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Embedding a From within Smartsheet
Hi - I've created a form for submission of items in my "email calendar". Our team goes into spreadsheet often, so I don't want them to have to exit to click on URL to submit email request. Is there an easy way to add it into Smarsheet so that they can easily submit a form within our Email workspace?
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What is the main difference between Forms and Update Requests?
Do forms only add the submitted information to a new row? Can they go in the same row where the contact appears in the contact column? I like the update requests but prefer the more customizable forms. Thank you
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Cell linking effecting Last Modified date for whole sheet
I have a Main sheet with a cell that is linked to a log sheet to count total rows. whenever a form user adds a row to my log sheet it is updating the last modified date for all the rows on my main sheet. any idea how I can have this stop happening so I can send out a notification for any row that has not been updated in…
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Automate sending update requests by date weekly
Hi , I would like to automatically have a request to employees weekly that has their time card attached or embedded by a link for them to fill in their time for specific projects. I have looked into using a Update Request but I could not figure out how to create a rule which says to have it sent to the employees on the…
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Custom email notifications
We use smartsheet to track enhancement tickets that is logged with us, I would like to setup a "custom" email that is triggered for every phase a ticket might go to, example move from phase 1 to 2 then a custom email gets trigered with our companys custom info and details around the ticket. ? We have an outside logging…
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Auto populate field on form
I am trying to have a field auto populate in a form, however only a portion of the field will come through. The fields that are linked have several lines of text with skipped lines. Am I missing a simple functionality so that the entire text in that field will come through?
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Best Way to Have a Back-and-Forth with Non-Users?
I have a sheet with info for a few hundred people. For privacy reasons I cannot share it with them, because they cannot view other people's rows (a selectively hidden feature I've put in a vote for). So I send everyone their information in an update request and ask them to fill it out. I then see their answer, respond, and…
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Create HTML Forms
I want to embed an Eloqua from into Smartsheet. Is there a way to create a form by uploading HTML that will send the form submissions over to Eloqua?
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Contact validation in Web Forms
I have a web form for users who do not have access to the full Smartsheet. Part of the web form is an entry for a contact who has access to Smartsheet. I have alerts built into this list based on specific rules. The users of the web form sometimes mispell the contact name. The contact then does not receive the…
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Using "Created by" as "Assigned to" for Resource Management
I'm using a web form to collect vacation request, etc. and added a System-generated column to automatically add the Created by. The form is only available to registered Smartsheet users. Now I want to see these absences in the Resource View and to do so I need an Assigned to column. Is it possible to somehow connect the…