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Sharing segments of a Form's responses
I am looking to share only select results of a Form using a Report, but, in order to do so, it appears that I would need to provide access to the initial Form results. Is there a way to avoid doing that so that the person cannot see all of the form's results (i.e. departments other than her own)? The Report doesn't…
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Task auto-assignment breaking when projects are manually reassigned
I have a form that the team uses to request work. Once the form is submitted, a vlookup assigns the task based on criteria entered in the form, and that team-member is notified of the work request. Works great. However, the manager of the team sometimes has to manually re-assign work due to work-load issues, etc. When she…
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Date Created System Columns
Hello! I'm in need of some help with something that seems so simple but I'm going in circles. I was using a form / sheet to track responses for a program that runs quarterly. Standing up a new form / sheet quarterly was becoming an issue so we moved to a database format - ie. every response on one form / sheet regardless…
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Smartsheet Cell Created
Can anyone figure out why this is happening? I have the date cell with =[Date4/7/20]@row but it's showing it as a different date. I cannot figure out a work around this bc using countifs to count today's date . So cant use =LEFT function.
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How do I integrate a way to pay for an event for my guests?
I am using smartsheet forms to collect registrations for my upcoming event. I would like people who register to submit payments to confirm registrations. How do I do this?
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How to work around this Cirular Reference Error?
Hi everyone! I am working on an Inventory sheet for my business and it is not allowing me to do what I need, IE(CircularReference Error). I have a [Starting Inventory] set at 20 in my 'Master Inventory' Sheet. Then I have 2 Forms that are filling in the [Inventory IN] and [Inventory OUT] as my team re-stocks and takes off…
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Forms - headings don't match Smartsheet column headings
I am new to the Forms in Smartsheet, and am trying to figure out why my form field tabs (words on it) don't match the Smartsheet Column Headings. For example: I have a question listed on my Form field and the space people can answer but in Smartsheet instead of showing the question, it says column 16? I do I change that to…
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Need for Forms Automation Workflow
It would help so much if there was a workflow that could send out the link to a form on a custom (daily, weekly, etc.) basis. Right now I have to create a row that triggers the form to be sent weekly and just put the link to the form in the message and then hide all the columns so the row does not show up in the email.…
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Sequential Unique identifier for two types of records in a sheet
Hello Smartsheet community. I am in need of a solution that allows me to leverage an intake form to track Objectives and Key Results. I need to be able to sequentially generate unique ID's for each Objective and for each KR and I need this to not break with sorting. The reason is, I need to do lookups on the Unique…
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Workflow that Generates a report for signing
Hi, We have built a form that creates a record for a client hand over inspections but it needs signing. We currently have adobe fill in and sign. What is the best way to get the form into the ipad app to have the client sign? Can i create a workflow that automatically emails a pdf report for the record to the users email…
