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form data capture
I am collecting daily sales totals and transaction totals with a form. The store manage enters the totals into a SS form daily and it populates the SS. I would like the entries to sub total into months as they are added to the SS... then those monthly totals can roll up onto a dashboard, along with other department…
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How to create a Questionnaire
I have ten operatives I want to ask each of them 53 questions that they will fill in on their smart phones by sending them the link for a web form how do I do that? example questions 1 How do you check the phases are concentric? 2 Which of the 7 bands of the HSE/NPL test slide should you be able to see? 3 Explain the term…
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Auto Filling a cell from data in another samrtsheet
Good afternoon I am creating a bid invitation sheet and need to list GC bidders per each job (row). * How do I create an autofill for these cells based on a directory I have created? * and once the GC is selected in this cell how do I autofill the column next to it with one of their many estimators at their company that is…
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Shared Filters Not Working
In one of our sheets I want the ability to "force" users to view a sheet through a filter. We have a lot of rows that are added on a daily basis and I want those rows to be hidden if the completed column has been checked. This makes it easier to navigate the sheet and find the open actions that need to be addressed. So I…
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Form Search and Auto-populate values
Hello, I have the following project I would like to achieve in Smartsheet if possible. I have a master data sheet with information hard coded. The sheet has a key reference number associated with each assigned task. When a user wants to add a task into the master sheet, they have to open the form and enter a key reference…
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Forms - How to get them to update a smart sheet?
If anyone can help... I created a form on issue tracking. Went to test the form and it appeared to work fine. However nothing updated in the smart sheet. Why is that? Is there something else I should be doing? Where did the update go? Why is it not posted to the sheet?
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Card View. Being able to display a lane by Checkbox.
Hi. I have a grid that has a primary column, a few other text/number columns and then 5 Checkbox columns. The primary column is used to identify a staff member, the few other columns are for misc. information and the checkbox columns are setup (5 in total) as the 5 days in a week (M-F). The grid and form works. I am trying…
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Database of information from one sheet to another
Hi all, I have a sheet that is a "database" of about 400 records. I want other users to be able to input one column of that sheet (Media Company Dropdown) in a form or other sheet and for the next seven columns to autopopulate. Is this possible? Would VLOOKUP be a solution? I've read a few forum posts that said that…
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How to configure a project assignment and the assignment date and show the rest of the fields diseab
I have a problem. When Smartsheet sends the form on request to an area. I need to know if after receiving a project from a form, to be able to assign a resource and the date of assignment I can only do it from an update? or there are other ways of being able to assign people and date of assignment, automatically without…
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Spell Check in Free Text Fields on Smartsheet Forms?
Is it a browser setting, or would it come from how the Smartsheet web forms are built, but I would like for a misspelled word to get the red underline when my users go to fill out a form that populates my sheets in Smartsheet. Help?
