-
adding multiple approval stages for request form
Hi, I need to create a service request form that goes through different approval stages in our company. Stage 1 would be this: Co-worker fills out the request form which then goes to our accounts payable guy (AP) to check the budget. Stage 2: AP then decides if there's enough budget. If not, the co-worker receives a…
-
Multiple Entries per One Form
I am creating a form that will be sent to out and will need to be populated with numerous lines of data following the same format. I have read previous posts about Smart Sheets inability to allow one form to populate many row. Is this still the care or has the capability been added? Basically I am trying to create a…
-
Check out/check in - Validating an inventory.
Ok, so I'm trying to use Smartsheet as part of our employee move process. Basically, in the past we've use a paper form to inventory what a person has (PC, monitors, chair, boxes, etc) and then use the same inventory to validate that the correct items arrive at the new location. So, I've created a sheet that will capture…
-
Webform Error message - can anyone help?
Hello , We use smartsheet webforms for daily reports for some of our volunteer workers..this works fine when the forms are filled out on a computer, however when filled out in our school app and submitted, they get the attached error message saying "this form is not found". Despite this, we still receive the reports into…
-
Help needed with formulas - paid work opportunity!
Hi everyone, My colleague and I are new to SmartSheet and we are having some issues with a few formulas and we can't quite work out what has happened. We are offering paid work at an hourly rate for someone to join our team to help troubleshoot and fix our SmartSheets issues. If you're interested, please let me know!…
-
Building sheets that talk to each other
Hello, I have two sheets I would like to reference data to and from and I understand how to us the =VLookup option BUT what I cant seem to get it to work. I basically want one sheet that our shipping team updates to automatically update another sheet my purchasing team uses. The columns have dates and check boxes so when…
-
Limit Size of Entry on a form
I tried to search for this but was not able to find it. I have a form that I has one of the entries that I want to collect is nickname....but I can only display 8 characters.... So how do I limit the entry to restrict it to be only 8 characters? Today I am preloading the field with XXXXXXXX hoping that they will read the…
-
Automatic Form Repsonse
Hello, I have a form in which staff submit their mileage journeys. In the smartsheet (not the form) I then have a column which totals all their journey miles to give the total mileage completed and the amount to be paid to them which the person submitting doesn't get to see. Is it possible to set the sheet up so that an…
-
Bank Statement Checklist and weekly notification of missing statements
Good morning, I am trying to build/find a Bank Statement Checklist that will notifiy me of all missing bank statements. For example, as of today, we should theoretically all bank statements from October 2018 and prior. I would like a monthly email sent out notifying me or somebody of all missing bank statements. I am…
-
Receipt for Work Completed
I want to auto generate a receipt with Zapier or something and send it to the supervisor and client upon work completed. Problem: Our electricians perform tests on all equipment we install. We have many QC forms that we use but using them is very cumbersome. Our techs need to ensure that they print them off before going to…
