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Can I attach a form to a Gantt chart to be sent out automatically when milestone is met?
I want to attach a form to a Gannt Chart, so that when a specific milestone is met, the form will automatically be sent to be filled out. I am using the Gantt chart to track multiple jobs, and I want it to send out checklists at certain times during the job process. I created one of the checklists as a form in another…
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Validate Email Domains
In a form, it would be great to be able to set up a validation that would not allow certain email domains (such as @gmail.com or @yahoo.com).
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Contact List Functionality in Forms
I've noticed this request a few times over the years, but still don't see that Smartsheet has addressed this. When using sheets, the "Contact List" column works wonderfully and will populate any user within our Smartsheet account when you begin typing a name. However, when attempting to use this within a form, it DOES NOT…
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Field Service Management in Smartsheet
Has anyone built a Field Service Management solution in Smartsheet? I need to maintain a database of; store locations technicians, their backup tech and their backup of the backup tech dynamic schedule of availability of said technicians I envision some form of a 'lookup' worksheet where appropriate and relevant data from…
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How does the form submitter receive a confirmation email without getting copy of the submission.
Hi there, I am hoping to find a way for our staff who submit information through form to receive an email confirmation without having to get a copy of the information they fill in the form. At the moment the only email option is to have them get a copy of their response to the form, but I don't want them to have a copy of…
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Table in Forms
It would be extremely helpful to be able to add a data table to a form. I need to be able to ask users to provide details about, for example, grazing in multiple paddocks. My table would look like this: Column 1 Header: Paddock No. Column 2 Header: Crop Type Column 3 Header: Area Please add this to the list of development…
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NEW! Automatic form relinking in dashboards when provisioning a new project from Control Center
Hi Community! We’ve launched automatic form relinking for dashboards. Previously, when a folder with a dashboard that has a form was provisioned in Control Center, form submissions continued to route to the original sheet instead of the new one. This release will introduce automatic relinking of forms in dashboards to the…
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Duplicate Columns in Smartsheet Forms
I am using Smartsheet Forms to create a survey. The survey will repeat the same three questions over and over (about 10 times total), just applied to slightly different topics each time. I don't want to have to type out the three questions and associated dropdown menu selections over and over manually. Is there a way to…
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Auto sum in form?
Is it possible to have a field in a Smartsheet form auto calculate a sum of previous fields in the same form? For example: On an invoice form: If $500 was spent on supplies, $400 was spent on travel, $150 was spent on other allowable, can we have that auto-calculate into the Total field? Right now, submitters have to…
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Progressive form save, now generally available in the mobile app!
Hi Community, The Smartsheet mobile app is great for capturing information on the go, especially when paired with forms. However, a customer pain point in the past was the fact that all form progress in the Smartsheet mobile app would be lost if a user navigated away from a partially-completed form or accidentally closed…
