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How do you make a name input on a form become a contact that is already a contact in Smartsheet?
I posted this on an old thread, but thought it might be easier to find as a new entry. I am trying to have a contact show up in cells based on input on a form. User fills out form with account manager name. For example, Rachel Alexander. Rachel is in my contacts. However, when the data from the form populates the sheet it…
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Attach a pdf flyer to form submission
I have setup a Dog Registration form for residents in town and I want to automatically send each submitter a flyer. We are required by the State to do stormwater outreach regarding dog waste (see attached). There doesn't appear to be a way I can include a document in the Form Settings "Send Email of Submissions". Is there…
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Formulas from Forms
Hi there - I have created a form with 4 questions that has dropdown (multi select). In the smartsheet itself, I need formulas for the following: If all boxes are checked then show 0 If only 2 of the 4 boxes are checked then show 10 Please help, thank you!!
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Report on cells that only contain data
Hi, I have a form that asks many questions on values for ordering stock. There are 20+ columns, which is quite difficult to report on. The user will only tend to use 5-10. Is there away to design a report that only looks at cells that contain data? Many thanks Gary
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Forms for employee surveys
I am planning to use Forms to complete an all-employee survey of approx. 16,000 people. The link will be shared during an all-employee webcast and the post webcast communication. Will there be any issues if thousands of people click on the link and try to complete the survey at the same time?
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2 forms one sheet
Hi all, I have 2 forms connected to one sheet. I would like to trace which form was used for submission. I tried to put in a source field with a default value which is the title of the form, to differentiate the two. However, while it populated the column in the sheet it, does not display the default value chosen that…
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Allow customers to add rows to a form
Hi, I am creating a form to allow our customers to order new stock. I would like to give them the option to add rows per stock item and have multiple options per row. For example each row on the form would have 4 fields: Item (drop down of all items that can be ordered) Qty in stock (numerical field where the customer can…
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Form: Change "From" on Automated Form Submission
Hello! My team at work recently created a form with an automated email response to confirm to the recipient that their submission was received. When this email is sent, however, it reflects the name of the owner of the sheet. I am wondering if it is possible for us to change the name to something generic for our team,…
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Linking contacts from sheet A to sheet B
I am trying to connect contacts from Sheet A to a workflow automated message from a form in Sheet B. Is something like this possible? Sheet A is a database of people listing names, skills, locations, emails, etc. Sheet B is fed by a form, I would like new rows to trigger a workflow to send an automatic message to a subset…
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Forms Updates? ie signatures
Anyone know of any changes coming to forms? I use forms for all kinds of things within my company but I think there are some key features missing. I would be able to use Smartsheet exclusively if the forms could capture signatures. There are many "documents" that require this and it seems like it would be an easy fix.…