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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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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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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…
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Send Full Form with Description, Field Labels, and Help Text?
Good Morning, I am having a difficult time trying to find a solution for the following: I have built a Smartsheet and form to collect data from my clients. Many of the fields are pre-populated with data that does not need to change. This would include the client's contact information and other data points. I need to send…
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Troubleshooting custom URL queries to populate forms
I am trying to create a URL query to pre-fill part of a form. Here is the base form draft: Here is the customization attempt (only one query for now) which does not seem to work: Here is a screenshot showing that the field name matches the one in the query "FirstName" Why isn't the first name field populating" I am…