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Prepopulate Form for Update Request
We use forms to get information from our colleagues and we would want to send them a form prepopulated by their inputs so they can update the information if there are any changes. This would be very useful if we can automate the process and make the items mandatory
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Has anyone connected Smartsheet forms to an AI service that fills PDFs?
Hi all, We’re a small legal practice in NYC. Smartsheet forms let us collect client details for Housing Court petitions, Small Claims applications, and other court paperwork. The bottleneck is each submission requires us to manually copy data into the official NYC court PDF forms. It’s slow and easy to mess up. I recently…
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Form Sharing
Hello, I know there is a security option in Forms to "Require people to login to Smartsheet to access this form" but is it possible to share only with intended users, or just shared users in the same Workspace? To get people to login is not the best security since anyone can create an account, and if I want to restrict the…
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Enable Clickable Hyperinks in Smartsheet Forms (Android Mobile App)
Hello Smartsheet Community, We've observed that hyperlinks included in the "Form Description" and "Helper Text" fields of Smartsheet forms are not functional within the mobile app. While these links operate correctly on desktop browsers, tapping them in the mobile app yields no response. This limitation significantly…
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Is there a way to log the email of a person submitting a form without requiring them to Login?
I have a Risk & Issues tracker on a Smartsheet grid; For people to submit a new Item we have them submit a form, but some folk with edit access are able to bypass the form (And it's required fields) by manually adding new cells to the sheet. We were able to track these using the Created By column, if the email was…
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forms and empty sheet rows except for the ID (Locked primary column)
We have a form to support entry of data for requests. Occasionally I have found several empty rows except for the ID field in our sheet, and I would like to understand why that happens so I can educate my team.
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Viewers and Forms
With the new roles and model rolling out, could someone tell me if a viewer only person can still fill out a form from withing Smartsheet? Meaning, when a form is created for a sheet, it appears under the sheet in the Workspace panel. Can they use the form there, or do I need to post an external link?
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Give the option for Shortcut Widgets to open link in same tab or new tab
Currently shortcut widgets operate differently depending on if you are opening a Smartsheet item or an external link. Smartsheet items open in the same tab. External links open in a new tab. You can have the option for Smartsheet items to open in a new tab by just linking it as external, but you have no option to open…
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Help with cross-sheet references
I am having some trouble understanding this. I have a form connected to a large gathering sheet where individual peoples info is all tracked by a 'Unit' or team. I have automations set up to separate each units info from the form to that individual unit (So I have one form collecting 25ish teams form info, and then it gets…
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Date Logic in Form
In forms it is not uncommon to have a Start and End date for any reason (mine is for PTO). It would be very helpful if there could be some logic added to Date fields to compare with other Date fields. In my case I need to add logic that prevents a user from entering an End Date that is prior to the Start Date. Today this…