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Saving Form to Row
Good afternoon SM team, Are you doing well?! What would be a great addition to the SM platform is, if you complete a form, for that form to be attached to a specific row. It would assist in audits whereby you have to give prove of the form that have been completed. This would be super cool. Best regards,
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Need a form to send employees for availability
I'm having trouble creating a form that we we will send all 6 employees that will display all our new upcoming events and they can choose which ones they can attend. When I send the form to employee #1, I don't want the other employees to see what they have chosen. I do need their results to automatically come into the…
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Dynamic Drop Down in Forms
Hi, I've tried googling and searching the forum but cannot find an answer for my use case. As part of a 2 stage project approval process I want to create a form that has a dropdown option to select project ID numbers from a list of projects that have passed the first stage. e.g. If I have 3 projects PROJ01, PROJ02, PROJ03…
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How to automatically include project names in automated update requests and forms
Hi, I have several projects that follow the same breakdown structure, when Smartsheet sends automated update requests, users are receiving these notifications don't know which specific project the request is referring to. I noticed that the project name is not an automatically included in all update requests for different…
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Language Translation in forms
for diverse users it would be helpful to have a language translation option in forms
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Include a form field with no option to fill in info?
Hi all, Is it possible to include a field in a form with no option for the user to fill in? For example, if someone selects something, I just want to give them an instruction, not have them provide any information. Here is the specific scenario: Is this budgeted for? Yes/No If No, then display text: Please confirm a budget…
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Cascading Forms
Cascading Form data sets is one of Smartsheet's missing capabilities that I believe would be a game-changer for many alternative providers. Cascading forms are a very effective technique that can be used to compress form data and limit down options in order to narrow a workflow or collect more accurate data. Recent usage…
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Multiple instances of a single drop down list in Forms
Recently I was creating an inventory tracker for one of the departments. In the form, they want the ability to track multiple items (distribution/purchase). I've created 10 item drop down fields with the same items in each, so that they can order different items within the same category. Everything works well, but when…
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Accessibility issues w/Forms
Hi all, I use a dropdown menu in a form and was recently told that screen reading programs (for people that are blind or have low-vision) do not detect the drop down menu options. Has anyone encountred this before or any other accessiblity issues with forms? Any way to fix it besides not using a drop down menu? Any insight…
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Dynamic Dropdown List on Form
I'm working on creating a form for travel document submission. They have to submit travel documents by specific trip number. I want to make the drop down list for trip numbers dependent on the division the select. ie They select Division A, they only get a list of trip numbers for Division A. Additionally I want to limit…