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Question regarding a Form, Automated work flow, and Request an Update.
I have a form with an automated work flow. Three of the cells are for names - actually email address. The column properties are set as "Contact List..." The last question on the form is "Request an update". The default selection is "Yes" How I am hoping how this will work is as follows: John Doe enters the three cells with…
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Survey Populating Rows with Data
Hi! I am trying to create a survey that will be sent to external customers. Customer's name, email & project data is populated into Smartsheet. Automated trigger generates email. For example when box is checked an email will be generated & sent to contact in a cell. The automated email containing the Survey is emailed to…
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Pre-populate select fields in a Form (sheet B) from an existing sheet (Sheet A)
Is it possible to prepopulate select data elements of a form from an existing sheet that contains the data. Example we have two sheets. Test Execution sheet (Sheet A) to manage and track testing and Defect Log (Sheet B) used to capture defects identified the Defect Log would have form associated with it. Within the Test…
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Filling out a FORM + requesting approval from a colleague
Hi there! Right now, we have a PDF application filled out and emailed to managers to sign/approve. I would like to transfer the PDF application to a form. done. I am struggling with the "managers approval" part. I want applicants to type in their managers email, and somehow have that manager "approve" their application. I…
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How do I get a sum for each location (Room 600-605) excluding expired materials?
In this first image the "Complete Count QTY" column sums the materials excluding expired materials. This works perfectly. In this image you can see my attempt at getting a sum for Room 605 in the "Location Specific QTY" column excluding expired materials. This is where I have a problem. Ideally this would read 4 in the…
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Is there a way to create multiple rows in a sheet based on a numerical answer on a form submission?
I'm trying to track new hires via work orders. I'm wondering if there is a way to create the number of rows indicated in a form submission on my tracking sheet? For example, should I indicate that I am trying to hire 8 individuals for a certain role, is there a way to automatically add 8 rows to my sheet that copy all the…
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Alert Triggers?
Good afternoon, everyone! I had a quick question about automation for a Smartsheet form. I set up a workflow to be triggered when a date is reached (today- 3/29) and repeating every week on Tuesday starting on 03/29 and ending on 04/13. The alert is set to go to specific people (including myself) at a specific time (9 am…
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Dashboard Form Link Icon
This happened once automatically without me doing anything special, but I can't seem to reproduce it. On a project dashboard, when I created a link to a Smartsheet form, Smartsheet recognized it as a form link and gave me a nice icon. Was this feature introduced and then quickly removed, or something? Anybody know how to…
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Form & Automation Ownership Transfer
Hello, it is possible to transfer Ownership of a Form or Automation from one user to another without having to deactivate the form and create a new form? Thanks
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Tracking form back to workflow
I am receiving an update request form that is coming from an old sheet, but I can't find the workflow that is creating it. Is there a way to track the form back to the sheet/workflow that is creating it? Or is there a way to list all my active workflows somewhere? I think I own the sheet that is running this, but not sure.
