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Create a report form from single line entry
Hi, we use Smartsheet to track customer requests and action plan to resolve. I am setting up a webform for quick entry and would like to print a "report" or something that is easy to pass on to the appropriate person. It would need to be for only one line on our smart sheet page. I know I can click on the line and "Send" -…
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Looking for a way to associate a checkbox in one field with content in another.
I am creating a log of all new, won opportunities. The goal is to catalog the types of services included in each new opportunity. Next, we need to understand the revenue split by service types. I created a web form that allows users to "check" the service types in the opportunity. Next, I need them to allocate the revenue…
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Help Us Improve Smartsheet - 2 minute survey
Hello all, My name is Jeilymar Brady and I am the User Experience Coordinator with Smartsheet UX Research. Please fill out this survey, should take about 2 minutes: http://www.surveygizmo.com/s3/3515357/SmartsheetSurvey This is a quick survey we would love for you to take so we can gather some insights that will help us…
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Running total in Webform
I'm using an embedded Webform as an order form, where customers can select or unselect multiple services (which each have an associated cost). Does anyone know how to include a "running total" cost (or at least calculate the total cost and display it) on the actual webform before the customer hits the "order" button? I've…
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Sheets with Formulas & Web Forms
Whats the best way to handle a sheet (with formulas) populated by a web form? Right now, each Web Form populates at the end of the sheet, where the formulas stop, how can I eliminate that from happening?
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Zapier send mail when row is uptdated - trigger all the rows
Hi Is there anyone whit the solution for this problem ? I have been using filters and contacting zapier, but the recemand me to move the row i want to upate to the bottom. But thats not a good solution, because i use big sheet which is sorted.
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Card View Lanes / Drop down
I'm using a sheet populated by a web form and using Card View as "Default" View. Card View is Viewed By "Machine Submitted By" The "Machine Submitted By" is a drop down selection on the Web form Is it possible to have "COMPLETED" as a lane on Card View WITHOUT allowing it to be a selection on the web form dropdown?
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Background Colors for Attachments & Discussions
I recently submitted a Feature Request and am curious if anyone else would like it as well. Reason: I am trying to increase feature adoption among my peers. I believe this ability will increase the visibility and awareness of Attachments & Comments. Request: I would like the ability to change the background color of the…
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How to get notifications when a new entry is added via a web form
I have a web form which users use to create a new line item that requires approval once added. An automatic notification must go out to the person that needs to approve. Thereafter a notification must go out to another user to inform them of the approval. How do I set up the notifications when a new line item is added via…
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How do I create the Annual Manager Evaluation Form?
It can be found at this link: https://www.smartsheet.com/free-employee-performance-review-templates I've searched through Templates and don't see it.
