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Accessing a Form from the Workspace directory
Our team utilises a Form to enter Defects (Snags) as the construction project comes to a close. The form resides in the Defect Register. When a user is in the field, they must access the project Workspace via the Smartsheet App, navigate a few folders to the Defect Register, open, select the 3 vertical dots, go to Forms,…
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Can you Index-Match referencing multiple sheets?
Hi! I am a newbie to Smartsheet and jumping in head first. I am trying to use Index-Match to bring in information to a master sheet, but I need the function to look at multiple reference sheets. Master Sheet Highlighted in pink are the columns I am referring to. I would like the User to manually input a number into the…
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Why isn't the email address pulling via formula from another sheet for "contact"?
I created a Form for operations to fill out when they determine a ship date needs to push out. Since they don't always know who the Project Manager is, I have this information going into a sheet where the project number pulls the PM info from a master project list using the COLLECT formula. But when I try to create the…
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Form Automation
Hi Community, I've created a form where users can submit information for equipment out of service, which is working quite well. However, a request was made to create another form allowing users to input information when equipment is placed back in service. Is there a way to create a separate form that will allow users to…
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Combining Form Submission Data with Already Existing Row Data
Hello All, I'm looking for a way to combine form submission data with data that already exists in a row. For example my row has the item information for something we're trying to resell. The form goes out to the resell companies for them to make an offer. If an offer is made its populate on a separate row. Would love to…
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Smartsheet Form Question
Hi! I am hoping to see if any of you have experience making new in-take forms that populate a worksheet. I have received a request to 'hide' or make a particular field expandable as necessary. For example, when filling out the form for a particular organization, there are often only 2-3 organizations inputted but…
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Formula Help
Hello, I'm trying to create an inventory of all the items we currently have in our uniform room. The first column will have POLO Shirts USED through the year, the second column I would like to have our current stock inventory inside the room.. the third column will indicate if it was either provided to a staff member or…
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Hierarchy and Child IDs
Good morning. I have to create 2 forms which will populate parent rows and child rows. I need the parent rows to have a unique quote ID (have this set up now), and child rows to either not have an ID, or have a specific ID that will tie back to the specific quote number. How do I do this?
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Forms that need to incorporate multiple line entries
We currently use Jotform for some of our forms here and would like to be able to bring more of them over to Smartsheet if possible As you can see from the attached files, the form is set up to add a new line after each previous line is filled in and the 'save' button pressed Are we able to set up a Smartsheet form to…
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How to catch email adress from a submitter into a form ?
Is there a way to collect automatically user email information into a form submission ? Thanks in advance !