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How do I automate the creation of a project schedule from a form submission?
Hoping someone might be able to help me figure out this workflow: Form is submitted requesting a new project with the following information: name of project, requested go live date, assigned project manager This form submission triggers a workflow that will automatically pull a project template, inserts "name of project"…
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Merged: Dynamic Contact lists - User groups to populate dropdown and/or forms to reference user lib…
This discussion has been merged.
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Tracking Missing Submissions
Hi! Thank you for considering this problem, I am very new to Smartsheet. I have a form that I have 10 regions complete monthly. There is a due date for each month. I would like to generate a report of those of the 10 regions that did not submit a report monthly. How would I go about doing this? Thank you again!
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moving Just a Column to a new sheet with Automation
is there a Way that i can Move just a Column in a Sheet to another Sheet that will just Grab the Column. i would like it to work like the Automation that it Grabs the Row any time something is Triggered. but i would like it to just Move the 1 Cell from a Column not the Row as i don't need anything else just what got…
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Form Ranking
Need a way to poll participants and have them be able to select their top five topics in order of most importance. For instance, if you have 10 potential topics of interest and you would like your participants to indicate what their top 5 priority topics are. From this information, we want to know what are the topics of…
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Save as Folder option does not change form path and history table path. Need to change manually
Dear Team, Save as new Folder option does not change form path and history table (copying records from workflow) path to new folder location (folder created using save as option), We need to change manually. (Kindly refer below scenario) Example: I have created workflow to copy current record to new sheet whenever change…
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Isolate User Entered Value in Multi select list
I have a multi-select list that looks like the below. My goal is to map form results to a PDF and I've used helper columns to turn the responses into checkboxes [formula for those: =HAS([Indicate the type of referral source]@row, "Yes, parent")]. However….I do not have the multi-select limited to my answers so that staff…
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Form with multiple logic conditions
I have a form with multiple logic conditions (15). The logic is that who fills the form is being asked how many items he/she wants to insert/record. If 1 is chosen, the form will show only one field (Item 1) and if 2, two fields will show (Item 1 and Item 3) and so on. No matter how items (1 to 15) are chosen, the Form…
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Allow Images, Field Formula Calculations, and Layout Customization in Forms
Allow Images: It would be so great to be able to add images to the form layout that can be viewed within the form. This could be used for multiple purposes (ex. Order or Item selection based on image. Ex. Provide visual instruction or assistance to help user complete the form.) Field Formula Calculations: If a form's…
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Merged: Column Formulas in a Form
This discussion has been merged.