-
Rostering for Global Customer Support
Hi, I have been asked to create a roster that covers customer support across different time zones and shows who is available (human resources), who is on leave, time, names of the support person and who is on call. Also, includes our contractual obligations with customers in an easy display view to the eye. Do you think…
-
Autosuggest contact names in form
Hi, can anyone help? We have created a booking form to request tickets for an event on a certain date. As part of the booking process, the user can also select up to 17 other (internal) guests to accompany them to the event. I have already configured the following * set the guest column up as contact type * allowed…
-
Work Orders
Been using Smartsheets for over a year with just some basic tracking sheets and task lists to share. Ready to make the jump into more complex sheets. I have 18 warehouse facilities across the country and trying to come up with a sheet to track the numerous work orders that come through my office. Was thinking of creating a…
-
Populate Sheet Summary with Form?
Hi there, I'm learning Smartsheet, so apologies in advance for the basic question. Is it possible to populate the Sheet Summary via a Form? If so, how? We have a sheet we want to create with minimal structural information in place, and the Form should be used to supply metadata we use to track and manage the sheets…
-
Added information needed on Approval workflow
I have many forms - which are requests that need approval. When I create the approval workflow, it sends 2 buttons - Approve or Decline. I need more. I need a NOTES section for when it is denied so that the reason can be recorded on my sheet. I also need the name and date of the approval added to my sheet. The only thing I…
-
How to Link my 2020 Capital Budget to my Capital Budget Form
Hello My organization has finalized our 2020 Capital Ex Budget. Starting in January 2020, I want to create a Capital Exp Form that provides the options that were approved for the 2020 Cap Ex Budget. For example, the form would be set up as follows: 1. Is the capital expenditure request a 2020 approved capital expenditure.…
-
Creating a PMO functionality
I have just been assigned the task of setting up the Project Management Office in my company. For now I need two things, firstly a project tracker for tracking and monitoring individual projects and then a master portfolio tracker where all the info that's updated in the individual trackers feed into. This master tracker…
-
Is there a way to create multiple columns on a web form?
I would like to create a web form, but do not want it all listed vertically. Is there a way to create a form in landscape with multiple columns?
-
Can Smartsheet get data from custom HTML forms on a website?
Hello, If I'm building a website, can I create a custom HTML form and get the data into Smartsheet somehow? Smartsheet's native forms don't have the capabilities that I need (conditional logic) and I would like to make my forms a bit prettier. Thanks in advance!
-
How to handle a very long list of (multiple select) choices in a form
I am new to Smartsheet and using it to replace old InfoPath forms. One thing I cannot find an elegant solution for is expanding fields/sections. Basically, I want to send an instructor a form that asks which courses they would like to teach next semester. There are hundreds of courses. I will eventually want to use this to…
