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Get Email from Contact Name
Formula or some option to get the email address associated with the Contact name. A name can be anything a user chooses (variable), but an email is not variable and can be used to do lookups more accurately than a name. (Relying on someone to type it in correctly is asking for trouble.) I currently use DataMesh to get the…
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File Upload Not Showing on Form Through Automation
I was able to create a form and add the file upload option. This is a form that needs to be filled out by over 70 different vendors and I am using automations to send out on a 6 week cadence. When I check the form via Open Form on Smartsheet, the file upload section is showing just fine. However, when the form is sent out…
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Convert a row attachment from jpeg to pdf
We are putting together a credit card receipt tracker in smartsheets. I have a simple form that asks for 4 fields of information and then a document upload. The employee would fill out the form and snap a picture of the receipt to upload to the form. The file comes through as a jpeg using an iphone and selecting the take…
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Creating a formula that references a static cell?
Hello, I have a form that is submitted to one of my sheets daily. Currently, new entries populate at the top of the sheet. I am using a formula that always needs to reference the top row, or newest entry. Is there a way to accomplish this? Currently, if a new entry is submitted, the formula changes to tracking row 2…
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Email automation with attachments?
Hi all- Wondering whether any of you have worked with automations involving sending emails with attachments. I am working on improving our system for issuing travel reimbursements post-conference (we have to use a specific Excel form for now sadly), and we are currently using Smartsheet/Generate Document to generate…
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Can forms return the label and help text in email to person entering the form?
I have a created a desk assessment and in the form provided some assistance options to better the evaluation. Example … Question is longer than the column header so I've put it in the Label as this … Is the Keyboard separate from the screen? Response options are Yes / No / N/A, but in the Help text - I've added Further…
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How to add additional information after a form is submitted?
We use forms to create project requests, and we know each form is submitted and creates a new row in the underlying sheet. We have 6 unique forms tied to one "project type" sheet (x3 project types). The forms are super intricate and logical, and the sheet has a ton of automations and workflows to it. Our executives want to…
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Capabilities of Global Updates
Could we use Global Updates the make the following changes to blueprint sheets: Add shared filters to the sheets Add Forms to the sheets Also, can we provision a blueprint sheet including shared filters and/or its own form (not from specific link)?
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Autopopulating Dates Based on 2 Fields
I'm struggling. I have a workflow to auto-populate the created date. I have another column that determines the type and length of review requested (3 days, 6 days, or 12 days). I would like to auto-populate to a specific submission date Mondays at Noon to be discussed at a recurring meeting on Wednesdays, so it would be…
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How to apply cell formula to new rows added by form.
I have a cell formula to apply to the row 1.. I need new form entries added to top row to automatically apply. The form entries are the amount of dollars or change turned in to get total amounts by count. I can not make it a column formula. please advise. I tried using Absolute ($) but it changes row # with every new entry.
