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SMART FORMS TEMPLATES
Is it possible to create a smart form as a template that you then move between sheets. I have a sheet for each client but want to use the same forms for each one with out having to recreate every time. Thank You in advance a
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URL for a Web Form
I have to publish the Web form link on SharePoint for internal staff to access, fill & submit their requests. If there are any changes in Web Form in future will original URL work? or it will change after changes done in the web form?
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Drop down Multi select
With this new function will this be implemented on the forms as well. Will be be able to select multiple options in one field? Or is this function just on the actual spread sheet?
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Forms - request comments and attachments but don't display current
Hi - I would like to be able to create a form in which new comments and attachments can be submitted - but previous comments and attachments cannot be viewed - is this possible? thanks
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Can an approval email be resent if the workflow fails?
I have a question on Forms and Automation. If a user completes a form and when the form is routed to the first approver and the workflow fails at that point because the user being requested to approve does not have a smartsheets account, will another form need to be submitted to that person once they are added to our…
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Marrying 2 sheet datasets into 1 row?
Hoping someone might have come across this scenario. I have a three-step process where a phone scheduler calls to gain info from the client, then a field rep needs to go onsite and gather info followed by a report generated from both parties. A primary key for both parties inputs will be a Policy # The phone scheduler will…
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Use "Created By" auto generated field as a "contact list" for use with approval workflow
I have a form that is use to submit travel requests. I would like to set-up an auto-field that captures who the form was "created by", rather than having them enter their name into the "contact list". I was hoping to use this to then send an auto-generated workflow to this contact. However, I believe workflows only work…
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New Comments window
The other day our comments pop up box went to the classic pop up square box in the middle of the page to a slide out from the left side. Terrible Idea now it cover a third of the page and I am constantly opening and closing to see the date behind it . The pop up box was better because it could be moved around the page to…
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Form not submitting data
I have tested, retested and not luck with data in my form I created. I cannot get the data to appear however the active form has entries that I cannot smiply see. Any ideas what is my problem? I create forms all the time and not one problem until today. Thanks
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Add attachment to multiple sheets and respond?
I have a form where my customer can request certification documentation. The form logs in a Smartsheet for tracking requests. The automation sends an update alert out to my team, requesting a response. When they respond to the update alert, they can attach a file. What I would like is for the attachment to be added to the…