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How do I pre populate a form based on a project plan?
I have a simple form that I created to capture time spent on tasks of a project plan. I would like to have the link (in each row of the project plan) populate the form for the User, phase, task and date of the project. An example of the test I was running for the user is smartsheeturl?User="Assigned%20To]@row When I use…
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Form selection of dropdown list inserts choice with hyperlink
We have a project management Smartsheet where we have about 3 different "standard work" choices - these are selections where the requirements are the same each time. This list may grow later. On our request form, I'd like the user to be able to select from the selection of 3 different "standard work" choices, and in the…
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Multiple approvers
Hello, I have created a form for which I want to be able to select multiple approvers for that same row. The workflow that I created right now, will send the form for approving for just 1 person and if that person approves or rejects, then the flow stops with them. I would like to be able to proceed like adobe signature…
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Do Smartsheet Forms have the ability to add in image files (not logos)?
Use case: would like to add an illustration/image to go accompany a question asked on the form to better illustrate the information being sought.
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Tracking form responses
Hello all, We have a situation where we need to collect information from our customers to complete certain tasks for their projects. We would like to enter data in a column or two (i.e. sales order number, product sold), and then have the form send out to the customer to gather the information we need to configure it prior…
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Forms- Individual Responses
Hi, Is there a way we can view the submitted individual responses of the forms and in the form format not in a sheet or grid?
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Setting Default Values in Form
Is there a way to set up default values in a form? My boss receives the automation email will all of the info in it, and he adds the info needed. There are specific columns that 90% are the time are set to "No". Is there a way to auto-default those two columns to No but still be able to change them as needed? Thanks…
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Validating data input in a Form
I have set up smartsheets to collect data with forms for the users at our facilities. The operators check equipment and enter the data in the form. Sometimes, they fat finger it - or forget the decimal point which causes an out of spec condition and email notifications. Is there any way to validate the data and the user…
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Sending a form for authorization/signature
Hello, I am very new to Smartsheet so please bear with me. Every year we have a group of applications for a program. In the past they filled out a pdf form, but I'd like to start having them fill it out online. The problem is that while the applicant fills out the information and attaches supplemental files, a final step…
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Can I use Logic in Forms to NOT show certain options?
I use a Form to collect information for H&S packs, however we have a new customer where we do not need a chunk of the usual documents. I've created a dropdown to specify if it's for the new customer, with the logic set to only include certain fields. I then set up another logic flow up so that if the 'normal' option is…
