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Form Submission Functions
Is there a way for people to submit a form without having to log into SmartSheet? In the past we did not have an issue with this but recently it was brought to our attention that it is not letting people do this without logging into SmartSheet. Not all staff have SmartSheet access. Seeking advice or best practices to…
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Do Forms always have to add a new line?
I am looking to create a visit tracker for our sales reps. All of their accounts are already in the master data sheet, and I am wondering if there's any way to create a form which would use the dropdown for Account Name as a reference and then update the Last Visited cell, rather than creating a new line each time the form…
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Form Templates
Hi, I think a great idea would be a more dynamic and changable form layout & also some Form Templates? A great example is a BRD Form, a form for a BRD would have Multiple requirements for Bullet Points & Tables e.g A Table containing The User, Their Role, Their Approval Status, The Table could be added based on set &…
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Formula to reference sheet auto ticket # with survey form link so that ticket id# follows process
Hi! I was viewing How to Build a Ticket Intake Process That Actually Works - YouTube and at 9:45 minutes in, the presenter references a formula that will point to the ticket number on the intake sheet, connect it with the link to a survey, so that when the customer completes the survey and their info is input into the…
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Created By on Form
Hello — I am 100% signed in but when I looked at the system-generated "Created By" column after submitting a test form entry, all that appears for my entry is "web-form@smartsheet.com". Will you please advise?
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Trying to set up Corrective Action system using smartsheets
My company has been using smartsheets for order tracking and data reporting, but I'd like to try to use it for our corrective action system (we are AS9100). Currently we just use a controlled document to gather all of the data and put it in a folder that's manually created on sharepoint. I want to create a sheet to track…
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Forms branching
Do Smartsheet forms support question branching to reduce the number of question an end user sees? Thanks Becky Menning BJC Medical Group
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Forms - With Conditional Logic - Not working
Okay first I used to set these up for Medtronic, np, but my previous employer did not have Smartsheet, so I am out of practice (AND using a personal account). @rrenee tried to help before, but something is not working. Let's go simple. I set this CL based on selecting 1 of the many reports in the Report Category list. What…
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Creating A Report of Missing Submissions
Hi Community! I have a form deployed to community partners. These partners need to submit a report 1x per month. Of course, some do not submit the monthly report. Is there a way for me to create a report of missing submissions? I have a reference of all partners who should be submitting a report and the sheet from the form…
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Security of info exchange with external collaborators via form
Hi Community, We have been using SmartSheet so far always internally. Currently we would like to use Smart Sheet for collecting data and documents from our suppliers (external collaborators) e.g. IS0 90001 certificate, company name, company bank information, insurance information. Our IT has following questions, it would…