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Guidance on using Smartsheet to support PMO processes
I am about to move my PMO process to Smartsheet and am trying to figure out how best to structure this. Currently, we have a standard set of tools that we issue to a project manager when the project starts, this includes Scope, Business Requirements, Test Plans, Meeting Minutes, Issue/Decision/Risk Log, Project Plan etc..…
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Form Summary Email
Hello We have a sheet set up (for Travel requests across our business). We've set up a form for users to fill in with all the basic request details, which then populates the sheet. The admin team are then able to log into smart sheet and complete the rest of the row fields with booking details, costs etc. We've got an…
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Interested to hear from people who have/plan to use Smartsheet as a Facilities/Maintenance System
Hello all, I have been using Smartsheet to help my clients digitise their Cleaning / Maintenance / Landscaping / Service processes and businesses. This includes Site/Location/Asset lists, service request and reactive/planned work tickets. I have created a solution that allows Services Requests come in via forms, get…
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numbers that start with zero and webforms
I have a webform that I am trying to create but one of the columns is a number field where the number commonly starts with a 0. My problem is that when you submit a number that starts with a 0, the 0 gets dropped unless the field is formatted as text. In smartsheet, the only way I see to format a field as text is to add an…
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Instrument Log Web Form
Hi All, I am after some advice please. I have currently got a sheet and web form set up that my engineers use to check out instruments when they take them to site and then check back in when they return the instrument or the instrument changes hands however I am running into some trouble. At the moment every time an…
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Feature Request: Complete Update Request from within SS, or Refresh UR, or Edit UR
I send out dozens of update requests daily to people and yes some of them slip through the cracks. This is natural, as many people (myself included) set up filters for their incoming mail and don't always see them in a timely manner. As such, if I tell people to go through Smartsheet and check for their open update…
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dropdown menu in a column in webform
hello everyone i am brand new user in this community trying to familar with this software. so far looks very promising. i have a question like how to make multy forms in one web form like i want to generate form in which in second line there should be multy option to select one and then under neath line will change…
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Web form with restricted access
Hi all, I want to use a webform to collect details from my employees prior to their individual one to ones. They would recieve the webform on a monthly basis to complete. I would add any agreed actions to the sheet so we have a record. However, the information will be confidential and I don't want one employee to know what…
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Enhancement Request - "Edit Row" form to utilize field comments from Web Form
One of the things I like about SmartSheet forms is the ability to essentially create a work instruction from the Web Form itself. You can comment the definition of fields, enumerated lists, etc. making the form fairly self defining without the need of outside Work Instruction type of documentation. It would be nice if…
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Web Forms Best Practices for multiple entries
What is the best practice for a Web form that requires some header information such as Company name, Address, PO#, etc. and then it requires information submitted for multiple products. For example, we need product information for 8 separate products from the same company, and we want to avoid the recipient of the form…