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UPDATE: Answered.Form changing a number entry to a % in the Sheet
ANSWERED - Found it from another post where RossL told someone to make sure the % sign wasn't selected for that column. Magic solution. Thanks RossL. I have a form with a question asking "What % of time will be allocated to this project?" When the answer to that question is populated in the sheet, it's coming through as a…
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How to split text to support reporting?
Hi, I am bumping into a design / Smartsheet limitation issue. I use an request inventory sheet to track client change requests. CR are submitted via a form. One of the field helps tracking the category of the CR (business feature grouper). I had to concatenate 2 types of data to workaround the form and the fact that I…
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Forms Workaround: Submit button opens new form to allow sub-info - How do I stop when user is done?
Please help! I'm stuck. Goal: Create a form customers can use to report a problem with an order. The order may have more than one line item (i.e. Customer ordered 5 received 3 of product #1-ABC and ordered 3 and received 5 of product #1-ABE, both on same order) I want the customer to be able to provide their contact…
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Hiding form drop downs based on prior submissions
I'm trying to mimic a Qualtrics survey capability that enables the survey (form) to only show available dates that have not already been selected by prior survey respondents. Is there a way to accomplish this?
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How to make a COUNTIFS Formula work
Hello, I'm hoping someone might be able to help me make a COUNTIFS formula work. Some background... I've set up a sheet that aims to capture a team's availability of staff in any given month, should their be a major event occur. The staff would complete a form that asks for their name, contact details, job role and their…
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Forms -
How do you set up a form to fill in columns and not rows? Is that possible
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formulas in a form
Hello, I've created a form with an email and a user name field. I would like the user name to default to the value entered in the email address field. Is there a way to use logic or formulas in the construction of the form to accomplish this? I realize I could use a formula in the sheet itself but wondered if it could be…
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Auto send a completed form to an email address
Hi, I am fairly new to Smartsheet, and was able to create a sheet and a linked form to replace our old HR blast process. My question is this, I created a form, and we have a list of users who needs to get an update/notified of all fields in the form when it is completed, however everytime the form is created I have to type…
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Dynamically update form data
Looking for help... I'd like to update the fields on a form dynamically. Example: Use the system-generated Creation Date to calculate a "Delivery Date" 2 weeks in the future and display it on the form. I know I can do this on the Smartsheet but I don't know how to display it while the user is entering information.
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Best practices / templates to create an NPS Form and Dashboard
Good afternoon, I need to create a form to measure Net Promoter Score (NPS) for our PMO office. I have samples for the questions, but I would like to know if anyone has experience building a form specifically to measure NPS. Any ideas/suggestions are welcome. Thanks! Silvana
