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Smartsheet Form Question
Hi! I am hoping to see if any of you have experience making new in-take forms that populate a worksheet. I have received a request to 'hide' or make a particular field expandable as necessary. For example, when filling out the form for a particular organization, there are often only 2-3 organizations inputted but…
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Hierarchy and Child IDs
Good morning. I have to create 2 forms which will populate parent rows and child rows. I need the parent rows to have a unique quote ID (have this set up now), and child rows to either not have an ID, or have a specific ID that will tie back to the specific quote number. How do I do this?
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Forms that need to incorporate multiple line entries
We currently use Jotform for some of our forms here and would like to be able to bring more of them over to Smartsheet if possible As you can see from the attached files, the form is set up to add a new line after each previous line is filled in and the 'save' button pressed Are we able to set up a Smartsheet form to…
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How to catch email adress from a submitter into a form ?
Is there a way to collect automatically user email information into a form submission ? Thanks in advance !
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Smartsheet - trigger form
Hello, I'm trying to trigger a form/ request for an update, however, I'd like the update to be requested from a user aka cell/ contact within the sheet. Scenario: I have an employee list (sheet) with the following columns: Name, email, date of hire, position (filled from another report outside Smartsheet). Based on a…
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Use Smartsheet instead of email correspondence
We've been using email to submit and correspond RFI's to our Architects. This has proven to be a nightmare. Is there any way that I could use Smartsheet for this back and forth correspondence capture? I've created a RFI form that can be submitted to the Architect for approval or additional comments, however, when they…
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Visitor Check In/Check Out
Is there anyway to have a visitor sheet to visitor info. The form would initially show 2 options, "Check-In" and "Check Out" when the visitor arives at reception they press Check-in and fill in the required info. and there entry has a status of onsite or something similar. Then when leaving the visitor can select…
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Create Smartsheet Contacts based on Form Response
Hello All, I want to create a form for external use. Depending on the responses on the form I want to send additional forms to the submitter. If I collect the submitters first, last, and email via the form, is there a way to them complete a Contacts Field automatically? Thanks, Alex
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Display Form Output in Same Format as the Form rather than the Sheet
Hi All, I am trying to use Smartsheets for our reference checking process. I have a form set up with with sections, question labels and declarations, etc... See first attached image. When I then print from the sheet the output loses all of the sections and questions labels. See second image below. There is an important…
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Form Query String - Using Multiple Values
I've been doing some research on how to append values from a sheet, to a form link, so that when the user clicks on the link, certain fields are pre-populated. I've run into two issues that I'm looking for some help on: Can you add more than 2 values in the query string? I'm referencing fields in a sheet, so they're not…