linking new entries to previous entries - tracking attendance
I'm trying to create an easier/faster way to track attendance at the multi-week classes that our health educators teach. Currently, they have to enter in static information every time they complete our outreach tool (like, address, timing etc) and I am trying to make it so that they only have to enter that information one…