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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
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Form attachment not showing in the Smartsheet grid
I have a form built for incoming requests that includes an attachment field. When the form is submitted, the document does not show in the grid (or any other view) as an attachment. How can I update the form-to-sheet flow to ensure the form's attachment is added to the incoming row?
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Automation Alerts work sporadically
Hi I'm working on automating alert notifications from Form submissions via email, Teams Channel and the Teams Bot and so far the Channel is the only one that seems to work consistently. In all scenarios in my testing, as you'll see in my screenshots of the workflows, my email is associated with the SME listed and I list…
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form and automation issue
J’ai créé un formulaire mais j’ai plusieurs problèmes : - Lorsque le formulaire est envoyé à un contact, il reçoit un e-mail qui n’a pas le même que celui que j’ai créé dans l’automatisation - toutes les lignes sont jaunes dans l’e-mail - la personne qui fabrique/complète le formulaire que son nom n’apparaît pas dans…
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Form Submission creating new row - cant do notification
I have a sheet which has 10 columns. It is meant to collect data and trigger notifications. The first 4 columns, I have created a form to collect data from user. The 6 other columns are for tracking on status and assigned to user column. The last 6 columns are meant to be fixed (content doesnt change). So when a new form…
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Using forms to update a record
I've perused the Smartsheet community posts for the answer to this question and get varying results. Objective: Use a Smartsheet Form to update a row (a record) of data. Background: We are currently using an Excel file with a VBScript form to update records of data. The VBScript form allows us to select the record to…