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Tracking form responses
Hello all, We have a situation where we need to collect information from our customers to complete certain tasks for their projects. We would like to enter data in a column or two (i.e. sales order number, product sold), and then have the form send out to the customer to gather the information we need to configure it prior…
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Forms- Individual Responses
Hi, Is there a way we can view the submitted individual responses of the forms and in the form format not in a sheet or grid?
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Setting Default Values in Form
Is there a way to set up default values in a form? My boss receives the automation email will all of the info in it, and he adds the info needed. There are specific columns that 90% are the time are set to "No". Is there a way to auto-default those two columns to No but still be able to change them as needed? Thanks…
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Validating data input in a Form
I have set up smartsheets to collect data with forms for the users at our facilities. The operators check equipment and enter the data in the form. Sometimes, they fat finger it - or forget the decimal point which causes an out of spec condition and email notifications. Is there any way to validate the data and the user…
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Sending a form for authorization/signature
Hello, I am very new to Smartsheet so please bear with me. Every year we have a group of applications for a program. In the past they filled out a pdf form, but I'd like to start having them fill it out online. The problem is that while the applicant fills out the information and attaches supplemental files, a final step…
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Can I use Logic in Forms to NOT show certain options?
I use a Form to collect information for H&S packs, however we have a new customer where we do not need a chunk of the usual documents. I've created a dropdown to specify if it's for the new customer, with the logic set to only include certain fields. I then set up another logic flow up so that if the 'normal' option is…
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Can I have a form populate two different sheets?
I want to have a project intake form that can direct projects to one of two different summary sheets depending on the type of project. Alternatively, I want the form to adjust the prefix for an auto-numbered project ID depending on the type of project. i.e. I am looking to implement one of the following two ideas. Solution…
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Using Tables of information in Drop Down Questions in Forms
I want to collect information from all physicians in our hospital. One of the drop down questions on the Form is Describe your role? It is not a freeform question. I want their drop-down choices to be the type of doctor they are, e.g. Pediatric Hospitalist; Heart Specialist: Heart Surgeon, etc., but there will be many…
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Is there anyway to receive responses from a form in pdf?
Hi Smartsheet community, Does anyone know if there is a way to get captured responses from a form sent as a attachment in pdf format? I know you can get a regular email with the responses, but in my case I need to send the response to an exec to do final sign-off via Docusign (I was late to the docusign smarthseet…
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My smartsheet form asks for the person's website. Is there a way to get only as a url?
On our form we ask for the person's website. Most people put some version of "mywebsite.com" we would like the actual link. I have filled out forms that gave you an error message: website listing must be an url, is there a way to do that on SmartSheet?