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Send Smartsheet-Generated PDF Automatically to Email in Sheet, without a link to the sheet itself
Goal: Let any user in our city request a pre-filled application. Steps We Want: User fills out Smartsheet form Smartsheet automation merges form fields into PDF and attaches PDF to sheet row Smartsheet automation emails the generated PDF to the Applicant Applicant Prints and gets the document notarized Applicant emails it…
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How do I remap my Smartsheet Form?
I have a Smartsheet form used to collect and manage training requests. The form is set up with a client selection dropdown, followed by additional fields specific to each client. For instance, selecting "Dignity Health" in the client field triggers the appearance of Dignity Health-specific fields such as Client Host…
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How to Work Around Order of Operations in Form Logic?
I'm working on a form with some fairly complicated logic rules, and I keep running into an issue where a field - that should be hidden due to logic rules - is showing up by default despite user form selections. Basically, this form allows users to create work requests based primarily on a field where they choose a request…
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Forms URL query String, IS there a limit to how many queries can be used?
Hi, I am a novice with Smartsheet, but am learning. I have a form that I need to pre-populate so we can send it out to technicians to complete a field report. I can get five fields to populate, but no more than that. ="https://app.smartsheet.com/b/form/d2cda8ab647e4c11b40e503977eb916b?Part%20Number=" + [Part Number]@row +…
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Forms: Auto-populate requester's email address rather than manual entry?
Hello! The SmartSheet request form set up for my team within my company requires the requester to manually enter their email address into the form rather than using auto-population based on each associate's email used to set up their SmartSheet login account. Is there a way to do this? The person maintaining the request…
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Square Radio Buttons?
Hi All! Quick question - I am working on a form with a lot of yes or no questions, and I decided to display them as horizontal radio buttons. They are all circles except for one question, which shows the radio buttons as squares. I don't know why they look this way. Has anyone had this issue and/or know how to fix it?
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Smart Sheet Forms
I work with an organization that has an attestation document that we’d like to convert into a SmartSheet form. Our goal is to both inform staff and collect specific information from them. Is it possible to create a questionnaire or form that includes pre-populated fields along with questions? Ideally, beyond just asking…
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Forms and Logic: Renaming drop down item removes logic at form
When you have a form associated with a sheet, and then rename a drop down item at one of the columns for which logic is associated to, you will see the logic disappears at the form. This is an expected result since an error message appears (see screenshot below). I request this not happen. To leave the ability to rename a…
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Auto populate a form offline with multiple layers
Hello, I run a cookstove project in Africa. We need our field staff to inspect the stoves regularly. Each staff member has their villages to manage. And each of their villages have approx 200 houses. When checking the stoves, we need the user to select their village on the Smartsheet form. It is easy enough for each user…
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Creating a Calculator
Hi All - I'm trying to create a calculator in SmartSheets. I'm envisioning it as a pseudo GUI that leverages data from different sheets that we've populated, whereby we input values into this calculator, and it calculates based on predefined equations. There's ways to get close to it through a form or directly in a sheet,…