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Multiple workflows in a worksheet - "This workflow was triggered by at least 5 other workflows"
Hello all, I'm currently having a sheet with the answers from one survey form (30 questions). The answers are YES/NO option, but then I would need to convert the YES and NO in 1 and 0. What I did (and maybe I overcomplicated myself) was to create 1 workflow per column. When a new row is created then this triggers the 1st…
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Forms: How to print/generate a PDF with field label and answers
I am creating a survey form, and the questions are quite long. There is a character limit for the column/field name, so I just use numbers (e.g. "question 1", "question 2") in the column/field name and put the actual questions in the field label. That seems to work for the form. However, I want to be able to print/generate…
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How can I get form submitter name or even better person from users directory?
Hi everybody, I'm trying to do something very similar which is shown on the animated gif on the Smartsheet home page. Table of requests where you can see the request title and also the requestor, which is in the animated gif represented as full person name with small icon. The animated sequence is then also showing the…
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Prevent Logic from Disappearing when copying a Form
I am trying to create a template for a form that my team will be using going forward. I've created a template and have all my fields set but when i save as new or build off the template all of the logic as well as required fields and Multi Line fields just go away. the Fields are still there but I have to go in and update…
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Multiple approvals process
I'm creating tracking for a change process through various departments. What I need after project submission into Smartsheet is: Team 1 - intake, review, notes and approval (either approved - no comments, approved with comments, or hold - with comments) Teams 2-15 - same as above No one team's approval is subject to any…
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Nested Form Logic?
Good Afternoon Smartsheet Pros! I am trying to create a form that adds new employee data to a spreadsheet. My desire is that I have functionality that allows the form filler to add multiple personel entries to the same form. My instinct was to create an 'Add Additional Employee' checkbox with logic that populates the data…
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Calculate a date in a form
I have two fields in a form: Request Type and Due Date I need to calculate (or perform a vlookup to another sheet) if the date that is chosen dfalls within an agreed timeframe based on the Request Type that is chosen. i.e. if Request Type = Email AND Due Date is less than 5 days from the submisson date then show a SLA…
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How to loop a form back to the start after hitting Submit
I created two forms, one ends in Yes/No (not required) the other in a file drop (required.) The form ending in a file drop loops back to the start requesting new data after hitting Submit while the other form just sits there showing the "Success" message after submission. I moved the file field to the end of the…
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One time use of form
Hi! I am still creating the pre-onboarding checklist using the form. However, one roadblock for me is that the user can use the link multiple times. Is smartsheet capable of limiting the link to one time use only? Like, if I answered the form already and then I click the link again it will show a message of "You have…
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Adding comments to approval process
Dear smartsheet-community, I am using the approval process for new incoming projects. Basically if a new project/line is added, an approval request is sent to 15 team leads and their choice (confirmed, declined, pending) is stored in 15 columns representing the 15 teams. Question: Is there any way to include a…
