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What is the best way to add table like data for user to fill in a form?
I am asking people to complete a form when their salary is split between projects/schools. (1) Name (2) Employee ID: (3) Start Date: (4) End Date: More than 1 project? Y/N *if more than one, I need the following for EACH project and some folks have 5-6 projects (5) Project name, (6) flat amount or (7)% of base salary, (8)…
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Hidden Fields and Update Requests
Hello! Can someone give me an overview of the most practical application for using a "hidden field" on a form? I was trying to figure out if this would be helpful when I am trying to gather information from a stakeholder after they filled out "Part I" of the form- which we only ask questions about half the data I want to…
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Dynamic Dashboard Calculator/Model
Hello, I'm still learning Smartsheets and wondering if there's a way to create a dynamic "calculator" type dashboard fused with a form. I am hoping folks can fill out a form live and once submit automatically see the produced outcome, based on the form inputs, on the screen. Is that a possibility? Or is the only option to…
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Project management template packet- Forms Included
Hello, I have generated a 'Project Management Template Packet' to be re-used by Project Managers each time they begin a new construction project. One important item we use is an RFI Form- used by field personnel to generate 'requests for information', which populate a Smartsheet used internally. This information is then…
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Intake form/Sheets to Document Builder - Font issues
Hello! I created an intake form that captures data onto a sheet. One of the automations I built out is to create a PDF. However, upon creating - I am having issues with the font size that is being populated. The fillable pdf itself has conditional formatting on font size. The smartsheets sheet itself has a formatted font…
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Is there a way to use a Smartsheet form to do a survey with an auto-response?
I'd like to use a SS form to do a survey, and then when a person submits a response, have them get an auto-generated message like 'Thank you for submitting, a member of our team will contact you shortly to discuss your submission'. Is that possible?
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Workapps and Forms
@Genevieve P. I'm using workapps to provide a form, Dynamic view and a dashboard. The user is able to open the dynamic view and see the dashboard, but when they try an open the form it says "You don't have access to this form and to contact the owner". I'm the owner and I'm able to open the form under their access. Is this…
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Document Builder Automation with Forms
Can Document Builder be automated so that after a form is filled out the document is automatically created and sent to the person who filled out the form (or any other identified person)?
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Send only Columns in row with data when sending Notification
Any way to, when sending notifications on a row being added or edited, omit columns that have no data? Say I had an order form with 100+ possible items on it. I don't want to send a 5 page email detailing all the items the person did and didn't order, I want to have the notification only include the handful of items the…
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Forms on the android mobile app - text fields have no 'enter' option?
We are using forms to collect data, including addresses within text/number fields. Users are saying that they are having to put whole addresses on one line as they have no option on their phones to hit 'enter' and drop down to the next line. I have tested this on the PC app and have had it tested on Iphones and it works…
