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Smartsheet in Commercial Real Estate
My team is working on incorporating smartsheet for our landlord and tenant rep clients, as well as our team. Any suggestions on best templates, etc to use?
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Copy of my responses
I'm not sure if this was already addressed in a previous post or not so I appreciate your patience. I created a registration form that has 6 choices for respondents to choose from. Is there a way to format the "copy of my response" email to only include the specific choice they picked? Currently, the email includes all 6…
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Inactive Forms - Changing displayed text
Hello all, Our group is switching from our current set up tracking and submitting to smartsheet. Is there anyway to edit the automated message when people go to the form? E.g. "Please discontinue use and.."
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Dropdown Form Entry
I want users to enter data via form and one of the fields is a dropdown list and I do not have the restrict list to values selected. I want people to be able to submit new entries via the form but it will not accept any that are not already pre-defined in the dropdown list. This seems like a defect to me. People can add…
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Need advice on Forms & Approval Workflow
Note the word “form” below does not necessairly mean a Smartsheet form…currently it’s a Word doc * I have a form that need to be completed by at least 2 people. * Once complete, the form need to be reviewed by 1 person* If correction needed return to step 1 * If correct move to step 3 * Form is sent for “approval” to 5-6…
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Webform Help
Hi Team! I use web forms to a large degree now for installation sign-offs for our field engineers, they are working great. Is it possible to build a conditional branch into a webform? So if I ask a question "Are you proud of the installation?" This is answered via a YES or NO dropdown option If "NO" is selected Can the…
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Limiting Card View Data Entry Fields
Hi Folks, Is there a way to limit the fields that are displayed when a user clicks to edit a card in card view? Perfect solution would be to allow a custom form to be used. If not can you define what fields are displayed (hiding the others) in Card View when editing a card?
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Suggestion for dynamic lists
A feature that would be fantastic for large scale project work would be dynamic lists that could be set up on a sheet and then referred to by drop-down lists in other forms/sheets. E.g. As more projects or names are added to a sheet these then automatically populate drop-down lists for an "Add new risk" form.
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Forms
Hi, I understand how to create forms but I don't know how to view the data within the form. I assume this is the easy bit but I just can't find it. Any help much appreciated
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Notifications for when something DOES NOT happen
Hello, We have an important task to do daily at my workplace, and I would like to set up a notification system if the task does not get completed. The idea is that an employee completes the task and then submits the form. If one form is not submitted for the day, an email goes out at X time to notify the supervisor. I…