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Auto-send PDF Gantt chart of project schedule
We want to be able to auto-send a PDF of projects to our clients on a weekly basis. Can we do this somehow? I know we could share a report for them to view at their own convenience, however, we can't be sure that they will log on to view it regularly which is necessary. to make it easier for them, we would like the option…
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Can a Smartsheet form submitted auto-populate PDF then triggers DocuSign
Hi, I am trying to deploy a reimbursement system for my office. Once a person submits a form via smartsheet, I need to have a PDF pre-filled with all of the info including the ones that will be linked to other cells. Once the PDF is prefilled, I will need it to go thru DocuSign for signature. Once the user signs I will…
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Single-Use Web Form
Hello, Maybe I'm missing something here that already exists, but we want the ability for single-use web forms. For example: I want to conduct a 360-Feedback survey with some of my team members. I send the web form to 30 employees. A week later, I ask around to see who has completed the survey and only 20 people say they've…
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Photo option in form
OK I am a newbie...I tried reading info on forms and options. I want my students to fill out info onto a form on my website. I would love to have them include a faceshot picture to be able to promote their progress in training...etc. A simple option that is already created when I filled out my profile is all that is needed…
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Can I collect information via a form from people without an account?
Hello! This seems like a silly question. I want to create a form and share it with folks that might not have Smartsheet accounts. Can they submit information to me without an account?
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Default form date to Today + constant
I am creating a form that un licensed users will use to submit requests. I want the default for the form to be Today + 4 business days. Is this possible? It looks like the default date can either be hard coded to a specific date, or set to Today. Any help would be appreciated!
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Use Today's Date by Default in Web Form
I've created a task list which I enter tasks via a web form. I have a Date Entered field in the web form. I would like to make this a hidden field in the web form and by default enter today's date into my task list when I submit the form.
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Signatures on Forms
I was wondering if there was a function that I could you use to sign forms? I have staff of about 80 who need to sign that they have received Tools of Trade like mobiles. At the moment we are doing this with paper, which gets lost - would love to be able to set up a smart sheet and have everyone saved in the same place and…
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Locking a Form from further editing after a specific date
Hello, We create forms for volunteer events. We are running into the issue where people are signing up until the very last minute. Is there a way add a deadline to the form or lock it? Or disable the form link. Thank you
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Data -> Exported Form
Hello, I am relatively new to SmartSheets but I am looking to place a form we have now into smartsheets to collect the data there. However our Executive Team likes the look of the original form... Is there a way to export data in a way other then in a grid/ excel looking chart? Id like to customize it and have it run only…