Hi all - We're trying to create a new client setup form that then feeds that new client number (auto-generated in Smartsheet) to the job setup form. There are many instances where we do multiple jobs for a single client, so our new clients will be on one sheet and new jobs will be on another. I have the "New Client" form…
Good afternoon, I was not able to find any solutions for this question online and would appreciate any guidance whether it is possible at this time. We have a request from a user group that would like the Update Form sent through automated emails to display attachments and comments as expanded by default rather than…
I have a form where a user would select options from a drop down. Ideally, like to setup logic so that when they select option D, there is another form field (let's just call it Field 2) that is then hidden and has its value set. There are other times when if they were to chose Option C, they would need to decide what…
I'm having trouble with form Default Values not saving. Is this an error or an I missing something? Thank you! Patrick
We have master sheets with over 100 rows and it gets very labor some to enter data at different phases of a a project. I understand that form views are a nice way to enter data but that they can only be used one entry per row. Is there a way to go back into form view at a later time and by a drop down menu of the primary…
I am using the Smartsheet.gov; and the form manager looks completely different. I verified the differences as I watched both best practices webinar and the gov-course-4-gather-data-and-report video under the gov site. But I don't see any mention in the gov community of conditional logic FAQS. Can anyone verify if the…
When building a form we tend to start with some data in the sheet, and then build the form from that. As the form develops we add elements throughout the form. Unfortunately this then means that the Sheet (grid view) order does not align with the form order. I realise I can move the columns manually. I was wondering…
I have a couple of questions: 1). When a form is completed, you can get a copy sent to yourself. Is there a way it can be sent to multiple people? Our use case is: A file review form is completed and the completed form is sent to the lawyer so, they can file it in the matter folder however, this isn't being done so ideally…
I am trying to create a Display Name over a URL to make it more readable in the description of my form.
Hi Community, As the PM for Smartsheet forms, I read and appreciate every piece of feedback that you submit. Since we released conditional logic for forms last spring, one of your most frequent requests has been the ability to conditionally show additional form elements. I’m pleased to announce that you can now apply logic…
