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Forms: Text box inserts based on select answers
Hello community, I am using a form as a survey and am trying to use a "If yes, please explain what/why" option. Is there a way to pose a question on a form with a Yes/No answer and can select based on which of those answers will add an additional text box to another column or so? Appreciate any input or ideas people may…
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Export Web Form
Hello. I am trying to use SmartSheet as a relacement for an audit form. There about 90 questions on the audit that would be answered with a selection of A, B, or C. Ideally, those would be checkboxes, but the sheet does not allow duplicate names in the columns. I would like to be able to pull a clear report from the data…
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Automatically marking something as complete when requirements are filled
Hello, I was wondering if someone would be able to help me with a problem that I have been struggling with. I would like to make it so that when a checkbox is checked, in another column, called status, that it would switch and say complete. The status column is a Dropbox, containing Completed, In-progress and Not started.…
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Webform Email Notifications
We are using smartsheet to Nationally track data. When a webform is submitted there is a requirement to email a certain person within the company notifying them that a report has been issued and action is required. The list of different people who might have to be emailed on the report generated is very long and not all of…
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Course seat registration
Hi, I'm trying to set up a form for people to use to register for specific seats in specific courses. For instance, on the form, I should be able to select course A with my name and email . At that time, 1 seat from course A on the sheet should be populated with this data, and the number of available seats should reduce by…
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Linking colums from one sheet to another issue
Good morning, I am trying to set up a master document with linked cells across three different sheets. First being an order form, second being a shipping form and third being an install form. All the information will link back to my system ID of which system is being installed. My question is when I highlight my cells I am…
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Pre Populated Form Fields
I want to create an order request form with an inventory control sheet I've created. The sheet contains remaining stock on hand of several different items. The drop down list will contain the items I have in stock, but I'd like to have the amount available to show up based on the item selected. This number would be…
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Calling Custom APIs from Smartsheet form
Hi All, we have a simply custom API which will take as input an employees ID and return their management chain. We would like to call this API as part of a simple smartsheet form we built such that their supervisor's ID can be inserted as part of the record in the smartsheet. Are there instructions as to how to embed a…
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Question - Dependent Fields
We have a few questions: * When our users are entering data in a form, is there a way to default certain fields based on other entries? * When users enter data, we only want them to see their submissions and not those of other companies/users? Can groups control that?
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Using reports to create Totals
Hi I am pretty new to Smart Sheet and have mainly used it for Project Plans so far. I am now looking at using it for forecasting for delivery consultants. I have created a sheet and form for them to enter forecasting for delivery for a particular customer in a given month. I would however like to be able to create a…