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Use a form to trigger a new project
I'm trying to automate the onboarding process for new hires. Here's what I want to accomplish: We hire a new employee, the manager fills out a Smartsheet form and based on that form it starts an Onboarding Project sheet that is a template. Can I do that? If so, how?
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How to Change Background Color on Forms
Hello Community, How do you change the background color on submitted forms? The color is either green or yellow and the rows do not respond to background color changes or font color changes. Sometimes forms get submitted and then cancelled so I want to highlight the cancelled form rows red. Why can't the admin of a form…
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How to add logo in smartsheet Forms?
Hi, We would like to customize our smartsheet form in order to create an online opprtunity for Forum registration. For this purpose, we need to add the logos of our company and that of our partner. Would you please inform us how this can be done? Thanks in advance.
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Adding Location column to web form
I know the apps have it but is it possible for the web version of the form to include a location column? I know web is perilous especially from a desktop with proxy and such. But many many many phone web forms now just straight ask for permission to use location. I have a lot of special requests to track location on form.…
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Best Practices of archiving sheets
Hello, I currently use a form to populate a sheet for any new sales leads. We're at the end of our fiscal year and I'm trying to archive all old leads and start a new sheet. I want to know about some best practices of achieving this. I was thinking about the following ways: Move all open leads via automation to a new sheet…
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Forms with Duplicate Entries
I have a sheet where I am collecting specific account information, but then want to collect names and demographic for multiple people. Is there a way to only input the account information once, but then have multiple rows with individual information instead of through columns? (right now I have it set up as manager #1,…
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Form Issue: Auto-Complete Contact Column
Hi All, I think this feature should be a part of the Smartsheet web client, however, it is not. BUT it is a part of the mobile app. When I go to type someone's name into a contact column field USING A FORM, it won't auto complete and show you a drop down of available contacts. When you use the mobile version and are…
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Auto-populate smartsheet template from form entry
I have a tracker smartsheet that has a form attached to it. When a new entry is submitted, is there a way to auto-populate a new smartsheet template for every entry?
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How to ensure data privacy?
Hi I want some of my users to be able to submit data using forms. But in order to be able to fill out a form, the users must have shared access to the sheet that contains the input form in question. With sheet sharing enabled, the users can easily see other users' data as well, which I want to keep confidential! Is there…
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trouble with formulas applying to new entries from form
I created a form. new entries are entered at the bottom of the form. I copied all of my formulas to the bottom of the form. When new entries come in from the form, they come in below the last row where formulas are copied. Result...formulas are not applied to the new entries coming from the form. How do I get the formulas…
