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Email response for forms
I have a few questions regarding forms. The form I'm setting up has a field for Email Address and if the user wants a copy of their responses, they're required to enter it again at the bottom. I tried a workaround where I toggled off the check box at the bottom where they can indicate they want a copy, and instead created…
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Automatically Create Report with Single Row Data?
Hello, Is it possible to use Smartsheet to automatically create a single row report and mail a viewable link? Use Case is similar to getting a package tracking number where the end user can view realtime progress on it with the unique link/identifier Below is the idea I have sketched out, but I have not found a way with…
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Help Text on Form Fields keeps disappearing and other issues
I have a form where I have help text on a number of different fields, however the text is pretty much the same: "Please check if member is NOT current. Add any additional members under "Other" " This is for drop-down fields. (I have a line break at the end to allow for some spacing before the choices.) If I edit the…
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Is there a way to insert pictures/gifs into forms?
I don't see any image components, so I'm assuming not. But sometimes I have questionnaires that have a visual component to refer to beside the question or sometimes like to include pictures/gifs as visual help. Would love to know if there's a way. But I've gone ahead and submitted feedback anyway.
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How to auto-populate fields in a form based on a drop down menu?
Hi, I am trying to create a form based on a list of where for instance, one account has different line of business only applicable to that account, I would like these to be shown once the account is selected from a drop down menu. I was thinking on a VLOOKUP formula but I don't see how I can use this is the form creator.…
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Conditional Logic - Drop Downs
Hi there - I have a form, and am using Conditional Logic to show/hide certain fields, but had a question. Is there a way to show a field and only certain selections from that field? Here's an example: Person selects Retailer A from a drop down. As a result, a drop down (Promotion Options) appears (among other fields). What…
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Can a Form be saved as an attachment
Hi, I am wondering if a form can be saved as an attachment on the left side of a sheet? I currently am working on creating a form for a sheet, however, I do not need all of the information being collected on the form to be added onto the sheet. I am thinking to have some information transfer to the sheet, and then any…
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It's possible to create a dynamic dropdown list in smartsheet form.
need to create a dynamic dropdown list in my Smartsheet form so that data automatically pull from data sheet into my form when user click any location or year.
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Docusign / Smartsheet | Supported Field Types
Does anyone have experience working with DocuSign "Radio Groups" and merging those fields to data inside Smartsheet? I have been utilizing the Smartsheet/DocuSign integration for several months with great results, but there are a few areas I am running into issues - this being one. I have application forms that have…
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Vacation & Time-Off Management
Has anyone used smartsheet to manage time-off requests and/or vacation for a pool of staff (approx. 200)?
