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Multiple Forms - Add info to existing row
Hello! We work with a registration form that feeds a master sheet, we want to add another form that will update or add a request for change for a registered contact, but we do not want to generate a new row, we want Smartsheet to match the name or ID to the initial registration and update the columns. Do we need a formula…
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Does Smartsheet publish a roadmap, in particular for Forms support?
I'd like to understand the roadmap for Forms features, such as: Accesibility Enhanced validation (e.g., regex) Dynamic population of field data (eg., based on data entered into other fields, populating dropdowns and contact lists from external sources,) Multi-page forms Ability to review forms prior to submission And so…
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Contact dropdown in form
A contact dropdown should exist in form entry - the Contact fields are treated as text or as email addresses in forms, and always needs to be double handled in the smartsheet itself
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Notifications Currently Experiencing Issues?
Hi All, I seem to be having a bunch of notification issues, and I'm wondering if anyone else is experiencing issues. Please keep in mind I have had these automations in place for over 2 years already & they always worked as expected. Is this a system-wide issue, or should I connect with Smartsheet Support? Issue 1 -…
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New to SmartSheet - 2 questions on functionality
1: When using a SS form, is there a way to deny a duplicate entry based on an employee name or number? 2. Is there a way to somehow link from SS to Outlook to create calendar invites based on a date field in the SS? Thank you! Kat Gavigan
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How do you standardize addresses in Smartsheet?
Has anyone found a way to validate their address fields in Smartsheet? We are currently using a Smartsheet form to collect business license data and would like to integrate our data to ArcGIS to map the business locations. Currently, we are manually updating all of the citizen-submitted addresses which is a huge time suck.…
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Searching within a large dropdown list
Hello, I currently have an expense report for our company credit cards. On the expense report I have a drop down that lists all of the account numbers so that each line item can be posted to the correct account. There are hundreds of accounts and I would like to know if there is a way to broaden the search within the drop…
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Web Content Form Not Working on Reload
I have a web content widget on my dashboard that displays a Smartsheet Form. I have the form set to reload the form for another entry when an entry is submitted. When the user goes to use the newly refreshed form, dropdowns do not populate (i.e. Contact Lists). Dates and text work fine.
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Request for PTO Process
I am working on a PTO process for a large team. I have a request form, goes through an approval process, upon approval processing team member receives notification, calendar (using Calendar Addon) is available for viewing by managers. My question is I would like to include an automated way that team members can either…
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How to add additional fields under the logic feature using forms.
I have a form that I am attempting to add logic to. The IF is "Yes - Other" the THEN options that are populating do not make sense in the context. Is it possible to add custom THEN fields?