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Need advice on Forms & Approval Workflow
Note the word “form” below does not necessairly mean a Smartsheet form…currently it’s a Word doc * I have a form that need to be completed by at least 2 people. * Once complete, the form need to be reviewed by 1 person* If correction needed return to step 1 * If correct move to step 3 * Form is sent for “approval” to 5-6…
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Webform Help
Hi Team! I use web forms to a large degree now for installation sign-offs for our field engineers, they are working great. Is it possible to build a conditional branch into a webform? So if I ask a question "Are you proud of the installation?" This is answered via a YES or NO dropdown option If "NO" is selected Can the…
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Limiting Card View Data Entry Fields
Hi Folks, Is there a way to limit the fields that are displayed when a user clicks to edit a card in card view? Perfect solution would be to allow a custom form to be used. If not can you define what fields are displayed (hiding the others) in Card View when editing a card?
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Suggestion for dynamic lists
A feature that would be fantastic for large scale project work would be dynamic lists that could be set up on a sheet and then referred to by drop-down lists in other forms/sheets. E.g. As more projects or names are added to a sheet these then automatically populate drop-down lists for an "Add new risk" form.
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Forms
Hi, I understand how to create forms but I don't know how to view the data within the form. I assume this is the easy bit but I just can't find it. Any help much appreciated
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Notifications for when something DOES NOT happen
Hello, We have an important task to do daily at my workplace, and I would like to set up a notification system if the task does not get completed. The idea is that an employee completes the task and then submits the form. If one form is not submitted for the day, an email goes out at X time to notify the supervisor. I…
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Forms Permissions
I created a Portal/Dashboards with forms on them for employees to collect data. If they do not have edit rights to the underlying sheet, can they still add via the form? Also, is there a way to catch a duplicate entry?
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Customized Message in Workflow
I am trying to create a ticket system where a staff creates a ticket via a form Lets say "Fix the broken faucet" I then want to send the user back an email saying Your Ticket number ABC-123 has been created Then the user can contact a plumber and say please reference Ticket Number ABC-123 for your work I was hoping I could…
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Black out dates in a form (date type column)
Hello, I have created a form and have a column named "Date Item is Needed" which is a date type column. However, the requestor needs to allow at least 10 days from the actual day. Is there a way to always black out those 10 first days? Thanks!
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Row Gap issue from Web Form entries
I have set up an estimating log, which is populated by web form, we are currently experiencing issues where certain rows of data are being populated between 2 - 20 rows below the last entry has anyone else experiencing this issue and can advise how solve the issue?
