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How to - applying funds
is there a way to create a function that can apply funds across multiple cells if the funds received exceed an amount referenced in another cell? example: funds received in the amount of $5,000, we have 2 outstanding invoices totaling $11,000. invoice 1 = $3,000 invoice 2 = $8,000 can a formula "apply" the $5,000 to clear…
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Using Forms & Automation to Drive Leads
Good afternoon Smartsheet Community, We use Smartsheet Forms sometimes for some client contact forms to track real estate or other sales leads. We found it helps to use Forms and Automations to make it super easy to contact potential clients in a timely manner. I broke it down step by step with video walkthroughs below:…
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Jira Connector Issues
Hello, I am trying to setup a flow with the Jira Connector where I can use the form to populate a grid and then sync it to the Jira project we have setup. I have watched the Jira tutorials videos from Smartsheet online, So I know this is possible, however I keep getting errors that something is not setup correctly or there…
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Moving data from row-level attachments into SS rows.
Hello! I recently received a request to build some form of "batch upload" process, where users upload a spreadsheet filled with contact data and submit it via form. We would then like to move the data from these row-level attachments into columns on another sheet, where contact information from all form attachments is…
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Adding a Link to a Form
I would like to be able to add a link to a form so that a responder can evaluate a document and then respond to the materials in the link. Is there currently a way to do that?
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One Form, Multiple Grids?
Hello, Is it possible to have a form submitted and the information is entered in a different spreadsheet? For example, I am trying to build a form and depending on the issue type have it go into different spreadsheets using logic. This way we will have better control over hundreds potentially thousands of entries into the…
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How can I upload an image or video to a form?
I use forms for surveys a lot. I'd like to be able to use a video to ask a question. For example, if the survey is for the CEO, I'd like to video the CEO actually asking the question. Also, I'd also like to refer to graphs in my questions so I need to be able to upload images.
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Print out Workflow
Is there a way to print out the workflow so it can be shared in a presentation or discussion with the team? I seen someone asked last year but there has been no update to that question.
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Cell Linking from a Form
Hello I am trying to do cell linking from when the information is entered in from a form rather than directly onto the sheet itself. When I do this it adds the information onto the sheet however it moves the cells I am trying to link down to the next row and will not transfer over the information. Is there a way I can do…
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How to build an order form for large product library?
I am trying to create a Smartsheet that can record orders for products and the quantity requested for each product via a form. There are over 400 products available, so my original plan of making each product a column name and then the quantity a user would like ordered would be entered in that cell. Example of original…
