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How do I ensure an email is sent out when a form is filled out and submitted?
I used to have my form notify certain people when a new form entry hit the sheet with a certain selection, but I've completely forgotten how I did it and now I can't make it work again. We get many form fills and I need to make sure someone gets notified when a new form fill comes in. Any ideas? Thanks in advance! JC
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Trigger Issue
For one of my sheets, when someone submits a request through a form, I have some rules that assign approvers, and also some rules that assign the number of approvers. These always work fine. Okay, as one example, let’s suppose the number of approvers is just one. I have a Change Status rule like this: When rows are added…
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Send form to update multiple rows but form is individualised to each row
Hi! Many thanks in advance for considering my query. I have a smartsheet which I am trying to use to send the same form to multiple rows however the form has to be individualised to each row with a unique URL. I am not sure if there is a way to do this. Many thanks again! Jono
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Webform not updating after sheet changes
Hello I have created a simple sheet with data for internal materials requests, including an approval loop via workflows. I then created a webform to gather input; in order to test it, in the approver / exectutor user fields I used fake data (=always myself and my colleague) to test it. It works. I have now updated the user…
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Is it possible to use URL query to populate data in the Description of a form?
I'm looking to have a form be pre-populated by following the steps laid out in this article. Instead of having the URL query pre-populate the data in the form, is it possible to capture that data and display it in a dynamic description? For example using the situation in the original article, instead of pre-populating…
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Create a Form with Auto Filled
I have a sheet (Sheet 1) that is my Master Project. Each project has to create subtask request for another department (within Sheet2) but a lot of information prefilled in Sheet 1 needs to be fulfilled into Sheet 2 when the request is made to that other department. Is there a way to create a form within Sheet 2, use the…
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Auto-populating sub-tasks from Form.
Hello. I have a list of tasks, assigned to different people, that have to happen each time a new topic comes up. Ideally, when a user submits those topics via a Form, I would like that list of tasks/assignees to auto-populate as sub-tasks below row of information that was submitted from the form. Is that a thing that can…
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Can I make a form demand EITHER field be required?
Hullo: I am using a form to track outside vendor shipments. Sometimes our shipping team gets stuff into the system in advance, sometimes after it's been picked up. I would like a form that requires either Estimated Ship or Actual Ship. If one is filled, the other doesn't need to be, but at least *one* of them must be…
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How can use a field several times within a form?
Hi. I need to collect feedback about several programs using a form. The form should include the same questions for each program. Any ideas about workarounds that allow me to use a field several times within a form? I want users to receive one form to collect their feedback about the different programs.
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Approval Chain
Hi, I am trying to set up a work flow with the approval chain below: Someone submits a form, it gets sent to a Manager for approval. If approved, the employee gets an email stating such. If it is denied, the manager can add notes on what to fix, it gets sent to the employee to fix. I have that workflow set up. However, I…
