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Sign-in Sheet using Smartsheet & Forms
I have built a sign-in sheet using forms (yay) but am now wondering if there's a way to do the following: We occasionally collect some attendee data that I'd love to have pre-populated so that people can sign in and add in the rest of their information and also sign there. Is there a good way to do this in Smartsheet?…
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Surveying Project - How to setup the structure of Smartsheets
I need to send out Architectural Survey team out to the field to survey the existing conditions of a restaurant. Information gathered is Electrical Information (Panel Size, # of Breakers), Equipment (Make Model and serial#), Condition of Walls,etc. I'd like to send them with a Ipad with a Smartsheet form, but I'm…
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Approval flow for credit notes
Hi all, I have set up the first draft for an approval flow to draw up credit notes. At the moment I have a flow set up as test that works very well for 1 condition - but I need to have a flow that includes 3 conditions: - credit note approval request between 1-50 euro goes to person A - credit note approval request between…
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Automatic email notification through forms
I created a form which includes a text field for the person's email address. I want to create a workflow to trigger sending an email to the person when a specific field is changed. However, the person's email is NOT part of the contacts. How can I tell Smartsheets to email the person that a change has been made? There does…
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Web Forms. How to have a default attachment (file upload)?
I use Web Forms to add new rows to a Service and Repair Register. Easy! I also wish to upload a default Job Card (Word file) with each new record, efficiently and with little chance of error. Not so easy! Is it possible to add a default file to a Web Form? My users could then select the correct Web Form, and the required…
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Approval workflow
Hi Guys, Im new to smartsheet , please help me. I created an approval workflow then if the approver is not around how I am going to reassign it to other approver without breaking the approval sequence. Please let me know your thoughts. Thank you very much.
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Form Fields not accepting new values
I created a form for a smartsheet. Within the smartsheet, i have drop down fields for city, state and zip and included the most common values people will need for those fields. I did NOT click the box that states "Restrict to values only" knowing that occasionally there will be an outlier. However, when someone fills in…
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Automated Update Request Form Changes
I have created an automated workflow, using the Request Update step. This automatically creates the form to send to the user to update. I would like to change the way the form appears and allow multiple line entries. When I go into Forms, that form is not there to update. How do I update the automatically generated form?…
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Contact field on form not working from web, ok on mobile
I have a form that has a contact field (email). It's a required field and the form just recently started acting glitchy. When accessing the form from a web browser, it does not allow the user to type anything and they can only select from past field values. When accessing the form from the mobile app, it works as expected…
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Customer Success Management Template Request
Good Day All, I have been seeking desperately to look the customer success smartsheet referred to in this document (https://www.smartsheet.com/sites/default/files/Customer-Success-Management-Solution-Guide.pdf) However when I connect Smartsheet it seems it was removed. I am hoping there was someone on this community that…
