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Edit Intake Form
Hello, During my Intake process I have a number of fields that allow "TBD". After Control Center creates a project I have a need to later address those "TBD" fields. I can go into the sheet and make the changes, but I'd like for the project manager or team manager to be able to make the changes. The data will then cascade…
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Can I use a sheet to create a purchase order form?
I'd like to create a purchase order form that allows users to select items from a drop-down list and display the quantity and total of each item. I have created a sheet, but all of the items in the primary column do not appear as a dropdown.
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Can I have a form create new sheets with each submission?
Hello! I am trying to create a form that everyone on my team can use to gather contact information from clients. The preference would be for each form submission to create a new sheet since each one would be for a different client. We found that Microsoft Forms will allow us to do this, but it doesn't look as polished. Can…
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Is it possible to send emails to form submitters?
I have a public facing form and was looking to provide an automated response to the form submitter, but the submitter is not part of our organization/part of contact list. I would like to use the e-mail address they provide to send an answer. Hopefully with the document attachment that is created automatically through…
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Is Smartsheet HIPAA Compliant?
I work for a behavioral healty practice and we are interested in using this tool to manage several projects NON related to any patient or confidential information. We would have to integrate those record keeping systems for this to become an issue with compromising that type of personal data?
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Sheet shows BLANK rows, there is a "MOVE rows" worflow, is that why?
Is it possible that a workflow that MOVES rows to another sheet too basically do a CUT/PASTE (like in Excel), and then you are left with BLANK rows on your original sheet? I cannot think of any other LOGICAL reason why this would happen. The users enter the data from an Intake Form, it gets placed onto this sheet. They do…
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Forms
On the App - "In Smartsheet forms, is there a way to capture or upload an image directly into a specific column cell (per row) without using the Attachments field? I need each section of the form to have its own dedicated image, not just general attachments for the row."
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Form Sharing
I am trying to share a form w/in my academic institution, however, I can add some employees but not others. They all end w/ the @****.edu and are verified email addresses. Has anyone seen this before? How should I proceed?
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Split Multiple Selections In Single Form Into Individual Columns
If I have an option on a form for a multi-date selection field is there a formula that could help break out each date selected into its own column. So if it was a sign up form and they wanted to select 3 dates to work then each date they are working could end in its own column. Then I could set a reminder automation based…
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How to restrict Form responses to data existing in the related Sheet
I am trying to create a Form that requires the user to supply information related to any item existing in the Primary Column. If I pull that existing field into my form, the user entry is a free-form field and I can't figure out how to restrict it (other than validating by data types). If I add a new field with a dropdown…