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Smartsheet - trigger form
Hello, I'm trying to trigger a form/ request for an update, however, I'd like the update to be requested from a user aka cell/ contact within the sheet. Scenario: I have an employee list (sheet) with the following columns: Name, email, date of hire, position (filled from another report outside Smartsheet). Based on a…
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Use Smartsheet instead of email correspondence
We've been using email to submit and correspond RFI's to our Architects. This has proven to be a nightmare. Is there any way that I could use Smartsheet for this back and forth correspondence capture? I've created a RFI form that can be submitted to the Architect for approval or additional comments, however, when they…
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Visitor Check In/Check Out
Is there anyway to have a visitor sheet to visitor info. The form would initially show 2 options, "Check-In" and "Check Out" when the visitor arives at reception they press Check-in and fill in the required info. and there entry has a status of onsite or something similar. Then when leaving the visitor can select…
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Create Smartsheet Contacts based on Form Response
Hello All, I want to create a form for external use. Depending on the responses on the form I want to send additional forms to the submitter. If I collect the submitters first, last, and email via the form, is there a way to them complete a Contacts Field automatically? Thanks, Alex
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Display Form Output in Same Format as the Form rather than the Sheet
Hi All, I am trying to use Smartsheets for our reference checking process. I have a form set up with with sections, question labels and declarations, etc... See first attached image. When I then print from the sheet the output loses all of the sections and questions labels. See second image below. There is an important…
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Form Query String - Using Multiple Values
I've been doing some research on how to append values from a sheet, to a form link, so that when the user clicks on the link, certain fields are pre-populated. I've run into two issues that I'm looking for some help on: Can you add more than 2 values in the query string? I'm referencing fields in a sheet, so they're not…
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Heavy Form entry traffic + Complex column formulas = Inability to SAVE manual sheet changes
Story time. This is a long one, so buckle up! This post is for anyone who might be having issues with saving changes on sheets with complex formulas while many form entries or new rows are being created. (TL;DR summary and the real Discussion Topic at the bottom!) Last week, I put together a small Smartsheet solution…
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1 Form - 2 Sheets
Hi there, Curious if anyone has had this and if it's possible. I'd like to create a single form but based on the answer to one question have the information go to one of 2 different sheets. Thanks! ~Jaime
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Auto-populate a form field with the result of a formula in the sheet.
I have my sheet set up so that when I click the generated URL, certain fields of the form that the URL leads to are auto-populated with values from the same row. My issue is that it seems like I can only auto-populate manually entered values and not values generated from column formulas. Is there a way to do this? Maybe I…
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Report with image of attachments
Hi Everyone, Is there a way to create a report that shows the image of the attachments? We have a quality control sheet that new items get added through a form along with a picture. I would like to create a report that can show the picture next to the fields associated the punch list item. Another way would be to export…
