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Can you automate sending an attachment when a form is submitted?
Once a user completes a form, I'd like to automate sending a follow up message with an attachment for them to complete. Is it possible to add an attachment via the automated message or through an automation? I don't see a way to attach/ add a hyperlink. Thanks!
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How to count total number of requests submitted?
Hi, I am trying to find a formula to count the total number of requests submitted in my grid. I want the formula to count the number of request ID's displayed. I want to use this number so I can display a metric on the dashboard. I also want to use a formula to count the number of "In Progress" requests and use this to…
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How to trigger a Data Table Lookup on a multi-select contact field
Hi folks, would anyone have ideas on how to execute the following process, please? I am building the workflow for an internal award nomination + evaluation process for a company of 850+ people. I have the workflow worked out for people nominated for individual awards, but I am struggling with the best way to adjust this…
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Automation works correctly when manually changed in sheet but not when input through form
Hello, I created an intake form for a project request. In the form there's a field where the submitter has to select from a dropdown list of Contract Information choices. Here are the automation logic I have: When I tested it by selecting the different options in the dropdown in the sheet column, this works correctly.…
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The ability to omit blank fields in email notifications
When sending alerts and requests through automation, we currently have the option to send a message including either all fields, specific fields or the message only. For my particular organisation(and i would imagine many others), none of these options work. We have dynamic forms that build themselves based on answers and…
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Make showing Sheet forms in the navigation pane optional
My team just alerted me to a couple of updates on the web version and that I didn't notice on the desktop version. I feel more comfortable using desktop app. If I may, can you make showing Sheet forms in the navigation pane optional? It's going to cause some confusion. My team tends to create multiple version of the same…
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Creating Form where questions will change as per the input from user
I wanted to create a form but i want the form questions to get updated as per the input provided by the user. For example how we have the marketing survey, depending upon the input provided the following question gets changed. Is something like can be done in Smartsheet form as well ? Please help me out or guide me to such…
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Merged: Copy Form from Test Workspace/Sheet to Prod Workspace/Sheet
This discussion has been merged.
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Sending a form with automation
I'd like to set up some automation that will send a unique form once a certain criteria is selected in the worksheet. I can set up the automation to alert someone, or request an update, but nowhere can I send a form. Alternatively, is it possible to send an update request that only shows specific columns in the sheet? Some…
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Form Automation- Request an Update
Hello- I have an access request form that needs to flow through two levels of approval. 1st level is the employee's supervisor, and they next is the director. The form keeps getting stuck if the supervisor denies requests an update. the update form will send to the employee to update and submit. Once they resubmit the form…
