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Dynamic Forms created as an Object
It would be great to have forms created as objects, that way if I copy paste a folder, or am provisioning projects via control center, the form URL will be dynamic to the newly created object instead of me copy/pasting/modifying dashboard links etc.
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Project Management with Multiple Subprojects
Hello! I'm looking for recommendations on the best (aka easiest) way to create and manage subprojects within a project. Our current systems are set up to have 1 project number, 2XXXXX, with several subproject numbers, 3XXXXXX, depending on how many phases and shipments of the job there are. The subproject numbers are…
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Alerts but send populated Fields only
The form I use to gather data is made up of circa 150 columns, and different columns are populated each time a form is filled out, depending on options selected in the form (logic). When I set up an alert, I just want it to send populated fields so they don't have to scroll through a big list of empty fields to see…
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Allow Reports to display Attachments as a thumbnail
We use Forms to capture defective works in the field which then attaches an image to each row in our Defective Works Sheet. We would like to be able to have a column assigned as an Attachment field in order to have the Report display text fields with the accompanying image in the body of the report, rather than the little…
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Form Query String - Changing Hyperlink
I need to create a form that will have a unique, clickable URL code. I can successfully autofill a section of the form to contain this hyperlink but it is not clickable since it is an editable field (see example below). Any ideas?
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PMO Template - Issues with Project Intake Form --> Project Intake Sheet
Hello All! I wanted to see if someone could assist me with fixing a bug I created. I was using the Project Management Office (PMO) template set and the 'Project Intake Form' and 'Project Intake Sheet' - the connectivity between the two (aka when I use and fill in the form, press submit, it would generate a new Project ID…
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Assign Multiple Users from a Form
Good Morning, I have a form that has a few check boxes. Depending on what checkbox is selected, different people are assigned to a task, but it's for a single entry/row. Is there a way on a form to make the assign column (which is already set to a multi-contact) assign to several users in the single assign field from a…
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How can I move columns from a row to individual tasks/ rows in a different sheet?
I am trying to conduct a survey at 100+ locations and use the survey results to generate a "custom" action plan for each site based on the responses. Once the action plan/ task list has been created I will need to track the project status of the task completion. The logic for the action plans is easy to address. I'm having…
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Document Control
I'm wondering if anyone has used Smartsheet to set up a Document Control process, and if you have any suggestions to how I might get started with that. I would like to have a form log that generates sequential form numbers as well as a way to keep completed forms with a single access point. Automated approvals would be…
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Any recommendations for third party form builders with advanced date field functionality?
I'm looking for a third party form builder that integrates well with Smartsheet, and provides additional functionality around date fields. We need to be able to easily restrict dates based on pre-set deadlines (i.e. report requests cannot be made for any date less than 12 business days in the future). Ideally we'd like…
