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I am trying to book an Orchestra using Smartsheet Forms and Sheets, any ideas?
The form needs to go out to the pool of musicians and poll their availability. Then the availability needs to be able to be quarriable to book musicians by part. For example, I need the following parts covered each day: Flue, Trumpet, Trombone, Tuba I need a form that can go out to all the flute platers and they select the…
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Linkage Between Form and Report
Good afternoon, I am trying to create a function within a form that allows the form user to view prior Notes for repeat customers easily. Currently: All customers have a "Note" entered as part of their form. I have added a checkbox onto the form that asks "Is this a returning customer?" When checked, logic is set up to…
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Managing Change Requests on existing portfolio of projects
Situation: about 85 projects in a portfolio. As PMO, want a simple tool for project managers to submit change requests for major changes to their projects, principally to request a change to end date and provide a rationale for why the date needs to change. Ideally, a link from the project plan that allows a form pop-up to…
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Is there a way to automatically sort by entered form Criteria?
Hi, We have our vendors submitting information through a form. Right now it fills in our sheet in the order it is submitted, with an auto-generated number. One of the input fields they fill out is the location, is there a way to automatically sort and group the similar locations together when submitted?
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Email Notifications not to show when logic is not applicable?
Is there a way to have email notification items to not show when logic is not applicable? Example: 1st Question (Drop down): # of People (Depending on the selection it will open the following questions based off logic) in this case they select 2. 2nd Question (text box): Provide Name 1 / 3rd Question: Provide Name 2 / 4th…
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Is there a way to view files uploaded in the forms within email notifications?
Is there a way to view files uploaded in the forms within email notifications? Example we attached pictures to a notification form, and when the email notification goes out they don't have a way to see the attachments without navigating to the sheet, finding the row which is a pain our upper management will not do that.…
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Form submission disappearing
Help! I have a form with disappearing submissions. The don't show up in my output spreadsheet but the submitter has a confirmation email that the form has indeed been submitted. I checked the Activity Log and see no record of the submission. There are no workflows that should interfere with submission. I did notice that…
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Copy row for all columns before "Yes" Column
I am working on a project, and there will be MANY times that there will be multiple requests. This column is a dropdown with 2 options, "Yes" or "No". If the response is "Yes" I would like the data from that row, all columns PRIOR to that column copied to the next row. If the dropdown selection is "No" nothing is done.…
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Dynamically Updating Dashboard Using Forms
I currently have a form sending data to a sheet, and then data from that first row displaying on a dashboard that I can print out for a visual representation of project data. Is there anyway that I can choose which row of data I want to show on the dashboard (aka choose which project I would like to visually see)? Thank…
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Forms and Overwriting only Cells
I have a form for Safety Credentials which feeds into my Source Sheet. When the user fills out the form, they may only put in one credential. If the user previously put in a credential it creates a new row and updates the pertinent cells in a Destination sheet. All of this works great. My concern is that there are only…
