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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)?
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Workaround for add more than one email in the "Send me a copy of my responses" field
I have seen few questions about how to be able to add more than one email in the "Send me a copy of my responses" field. As far as I understood it, currently, you can't do it but there is a way around it: As a possible workaround, you could deactivate it, and add another column and so-called helper columns to parse the…
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Insert approvers name and date/ time of approval
Hi all, I have created a form and a workflow for approval. In short: Somone submits a form Details email to an approver Approver either approves or declines (would also be good to have more than 2 options i.e. defer) The smartsheet updates to say approved or declined What i cannot figure out how to do is show who approved…
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Multiple Updates to a Single Row
Hello, I am trying to create a "tracker" that show the progress of a shipment that contains multiple steps that are updated as each step is complete. So essentially the Tracker sheet would pull all the new entry submissions and update submissions from the dump sheet, to one row on the Tracker for each shipment. There are…
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Viewer +Forms
Can a only "viewer" fill out a Form made that will edit the smartsheet? But won't be able to mess with the data collected?
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View form submissions in form format rather than sheet
Hello, I have an active form. The field descriptions built into the form are much more detailed than what can fit in the column titles due to character limits. Is there the functionality to view form submissions in the form format (rather than in the sheet)? In this case, requests go to a committee for review, so reviewing…
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% Complete Report using boxes specific to create report
I use the Board Report Column as a filter only. More specifically, it allows me to filter only the items they want to see on their report. In addition, I need to provide them with a "% Complete" of only those items using based on the following: Not Applicable needs to be excluded, Not Started needs to be 0% and Complete…
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Generating Workflow from One Worksheet to Activate Form on Second Worksheet
I have a Smartsheet designed to track the status of work in a business process. At the last step, I want to generate a workflow that will send a survey created in a second smartsheet to each participate. Is there are guide or information on how to set this up?
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Forms
Do users need to be set as "editor cannot share" to be able to do a form? The form I have will collect data and add it to a smartsheet. I just don't want give people to much permission to be able to edit the data purposely or even accidentally. I just want the people to be able to do the form and nothing else?
