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Auto fill form for status updates
Hi, I am creating a form for our weekly status updates so we can see the history. However, it would be useful to have default values pre populated in the form from last week's update so the PMs can update it instead of writing it again - if applicable. This value needs to be pulled from a sheet based on the region/function…
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Can you schedule when a form is active
Is there a way to schedule when a form should be inactive? Our users want the form "closed" at midnight, and we really do not want to do that manually on a weekend.
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Indent Under Primary Column with in Form view
Hello, I have a requisition form and want to indent the "Part No., Item Description, Quantity, Unit Price" columns under the Primary column " Requested By.". However, I want this to be automatic. So the idea is when a user fills the form out they can add multiple lines for "Part No., Item Description, Quantity, Unit…
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Using dynamic form to update sheets
Can a Smartsheet Viewer make changes to an existing sheet through a form by submitting data via the form which is linked to the sheet, even if they only have "Viewer" permissions, allowing them to update specific fields within the sheet without needing full edit access to the entire sheet; essentially, the form acts as a…
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Form Access Message
I have a form that I want only certain users to have access to submit. If you don't have access but somehow land on the form I want to communicate to users which individuals they should follow up with. It appears that Forms only allow you to block users based on domain, which wouldn't work for me because only people within…
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I’m trying to create an online form with smart sheet integrating Docusign and need help/advice
I have a form (currently an Acrobat form) where the user would fill in the fields, then depending on the info they provide, it would need to go to different people for their signatures. This is done by them manually forwarding it on as an email attachment. For example: user John Smith fills out his info, including his…
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Linking forms in a dashboard.
Hi, Currently when one wishes to link a form in a dashboard (not display a form, i mean hyperlink! but guess it would apply to forms in a dash too) You would need to get the url first of the sheet where the form derives from. Instead, it would be handy that when adding a hotlink, it would pop-up when 'Smartsheet item' is…
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Automatically updating form links using a project template folder?
Hi, I am currently building my Template Folder. I have a Project Dashboard that features a link to a form. (See Below). This form is used to populate a 'Project Update' Intake Sheet within the Template Folder. However, when I 'Save as New' this Template Folder, the original link to the form remains. This means entries are…
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Merged: Embedding Images in Text Fields within Smartsheet Forms
This discussion has been merged.
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Restriction for email entered into form
We are trying to update a field on our form, where the submitter enters their email. Recently someone entered their personal email, which we do not want. We are trying to update this field so that it will only accept emails with our work domain. Is this possible? I believe it should be but am having difficulty figuring it…