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Forms - headings don't match Smartsheet column headings
I am new to the Forms in Smartsheet, and am trying to figure out why my form field tabs (words on it) don't match the Smartsheet Column Headings. For example: I have a question listed on my Form field and the space people can answer but in Smartsheet instead of showing the question, it says column 16? I do I change that to…
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Need for Forms Automation Workflow
It would help so much if there was a workflow that could send out the link to a form on a custom (daily, weekly, etc.) basis. Right now I have to create a row that triggers the form to be sent weekly and just put the link to the form in the message and then hide all the columns so the row does not show up in the email.…
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Sequential Unique identifier for two types of records in a sheet
Hello Smartsheet community. I am in need of a solution that allows me to leverage an intake form to track Objectives and Key Results. I need to be able to sequentially generate unique ID's for each Objective and for each KR and I need this to not break with sorting. The reason is, I need to do lookups on the Unique…
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Workflow that Generates a report for signing
Hi, We have built a form that creates a record for a client hand over inspections but it needs signing. We currently have adobe fill in and sign. What is the best way to get the form into the ipad app to have the client sign? Can i create a workflow that automatically emails a pdf report for the record to the users email…
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Use a form to trigger a new project
I'm trying to automate the onboarding process for new hires. Here's what I want to accomplish: We hire a new employee, the manager fills out a Smartsheet form and based on that form it starts an Onboarding Project sheet that is a template. Can I do that? If so, how?
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How to Change Background Color on Forms
Hello Community, How do you change the background color on submitted forms? The color is either green or yellow and the rows do not respond to background color changes or font color changes. Sometimes forms get submitted and then cancelled so I want to highlight the cancelled form rows red. Why can't the admin of a form…
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How to add logo in smartsheet Forms?
Hi, We would like to customize our smartsheet form in order to create an online opprtunity for Forum registration. For this purpose, we need to add the logos of our company and that of our partner. Would you please inform us how this can be done? Thanks in advance.
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Adding Location column to web form
I know the apps have it but is it possible for the web version of the form to include a location column? I know web is perilous especially from a desktop with proxy and such. But many many many phone web forms now just straight ask for permission to use location. I have a lot of special requests to track location on form.…
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Forms with Duplicate Entries
I have a sheet where I am collecting specific account information, but then want to collect names and demographic for multiple people. Is there a way to only input the account information once, but then have multiple rows with individual information instead of through columns? (right now I have it set up as manager #1,…
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Form Issue: Auto-Complete Contact Column
Hi All, I think this feature should be a part of the Smartsheet web client, however, it is not. BUT it is a part of the mobile app. When I go to type someone's name into a contact column field USING A FORM, it won't auto complete and show you a drop down of available contacts. When you use the mobile version and are…