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Searchable form !
I want to have a search option in my dashboard; where if i put a name it pulls all the information from the sheet and shows in a simple manner. Like in hospital they type in the name and all the information comes up. is it possible in smartsheet? and if so can anyone help me? Thanks in advance!
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Quick Auto Pop-Up Form As Part of an Automation
We have a sheet where all our RFQ's are entered. I have created an automation where as soon as the Status of the RFQ is changed to Sent it automatically copies the sheet to a Quote Register /Pipeline. I wondered if it was possible that as part of the automation, when the status is changed a quick form pops-up where the…
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How can I improve the efficiency of my sheet?
We are using a sheet to track a number of different measures which will provide a baseline for Q4 2020. These measures are tracked for a month, with detail and a RAG status being provided by a number of different people once a week from October 9th - 30th. At the moment, we have a separate column for each detail and RAG…
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Adding a row via a form is acting differently than adding a row directly to the Smartsheet
I have a Smartsheet that is a list of contact dates, with multiple entries per person contacted. There are First Contact rows and Followup Contact rows. I have a form to enter the data. I enter the names into a column that is currently set to a single select drop down, but is not restricted to dropdown values. The column…
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Printing intake form?
Hello, We are trying to avoid duplication of effort by our team and want to take information that was submitted via a Smartsheet intake form but output it into something besides a row in a spreadsheet. I understand that Smartsheet does not a way to convert a row into a formatted report without the use of 3rd party…
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Form Logic, Restrictions & Evaluating
I'm building a Form, and one of the criteria is Budget. I would like to evaluate the Budget field as they tab-off of it, before the form is submitted as I know there would be times people will enter an amount that won't be sufficient. The scenario would be - the Budget is $1,000, but based on the number of calendar days, I…
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Vlookup on sheet using form submission
I am using a form to add a new row to a sheet with each submission. I have a field on the form that the user selects if this is a new contact or previous contact. If it is a previous contact, I want to pull information from another sheet for this contact. To do this I have a Vlookup formula that I was able to get working…
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Form
We currently have form based on smartsheet, but need to enhance form to show user only records mapped to their username in smartsheet
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How to block a requestor from also approving his own request?
Good morning SmartSheet Community! We currently have a form for employees to submit Internal Sales Order, in which they must add their functional approver (usually their manager). This request is then sent for approval to 3-4 people/teams. We have an issue with one type of request where the requestor is adding himself as…
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Summing fields in a web form
I have built a purchase request form to replace a PDF and allow the users to enter details by department and upload attachments. One thing I would like to be able to do is to have the form sum up while being entered - item price + Tax + shipping + other = Total. Each of these are individual fields in the form that a user…
