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Add pages to Intake
How can I add pages to an intake form? I created an intake form that contains over 50 questions ad I would like to split them up into 5 pages of 10 questions but I'm unsure how to add pages within the Smartsheet form. Any help would be appreciated
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Replacing form entries instead of copying
I have a smartsheet with a form automation that collects information like a survey. However I want to make it so when an entry with detail such as name is already in the smartsheet it replaces it with the new form data rather than creating a new entry.
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Form Logic based on multiple column selections
I've had few interactions with Smartsheet users in the Unanswered Questions that have prompted a form upgrade idea that I believe would be useful for many. It would be nice to have the option for logic on a form to trigger a response based upon multiple column selections. I have had multiple questions asked on Unanswered…
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Am I doing it wrong? Salesforce connector, Mesh, control center, Data shuttle ugh and now RM
:) Replacing a JIRA system that was not really used well with Smart sheet and Sales force in a united front to try and perform work flow, report out, and track time, then export for billing back to Salesforce. High level, we have a pre sales sheet that captures input from Salesforce on win, loss, and or type of project.…
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MS Power Automate Get Last Row of Data
The desired flow is: Smartsheet form is completed which includes three key pieces of info: Name, Email, Waiver This creates a new row in a Smartsheet A Power Automate flow is triggered where it checks specifically the Waiver (which is a dropdown either needed or not needed). If needed, the flow continues. I built an…
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Outo populate a field on a form when the form is being fill out
hi, is there a way that in a form i can have a way to outo populate a section (let say name ) when the fill out their information. Specially if I already have an IF function that does it in the background? For example: if the person adds a specific number it will show am specific name, pulling it from the the IF cell in…
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Copy of Submission Not Showing All Columns
Does Smartsheet show all columns in the "send me a copy of my response" email from submitting a form? We used to show a critical piece of data in that our submitters would use for their records but now that column no longer appears in that email. The column used to display in the email, and has not been adjusted since the…
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How do I make a form field's visibility dependent on 2 fields?
Hi, I've been struggling with this with my favourite AI for over an hour now and I've hit a wall. I want to implement the following: if [CheckboxA] show field 1 if [CheckboxB] show field 2 if [CheckboxA and CheckboxB] show field 3 There is no way to do this within SmartSheet forms. You have to have a helper column in the…
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Automation and Forms
If i have a Microsoft template that i have to collect information and fill out. If i created a form to collect the information that's needed for the Microsoft Template, Is there a way to utilize the information from the sheet to automatically fill out that template and email it out to respondents on the list?
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Is it possible to do?
I have to ask as I am hitting a wall here. I want to create a resource/solution where people can claim things : The work flow consists of Two parts. Section A and Section B. Section A (completed already) Section A is form where User A fills up to show/post what's available to claim from recently added items which I will…