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Need Workaround Ideas for Automation Condition
Client submits file through form. I have an automation set up to respond to client when new file w/response is attached to row and "Status" and "Date" cells @row are populated. It works as intended but relies on people to always set those 2 fields and save before attaching the file to the row. Without the conditions set,…
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Best design for long forms with logic?
Hi, The ability to use forms and the logic options are really amazing tools. I see how the use of forms can increase the productivity of my team and eliminate a lot of emails back and forth with our clients. One use case we have is that there is a form currently in an excel format that is lengthy and comprehensive. I've…
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I want sync a field across multiple sheet, being able to edit it from any of those sheets
Use case. 4 sheets Intake Sheet, Prioritization sheet, Resource sheet & Overall Status Sheet When a project is requested it is automatically added to the "Intake" sheet through the form. Status field is New. When we agree that the team will work on it - we add the Unique identifier to the "Prioritization" sheet and the…
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Can I set the default value for a drop down list to be a formula in a form?
I am creating a SmartSheet whose rows are filled with the submission of the form and I wanted to utilize the hidden feature of the form to autofill a field when the form is submitted. I wanted this field to hold a formula that would select a value from a dropdown menu upon submission of the form but every time I submit the…
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Auto fill form for status updates
Hi, I am creating a form for our weekly status updates so we can see the history. However, it would be useful to have default values pre populated in the form from last week's update so the PMs can update it instead of writing it again - if applicable. This value needs to be pulled from a sheet based on the region/function…
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Sheet Linking
Is there a way to link one sheet to another sheet creating a drop down menu? Example: I am creating a form, but I want to the staff to be able to select the residents from a drop down menu. I have the sheet created with the residents information but I cant figure out how to link it to my "forms sheet' so that they are a…
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Personal logo in Forms
Does anyone know why sometimes when you (I) create a new form, the label icon is "Smart Sheet" but sometimes it is my company logo and colors. I set up so that my company logo and colors are the default, but 99% of the time when I create a grid and turn it into a Form, it has the "Smart Sheet' logo and colors. I cant…
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How to get feedback on common terminology on multiple terms
I am trying to get everyone on the same page with our terminology, I would like to have a grid with all of the terms and put out a form to members of the team to get their definition of the term, collect them to see where common ground in, then have a meeting to finalize the term where everyone is in agreement. If I had…
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Web Form Update Multiple Sheets
Hello, I need help figuring out how to have a web form update multiple sheets based upon location information. Basically I have put together a web form that will do a site survey of hotel rooms for renovation. We are surveying several sites at a time and instead of creating 20 different web forms that update 20 different…
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How do I create a report from various forms?
Ok, so I have about 17 forms created for various employees in different departments. Each employee is required to fill out this form x amount of times a month. I want to make a report to auto populate that shows how many times employee filled out the form, and I want the report to show the employees percentage of completed…