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I.T. Project Management workflow process
Hello, I am new to Smartsheet and have seen nearly all of the training videos, I work in I.T. Cybersecurity and wanted to get your opinion on how to create a Smartsheet(s) for looking at installation, failures, dates, etc. for I.T. disk drives. I have information on an excel sheet that was provided & an initial Smartsheet…
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Value in one sheet create a "populate" trigger in another sheet
Good afternoon We have a bid invite sheet that we fill out with prospective jobs (each row is a prospective job) to bid on. It has multiple columns of Data that if we decide to bid on the job would need to be transferred to our sales/estimating sheet. If we had a YES/No drop down column and we choose YES is there a way to…
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dropdown multi-select and lookups -- vlookup, join, collect, index, match???
Hello, I'm having trouble understanding what function I should use to do lookups when there is more than one matching value. I know how to use vlookup, at least well enough to know it won't work in this case. Here's what I'm trying to do: On one sheet (sheet1) I have a dropdown multi-select with about 80 different options.…
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Smartsheet Form Multi Entry
Hi All, Just have a query regarding Smartsheet forms. I am currently setting up a form to track consumables for a project. The project may have up to 20/ 30 different consumables associated with it. Is it possible to use a multi-select dropdown for the user to enter these consumables which in turn will enter the required…
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Can you upload a photo or screenshot to a Smartsheet form?
I would like to be able to bold or change the size of my font on a Smartsheet forms heading for when I need to include further information on the survey. i.e. when someone needs to choose an option, but requires quite a bit of information to be able to do so. At the moment all you can do is add descriptions, but can't…
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Forms
Hello, Suppose I have a sheet that is populated with numerous rows of records that outline key information with a unique code. Each row pertains to an individual and that individual will need to send in information that is in a form. Rather than the form adding a new row, could the form tie together the info in the form…
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Am I able to create a multi level question in a form like the below?
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Not all fields are being included in the webforms confirmation email
Hello, One of my colleagues brought it to my attention that when they are completing a form and request a copy be sent to them for confirmation, one vital field is missing from the email. It is a numerical field, relating to IDs. The entire field is missing from the confirmation, including the title. I'm not seeing any…
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Smartsheet Forms - hiding headings
Hi, I have created a Smartsheet form and require participants to ticket a box before questions start appearing. I would like to also apply this rule to the different section headings I have, as at the moment the section headings appear when the user opens the link, but the questions don't, therefore making the form look…
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Send a form out daily track responses on separate row...
We have a form we would like to send to employees every morning, then be able to track each response separately. Tried automating the sending out of the form but when employees respond it overwrites the previous response because it was a "request for update". We need to track each response separately. On the same sheet…
