-
STOCK FOLLOW UP/ FORMULA/LINKED SHEET
Hi everyone, To improve our warehouse we are making a stock tracking. It works like this: When someone takes something from the stock they fill in a form and tick 'use something'. If they bring something back they also fill in the form and tick the 'bring back' box. In the column 'Quantity left' the amount of stock is…
-
How to collect a form user's name anonymously?
Hi all. I want to send a survey form using Smartsheet to a group of users. I want to be able to collect the user's name on the backend (if possible) without the user knowing I'm collecting their name. It's basically so the user will be truthful in their survey responses AND only I would know who said what. Is there a way…
-
Smartsheet Form fields and emails
Is there a way to only show fields that have content in an email/approve or deny email. I have several forms that have logic built in and have fields that are not viewable on the form but all fields show in the emails. I seem to remember this is an option, just do not remember how to get there.
-
Using Smartsheet for Event Registration Acceptance and/or Event Registration Reporting
1) Are you using Smartsheet to collect registrations for your events? 2) Are you using Smartsheet to report on event registrations in a shared report or dashboard? 3) Can we collaborate? We are an association membership community with a limited budget. We are thinking of using Smartsheet for several different use cases: A…
-
Leveraging forms for satisfaction surveys
Dear community, I aim to capture feedback from stakeholders on specific projects (triggered by a % completion and /or a duration). My survey needs to allow: To display a couple informative fields (as captured in my main grid) – without an option to edit these To capture 3 pieces of information (one of them being free text…
-
Forms error on submitting a google sheet document
I created a workflow that requires submitters to fill out a form by attaching a document. This form is accessed via a google site which won't let me add a downloadable excel file. As such this needs to be in google sheet form, but I receive the error below when trying to submit.
-
Question regarding a Form, Automated work flow, and Request an Update.
I have a form with an automated work flow. Three of the cells are for names - actually email address. The column properties are set as "Contact List..." The last question on the form is "Request an update". The default selection is "Yes" How I am hoping how this will work is as follows: John Doe enters the three cells with…
-
Survey Populating Rows with Data
Hi! I am trying to create a survey that will be sent to external customers. Customer's name, email & project data is populated into Smartsheet. Automated trigger generates email. For example when box is checked an email will be generated & sent to contact in a cell. The automated email containing the Survey is emailed to…
-
Pre-populate select fields in a Form (sheet B) from an existing sheet (Sheet A)
Is it possible to prepopulate select data elements of a form from an existing sheet that contains the data. Example we have two sheets. Test Execution sheet (Sheet A) to manage and track testing and Defect Log (Sheet B) used to capture defects identified the Defect Log would have form associated with it. Within the Test…
-
Filling out a FORM + requesting approval from a colleague
Hi there! Right now, we have a PDF application filled out and emailed to managers to sign/approve. I would like to transfer the PDF application to a form. done. I am struggling with the "managers approval" part. I want applicants to type in their managers email, and somehow have that manager "approve" their application. I…
