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Formula to reference sheet auto ticket # with survey form link so that ticket id# follows process
Hi! I was viewing How to Build a Ticket Intake Process That Actually Works - YouTube and at 9:45 minutes in, the presenter references a formula that will point to the ticket number on the intake sheet, connect it with the link to a survey, so that when the customer completes the survey and their info is input into the…
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Please enhance Column Contacts and Form Contacts by allowing Groups to be used!
I could go on about it, but there are some basic “table-stakes” sorts of features that need to be incorporated into how column contact lists are handled within Smartsheet. First and foremost, please, for the 37th time, allow us to drag a group in and create items contacts within a column contact list. ALSO, please make it…
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Created By on Form
Hello — I am 100% signed in but when I looked at the system-generated "Created By" column after submitting a test form entry, all that appears for my entry is "web-form@smartsheet.com". Will you please advise?
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Trying to set up Corrective Action system using smartsheets
My company has been using smartsheets for order tracking and data reporting, but I'd like to try to use it for our corrective action system (we are AS9100). Currently we just use a controlled document to gather all of the data and put it in a folder that's manually created on sharepoint. I want to create a sheet to track…
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Forms branching
Do Smartsheet forms support question branching to reduce the number of question an end user sees? Thanks Becky Menning BJC Medical Group
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Forms - With Conditional Logic - Not working
Okay first I used to set these up for Medtronic, np, but my previous employer did not have Smartsheet, so I am out of practice (AND using a personal account). @rrenee tried to help before, but something is not working. Let's go simple. I set this CL based on selecting 1 of the many reports in the Report Category list. What…
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Creating A Report of Missing Submissions
Hi Community! I have a form deployed to community partners. These partners need to submit a report 1x per month. Of course, some do not submit the monthly report. Is there a way for me to create a report of missing submissions? I have a reference of all partners who should be submitting a report and the sheet from the form…
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Security of info exchange with external collaborators via form
Hi Community, We have been using SmartSheet so far always internally. Currently we would like to use Smart Sheet for collecting data and documents from our suppliers (external collaborators) e.g. IS0 90001 certificate, company name, company bank information, insurance information. Our IT has following questions, it would…
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Workflow - Generate Document - New Row Added from a Form
My workflow is as follows: When a new row is added (via form submission) and the "Type" field is a specific selection, e.g. "Business Operations", generate the document "SSV_Business Operations". See screenshot. However, the form is not being generated. What am I missing??
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Conditional Logic on Forms
It has been a LONG time since I did this, so I don't fully remember. I am setting up a test file for my new job to show them Smartsheet can do the job. Conditional logic would be a feature needed. Okay here are 2 screenshots below. For my test logic there are 3 report categories listed, and 5 fields that should show. And…
