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Forms Automation
I have created a form and have set up an automation that sends the form link to a customer. When the customer opens the link from email the form is different than the form I created. It includes the customer email address as a drop down box and the customer can see other customer email addresses. Also includes a upload box…
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Quality Control Record
Hi, I am trying to create a smartsheet to track the quality of a constructed panel. The constructed panel needs to be checked at certain points by different team members. The data needs to be stored to each individual panel. I have tried using forms to submit the data onto a sheet however if i want to add multiple columns…
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Mobile forms link is requesting login/free trial even though security is not enabled.
Hello, I've created a form and have the security setting disabled so that anyone can submit, from anywhere. It works fine on desktop, but if trying to submit via mobile, it is sending users to an "explore what Smartsheet can do" landing page - requesting users to either try Smartsheet for free or login to an existing…
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How to auto-populate hidden values for forms?
Hello, my name is Matthew, and I am working on a project that gathers data from clients. The goal is to receive documents from them and have them uploaded to SmartSheet. I would like to be able to send them a form based off a contact cell, but I am having trouble with this. The other issue is, unless they type what we have…
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Is it possible to export a sheet as forms?
We often need to publish a report pulling data from a selection of columns, for a single row, sequentially on a page, and then the next row, etc (I.e. laid out like a document, not a spreadsheet). We currently use the Smartsheet add-on in google docs to do this, but it is frustrating and time consuming. Essentially what we…
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Need Workaround Ideas for Automation Condition
Client submits file through form. I have an automation set up to respond to client when new file w/response is attached to row and "Status" and "Date" cells @row are populated. It works as intended but relies on people to always set those 2 fields and save before attaching the file to the row. Without the conditions set,…
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Best design for long forms with logic?
Hi, The ability to use forms and the logic options are really amazing tools. I see how the use of forms can increase the productivity of my team and eliminate a lot of emails back and forth with our clients. One use case we have is that there is a form currently in an excel format that is lengthy and comprehensive. I've…
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I want sync a field across multiple sheet, being able to edit it from any of those sheets
Use case. 4 sheets Intake Sheet, Prioritization sheet, Resource sheet & Overall Status Sheet When a project is requested it is automatically added to the "Intake" sheet through the form. Status field is New. When we agree that the team will work on it - we add the Unique identifier to the "Prioritization" sheet and the…
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Can I set the default value for a drop down list to be a formula in a form?
I am creating a SmartSheet whose rows are filled with the submission of the form and I wanted to utilize the hidden feature of the form to autofill a field when the form is submitted. I wanted this field to hold a formula that would select a value from a dropdown menu upon submission of the form but every time I submit the…
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Auto fill form for status updates
Hi, I am creating a form for our weekly status updates so we can see the history. However, it would be useful to have default values pre populated in the form from last week's update so the PMs can update it instead of writing it again - if applicable. This value needs to be pulled from a sheet based on the region/function…
