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Forms Permissions
I created a Portal/Dashboards with forms on them for employees to collect data. If they do not have edit rights to the underlying sheet, can they still add via the form? Also, is there a way to catch a duplicate entry?
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Customized Message in Workflow
I am trying to create a ticket system where a staff creates a ticket via a form Lets say "Fix the broken faucet" I then want to send the user back an email saying Your Ticket number ABC-123 has been created Then the user can contact a plumber and say please reference Ticket Number ABC-123 for your work I was hoping I could…
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Black out dates in a form (date type column)
Hello, I have created a form and have a column named "Date Item is Needed" which is a date type column. However, the requestor needs to allow at least 10 days from the actual day. Is there a way to always black out those 10 first days? Thanks!
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Row Gap issue from Web Form entries
I have set up an estimating log, which is populated by web form, we are currently experiencing issues where certain rows of data are being populated between 2 - 20 rows below the last entry has anyone else experiencing this issue and can advise how solve the issue?
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Sign-in Sheet using Smartsheet & Forms
I have built a sign-in sheet using forms (yay) but am now wondering if there's a way to do the following: We occasionally collect some attendee data that I'd love to have pre-populated so that people can sign in and add in the rest of their information and also sign there. Is there a good way to do this in Smartsheet?…
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Surveying Project - How to setup the structure of Smartsheets
I need to send out Architectural Survey team out to the field to survey the existing conditions of a restaurant. Information gathered is Electrical Information (Panel Size, # of Breakers), Equipment (Make Model and serial#), Condition of Walls,etc. I'd like to send them with a Ipad with a Smartsheet form, but I'm…
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Approval flow for credit notes
Hi all, I have set up the first draft for an approval flow to draw up credit notes. At the moment I have a flow set up as test that works very well for 1 condition - but I need to have a flow that includes 3 conditions: - credit note approval request between 1-50 euro goes to person A - credit note approval request between…
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Automatic email notification through forms
I created a form which includes a text field for the person's email address. I want to create a workflow to trigger sending an email to the person when a specific field is changed. However, the person's email is NOT part of the contacts. How can I tell Smartsheets to email the person that a change has been made? There does…
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Web Forms. How to have a default attachment (file upload)?
I use Web Forms to add new rows to a Service and Repair Register. Easy! I also wish to upload a default Job Card (Word file) with each new record, efficiently and with little chance of error. Not so easy! Is it possible to add a default file to a Web Form? My users could then select the correct Web Form, and the required…
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Approval workflow
Hi Guys, Im new to smartsheet , please help me. I created an approval workflow then if the approver is not around how I am going to reassign it to other approver without breaking the approval sequence. Please let me know your thoughts. Thank you very much.