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New Employee Onboarding - Forms
Hi - I'm using the Employee Onboarding template set. I want to set up a form within the sheet that managers can fill out with the applicable info: Employee Name Manager's Name Start Date Job Title I want these to populate directly into the sheet from the form The challenge is, because these are row and not column entries,…
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Error Incomplete or Invalid when Submitting Form
We have several users getting this error when trying to submit a form even though everything is filled out correctly. It seems to happen when using AutoFill to populate fields on the form. Has anyone else experienced this? Thank you
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Survey Results from Form to Dashboard Chart
Novice Smartsheet user here. I created a Likert-syle survey using a Smartsheet form that has about 20 questions on it. I have results from five respondents so far. I would like to present this data in a Dashboard using the chart widget - one chart per question. Ideally, the chart would show how many respondents answered…
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Customer Survey and NPS Scoring
I have set up of customer survey that includes an NPS question. I am not too familiar with reporting and dashboards yet, so I am having a difficult time envisioning where I should do my NPS calculations ie. Intake sheet, separate sheet, report, etc. This is also my first "solution" build. Currently, I am putting the…
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How to copy form to create its new a bit different version
Dear All, I created a form in Smartsheet that is quite complex and I would like to create similar version of the same form but with some additional options to see what version will be better for my needs. As I don't want to start from scratch with this new version of the form, is it possible to copy ma first form and just…
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How to copy questions when designing a form
Dear All, Do you know an option how to copy questions when designing Smartsheet form? I need to use several sets of the same questions with some minor changes and it would be great to just copy them than designing them from the scratch ... If such option exists and you know it, please let me know. Thank you!
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Re-open Partially Completed Form
Hi all, We have a sheet that collects information about our accounts. Our contracts team enters some of the data via a form when they hand it off to our accountants. However, they don't always have all the information at the same time, and some would prefer to enter it piecemeal rather than needing to dig it all back out…
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How to share a form after it is filled partially?
The form first needs to be filled partially and then shared to others to complete the rest of the form using the information previously submitted. The previous information filled shouldn't be made editable to the next user of the form. Is that possible? In the attachment, I want first four fields to be filled by me and the…
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The default value set up in the form creation not working consistently
The default value set up in the form creation does not always populate cell when new rows added. Multiple grid columns in a single record have dropdown list columns using "N/A" as default value set up in the form creation, unless of course another value is selected. When the new row adds, some columns have blank cells…
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COUNTIFS Function of # of Values Used in a Median Calculation for Metric Sheet
I have a formula in a metrics sheet where I am successfully calculating the median of values that meet a specific date range: =MEDIAN(COLLECT({Resi - Financial Approval Duration}, {Resi - Enter Stage 7 Date}, AND(@cell >= $[Start Date]$1, @cell <= $[End Date]$1))) I now want to calculate in a adjacent column the total…
