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Form fields to include Comments
It would be really great if, in the manage forms section, form builders are able to insert a comments field that would populate as a comment on the row once the form is submitted. I have searched many product ideas and did not see this, but I did find older conversations in the community stating that it would be desirable.…
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Does anyone use a Change Management Form in project work and have a dashboard?
Hello. Our PMO is beginning to use smartsheet as our primary tool. We're starting with basics and have created a project plan template that also rolls up into a dashboard. We would also like to track change requests and have an overview for reasons, # of requests, # of date changes made due to requests, etc. Do any of you…
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Anonymous Survey
Hello, I am looking to send a survey to my team, I would like for it to be completely anonymous, is this something Smartsheet can do? If not is there something we can do to make is as anonymous as it can be? Thank you!
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Change Order Management
Does anyone have best practices for collecting and managing Change Order requests for Project Plans please?
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Limit Time-slot selections
I am creating a sign-up form for an event, in which people will select a time slot to attend (1:00, 1:15, 1:30, etc.). There are 12 possible selections, and I can have a maximum of 4 people select each option. It would be wonderful if after the fourth time an option is selected it either disappears, is greyed out, or the…
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Can you use a form to allow users to select available time slot
We are trying to utilize a smartsheet form for recipients to select a time slot for a specific training we are doing. We are offering a training to some internal folks but are limited in seats for each session. There are 12 sessions, some on the same date just at different times. Will use form to - * Allow recipient to…
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Sharing form links via a dashboard
I've created a Dashboard with links to all of the forms that employees may need to submit (mileage reimbursements, equipment check out, injury reporting, etc.). If I share the dashboard with an "All User" group will they be able to access and submit all of the forms on the dashboard?
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How to automate data involving dates and sum totals
I have been researching this topic for some time now and have been having trouble finding an answer - hoping the Smartsheet hivemind can help! OBJECTIVE: To obtain a sum total of data submitted via a Smartsheet form, based on submission date. CONTEXT: I work for a transportation company, and we use a Smartsheet form to…
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Using field from sheet to pull data into a form
Hello. Is there a way to use a field that is defined on a sheet to pull associated data into a form? For example, if I have a request ID for help desk tickets. I want to use a form to query or pull in the data from a specific Help Desk request ID, allowing a user to see what is in the record. Then, I'd like them to be able…
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What’s Your Elevator Pitch for Smartsheet? 🚀
Hi Smartsheet Community! I’m curious—how do you sell the value of Smartsheet in 30 seconds or less? We all know Smartsheet can transform workflows, improve collaboration, and make life easier—but when you’re trying to gain buy-in from leadership or teammates, what’s your go-to elevator pitch? Here’s the challenge: Keep it…