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Trying to set up an Approval Workflow that triggers a cascade of Update Requests based on check box
Here's my vision: Someone submits information via a Smartsheet Form This adds a Row of data (30 fields) This triggers a "Request an approval" email to [Contact in a Cell] Contact receives an email with "View Request" button, to either Approve or Decline the data in that Row. When they click "Approve" it triggers a "Request…
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Limiting Characters in a Cell/Date Validation
I want to limit the number of characters that a requester can enter into a cell via a form. The use case is that the user is entering a new request for consideration into an Intake Form. In assigning a name to their project request, we want to limit them to no more than 25 characters, based on limitations from another…
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Can you make a form be active for only a specific time period and then expire?
I'm looking to create a form that is only available for a 30 minute time period, after which, the form is no longer accessible to the people. Is this possible?
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Error when adding more than 5 logic rules
I'm trying to add rules to a form with logic. I had 5 rules added but when I try to add a 6th, i get the error "logic statement is too large. try reducing conditions for the affected fields." Is there a limit to the number of rules I can add to a form?
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Webinar recording available: Collaboration Best Practices
Missed the webinar? Review the recording in the Learning Center. Drive collaboration and transparency across your teams and organization, allowing everyone to work together to achieve more. In this webinar, we’ll share the many ways to collaborate using Smartsheet: Share sheets, reports, and dashboards Intake information…
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Blank Rows
We have a simple ticket tracking sheet. It consists of a couple dozen columns and one form. It don't use any hierarchy, so all rows are at same level. There are several columns that use formulas - some cross sheet vlookups, some date calculations, turnaround time, etc. Nothing too complicated, however, the formulas in…
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Including row comments with a form
I want to send a form as a regular update request but need to include the row level comments. However I can't see how to attach comments when using the form builder.
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Can I auto assign multiple users in a form?!
I have a form that auto assigns when a new record is created. The sheet allows multiple contacts to be assigned - however, I can only select 1 in the "default" value.... :(
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Dynamic Default Date
I am trying to set up a default date within a form field to always be today's date + 5 days. For example, I am creating a marketing asset request form. I would like the review date field to default to a 5 day turnaround time, with the option for the requestor to modify the date if needed. Is there a way to do this?
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Forms within a Sheet
I was hoping to know if it is possible to have a form as a popup? Currently I have checkable flags associated with a risk. I was wondering if it is possible for a form to popup for additional information when one of my team members checks the flag to reflect that there is a risk.