-
Merged: Adding Images to Fields Smartsheet Forms
This discussion has been merged.
-
Simultaneous Update of Project and Review Sheets, for Non-Existent Projects, with one form
I am part of a Solution Architecture department that uses Smartsheet to track project reviews. Our workflow involves two Smartsheet sheets: a Master sheet for basic project information (project name, ID, contacts, status), and a Review sheet for detailed review data (review ID, review name, review type, project name, and…
-
Send form via email (not just link)
We have a form (survey) that we want to send out via email (not smartsheet automation because we dont want to share the sheet with the individuals we want responses from). Instead of just sending a link - is it possible to "embed" the form in an email. I have been scouring the net for ways to embed html websites in email…
-
Merged: Easier way to list everyone in the Contact List in Form (Contact - Multi Select Column type)
This discussion has been merged.
-
Merged: Use contact data in forms
This discussion has been merged.
-
Deleting or Deactivating Request emails
Hello, I have an automation where it send a request email automatically and it resends the same email 2 more times both request emails. I do it this way as a reminder and don't have to ask them to search their emails. Is there a way to automatically delete or deactivate the old request emails? I know I can manually do it…
-
Auto-populating Primary Field with next number in Form
Good evening, I'm currently creating a form for our client to request new Change Requests. Our change requests have a Primary Field called 'CR Number' and have the following format: 2024-CR182. I've already created my form, but I omitted the CR Number since I can't auto populate it with the next number, ie 2024-CR183. Is…
-
Link Columns to another sheet dependent on answer to question
For all exams listed on our Assessment sheet , if no incidents during the exam occur, is there a way to streamline by cross-referencing the Assessment sheet to populate specific columns in the incident report sheet instead of completing a separate report? I'd like a user to go into the assessment sheet, scroll to the…
-
Form to populate answers against unique ID
Hi Team, I need to collate data from employees for an upcoming project. Has the form got functionality to recognise unique identification between answers and link it to relevant row yet? My ideal sheet would have all employee names, their unique staff ID and relevant fields I will ask them to give me answers for via the…
-
You can search for forms now!
Hi Everyone, In the pursuit of more thorough, robust search returns, we’ve made it so you can now search for forms. Previously, forms were not included in Smartsheet Search results, making it hard to quickly find a form you could fill out, share with others, edit, or view form responses. Addressing this was a top customer…
