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Publishing a new client intake form
How do I do this: I need to collect data (name, address, etc) from new clients and I have created a Smartsheet for basic data. I then email the new client with a link to the form and the client fills out the sheet. However, each client is different and based on how they answered a specific question, I have another form for…
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How do you pull form data in sights directly from a sheet?
I am trying automate pulling data entered in the form, that pulls into the sheet to then pull into a sight without using a report as the formatting is not very good, can anyone help?] I have attached a screen shot to support above. Thanks
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How would I add an attachment via a Webform?
I am working on a webform that would request actions to help track and manage contracts. Is there a way to add file(s)/attachments to the smartsheet via a Webform?
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Populating a sheet from a Webform
Is there any capabilities regarding populating multiple lines of a sheet from a web form? My company uses Smartsheet as an AP tool where vendors submit there invoices through the web form I created. My company has over 150 sites nationwide and over 300 globally, so some vendors we have are global as well and invoice 50-100…
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Web Form Unable to be Accessed
Someone who we've asked to supply feedback via web form received this message: "The form you are attempting to access is no longer active." We have not deactivated the form. The "Deactivate" choice under the "More" option is there. Is this possibly a firewall/security issue on the user's end?
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Capturing data from a Magnetic Strip
I was wondering if there is any way for Smartsheet to capture or populate information if we swipe a card that has a magnetic strip? I.E. can we have employees swipe their ID badges and capture their employee ID number?
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Specification sheets
I need to send out a form with default values and a corresponding field for the person receiving the form to fill out. I do not want to receiving person to be able to see the sheet the form was created from. Once the receiving person fills out the field I want them to send it back to me so their entered data will stored in…
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Ticketing Sheet: Update Request to Group?
I'm using the ticket template and want to use the update request feature. Currently it seems like the only way to do an update request is to assign it to a specific user, which doesn't make sense if you have an entire department working on tickets at different times of day. How do you request an update to a ticket (row)…
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Forms using drop downs
I read in an older post the when using forms you can only use values within the drop down even when "restrict to dropdown values only" is not selected. Has this been resolved yet by Smartsheet?
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Auto Locking a Dropdown in a Form
We are trying to create a form or update request (not sure which would be best) that allows external users to select a date and time from a dropdown list and when one person has selected that time it then doesn't allow another person to select that time and disables it as an option. Is this possible with some sort of auto…
