Discussion List

  • Auto-populating sub-tasks from Form.
    In Using Smartsheet
    Hello. I have a list of tasks, assigned to different people, that have to happen each time a new topic comes up. Ideally, when a user submits those topics via a Form, I would like that list of tasks/assignees to auto-populate as sub-tasks …
    17 1
    Answered ✓ 17 views 1 comment Most recent by Genevieve P. Using Smartsheet
  • can a person submitting a form save it if they need to come back to it later?
    In Using Smartsheet
    I have created a form that requires a lot of information before it can be submitted. The person completing the form may not have all the information at hand or may get interrupted while completing the form. Is there a way the person can s…
    1475 14
    Answered ✓ 1.5K views 14 comments Most recent by DWoodcock Using Smartsheet
  • Can I make a form demand EITHER field be required?
    In Formulas and Functions
    Hullo: I am using a form to track outside vendor shipments. Sometimes our shipping team gets stuff into the system in advance, sometimes after it's been picked up. I would like a form that requires either Estimated Ship or Actual Ship. …
    Answered - Pending Review
    14 1
    Answered - Pending Review 14 views 1 comment Most recent by Bill Sjolinder Formulas and Functions
  • Request to Update: Is there a way to make some fields required
    In Using Smartsheet
    I have a form where the user is presented a form with some of the fields from the table. Once the approval routing is complete, the user is prompted to fill the remaining fields. Is there a way to make some of these fields mandatory? Curre…
    1243 9
    1.2K views 9 comments Most recent by Marc Hauge Using Smartsheet
  • How can use a field several times within a form?
    In Using Smartsheet
    Hi. I need to collect feedback about several programs using a form. The form should include the same questions for each program. Any ideas about workarounds that allow me to use a field several times within a form? I want users to receive …
    Answered - Pending Review
    22 5
    Answered - Pending Review 22 views 5 comments Most recent by User251 Using Smartsheet
  • Form / Calendar Integrati
    In Using Smartsheet
    Hi,  I'm working on developing an induction booking process that allows our team to book site induction through Smartsheets. Firstly, I intend to have a Smartsheet induction register that will include columns such as induction date, who t…
    2735 25
    2.7K views 25 comments Most recent by Andrée Starå Using Smartsheet
  • Approval Chain
    In Using Smartsheet
    Hi, I am trying to set up a work flow with the approval chain below: Someone submits a form, it gets sent to a Manager for approval. If approved, the employee gets an email stating such. If it is denied, the manager can add notes on wha…
    Answered - Pending Review
    24 3
    Answered - Pending Review 24 views 3 comments Most recent by Genevieve P. Using Smartsheet
  • Can i configure a workflow to alert someone when a specific entry is put in on a multi-select column
    In Using Smartsheet
    I have a form we are using to collect information on team activities. One of the form fields is a multi-select column where entrants can select all of the partner teams they will need to conduct the work outlined on the form. I'd like to s…
    Answered - Pending Review
    11 1
    Answered - Pending Review 11 views 1 comment Most recent by Paul H Using Smartsheet
  • Viewing Submitted Forms
    In Using Smartsheet
    Good morning, I'm creating a form that I'd like to be able to save the responses as a PDF document. As far as I can tell, the only way to see submitted forms is through the sheet itself - not in any "document" format that could b…
    Answered - Pending Review
    1415 5
    Answered - Pending Review 1.4K views 5 comments Most recent by Paul H Using Smartsheet
  • Recent Submission Formula
    In Formulas and Functions
    Hello, My goal is to create a formula that will automatically update the current status of our utility systems based on the submission of the most recent inspection form. Basically, I'm looking to create a green dot on a separate sheet …
    27 1
    Answered ✓ 27 views 1 comment Most recent by Bryan Letourneau Formulas and Functions