I would love it if there was a way for a row that is entered from an intake form to automatically categorize to a parent line and have the option to place it at the top or bottom of the children. For example, if I have a ticket request form and on the sheet there are 3 parents, Pending, New, and Closed requests. When…
I'm looking for a way (probably some sort of Index/Match formula?) to check for a customer name on 2 lists. If the name shows up on the second list, but not the first, add it also to the first list. Here is our specific set up: The first list is a workflow tracker where most people will start. The first step in the…
Hello, I am very new to Smartsheets and am trying to streamline inventory and how our partners order materials from us. Currently, partners email members of our team and someone fulfils and tracks the order manually in an excel sheet. I want to create a sheet that tracks inventory with an order form that subtracts from the…
I required an email login on Smartsheet to access a form. Is there a way to populate the email onto a Smartsheet column once the form is submitted?
Hello all, I built a new form to help us with expense reports that has logic that cascades to the next question based on the answers. Once the user answers the questions, I would like them to be able to go back to the top and answer the same questions again to create up to 10 different expense lines. How can I do this?…
Can we update any settings to ensure that a request to fill out a form sent to clients does not go to their spam folder?
Cascading Form data sets is one of Smartsheet's missing capabilities that I believe would be a game-changer for many alternative providers. Cascading forms are a very effective technique that can be used to compress form data and limit down options in order to narrow a workflow or collect more accurate data. Recent usage…
Currently I'm looking to add a validation mechanism to a sheet and would like to have a systems that reports after (X number of) cleanings have been completed for the day. This would add a row displaying the room that was complete for the day. If the room was not complete it would show up in red as not complete. I'd also…
So I know that there is no way to align submissions with specific cells, but has anyone found a creative workaround for this that still allows you to identify the submission with proper trigger data?
We would like to use the form capabilities on project sheets to prepopulate dropdown fields with preselected information from source documents or sheets that live in the same project folder. Example - if a person is updating a specific deliverable, to ensure the naming convention and correct deliverable is selcted and…