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Question on How to Integrate a Form
We have a sheet that tracks our inventory. We want to build a form for people to input a pickup request of certain inventory items to be moved between places. Is it possible for the Form to reference the Inventory sheet to see if the Quantity requested for pickup is available? For example The form would ask for an item…
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Form Resubmissions
Good evening, I'm posting again in the hopes that someone can help me with an issue. I have a form that is being used to route matter closing requests from the attorney to Accounting to Records. I have a number of forms that were submitted (entries in the SmartSheet) but never went to anyone in Accounting because the email…
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Automatically adding rows to sheet and automatically nesting them under parent row?
Is it possible to have a rows automatically added to a sheet (for instance from a form on another sheet), and have the rows automatically be nested under the correct parent row on the target sheet? For example, if the Primary column is "project name", and "parent project name" is a field on the form, is there any way for…
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Use a sign up cap within forms
Hi, New to to community and couldn't find the thing I am looking for, hopefully someone is able to help. I am trying to gather sign ups for different events in one sheet using forms. The events got different sign up caps (max attendees). After an event is fully booked and reached it's cap people shouldn't be able to sign…
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Transferring Workflow Requests
I have a form that was being used to route matter closing requests from the attorney to Accounting to Records. The user in Accounting that the form was going to left and I thought I changed the email on the workflow before she left but it turns out that I had the email incorrect so all of the forms that were submitted in…
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Automated Workflow in archiving the data in the sheet
We are using the Smartsheet form to collect the real-time customer experience survey data. One of the challenges is, after a few months, the number of rows in the sheet will approach the 20,000 rows limit. Therefore, we need to manually go in and move some of the older data to a new sheet to allow the space for additional…
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Emails sent from a Smartsheet Form
When a client completes our registration form and would like a copy of the FORM with their answers emailed to them, Is it possible to change the email address from "Smartsheet Forms" to and email address from our agency? Thank You, Stephanie
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Return to incomplete Form
Is there a way for an end user to partially complete a form, then return later to that same form and fill in the remaining details? The thing coming to mind for me is incorporating a 'Request an Update' workflow triggered by an incomplete row record. Curious to see what others have done to solve this type of problem.
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Is there a limit to how many unique forms I can create for a single sheet?
I am working on a solution that requires a unique url form for each client - I'm passing hidden fields in each form to indicate which client submitted the request - is there a limit to how many forms I can add on a single smartsheet?
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Webform: Cursor will automatically go back to the 1st field of entry screen
Webform : it is possible that whenever "Submit" button is clicked and webform is reloaded, the cursor will directly go back to the 1st field automatically?