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Running Balances for employees
Hello all, I am trying to make a spreadsheet that tracks employee fitness reimbursement balances based off of their entries into a form. Each employee has exactly $300 that they can use per year for fitness expenses. Every time they submit a reimbursement, it gets put into a form that includes their name, clock ID, date,…
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Link to form asking to create an account
I have deactivated the option on a form that requires people to login to smartsheet to access the form, then copied the link and made it a QR Code, but when the QR code is scanned on an iphone, it takes you through the process of creating an account. What am I doing wrong, please help.
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Can you use a form to allow users to select available time slot
We are trying to utilize a smartsheet form for recipients to select a time slot for a specific training we are doing. We are offering a training to some internal folks but are limited in seats for each session. There are 12 sessions, some on the same date just at different times. Will use form to - * Allow recipient to…
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Forms - Access control and security
Hi all, Is there an add-on or any plans to create an access control process for forms? Currently the only security setting is that users should log in, but that means anyone with a Smartsheet login. We need to be able to set access for forms like we can with sheets or workspaces. Given the new GDPR laws and requirements,…
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Requesting update to specific people and only linking their projects
I'm keeping a portfolio of my teams projects (150+). Once a week, I'd like to send out a request update for each person to update their assigned projects. I can't figure out how to send out the request update only to those linked to their projects. As an example, I added a condition that if Project Led by was "my name"…
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Request A Weekly Update Forces 50 Rows of Update. Only Need to Update First Row
HUGE issue. I have a workflow to request an update every Thursday. When workflow is triggered, instead of having only ONE row update, it asks for 50!!!!! This is bad. I tried to lock these rows but still is launching 50 pages worth of request update. ONLY ONE ROW should ever be requested. Period...
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How to create a deadline column for it to be three days before the deadline that was put in the form
I am trying to create a workflow (I think) that when someone completes my form and enters their requested deadline in the form, there will be an automatic column that will show three days before that deadline requested. I want that date to automatically show three days before the requested deadline so that we can get…
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Auto Reply to Form Submissions
Hello Team, I was trying to setup automatic replies to people who enter their email and select a certain timeframe. I would then like to send an automatic reply with information regarding the session that they signed up for. Is this possible using workflows? I can't seem to select a contact in the "Send to contacts in a…
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How do I center the logo on the Side-by-side Form?
Any other layout and the logo is fine. It won't center on this particular layout for a client.
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New Forms Custom Branding and Styling, available now!
Hi Community, We launched some exciting updates to Forms today at ENGAGE! In case you weren’t able to tune in, we wanted to share them more broadly with our online community of form users and builders. So, what’s new? You can now customize your forms with a custom background color, image, or gif, and add a custom logo to…
