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Can Smartsheet have a Status Form?
We recently rolled out a support form where users key in their requirements for a project. However, we realized that users could only check the status if we create a report and filtered down based on the user opening the report. However, this does not allow users to view the projects that their colleagues submitted on…
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Update Request Email Notification - Limit fields to edit
I'm creating an email notification from a project plan to request updates for tasks that are in progress however the form allows editing of all fields on the selected rows of the plan and I only want the recipient to be able to edit one or two of the fields. However, they do need to see all of the fields on that row. Is…
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Pre-Populate Form with Entire Field from Sheet
Hello Community, I am trying to figure out how to pre-populate a form with a multi-word field. I know how to populate the form with a field and can provide part of my formula below, but it only brings in the first word of the field and not the entire thing. Can someone please let me know how to bring in the entire field?…
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INDEX(MATCH formula issue
I am trying to use helper columns to consolidate form submissions onto the top row of a sheet, in order to use Document Builder to populate a PDF with the inputs from eight different sessions. There are about 10 columns per session. In the screenshot below, the "Which Session" column is a drop-down list with radio buttons…
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Can I add a table to a form
In a form, I have a text field that a user can fill in with product information. What I was hoping to do within that one field was to have a table, so users can format the information in that response correctly? Please see attached image - what I want to appear is in red. If this is not possible is there a different way to…
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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…
