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Form has a contact list field, for the contacts are not pulling into the form
Hi, We created a form to take in change request. The sheet has a column 'Interested Party" and this is a contact list. When i am in the sheet, i can start typing a name and the contact list based onthe spell comes up. This does not work the same in the form. Is there a setting that I am missing?
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Form link field validation
Hello, Is there a way to add validation to a hyperlink field on a FORM? I could run a check after submittal, but that is more effort than it is worth. Double Dipping here: I was reading an article on the best online forms. They recommended the error notification be immediate. I have many students baffled by what is wrong…
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Paginate a long form
Hello community, I'm new to Smartsheet and have a few questions for using the Forms. I have a survey questionnaire with 20 questions. Is there a pagination feature in Smartsheet that lets me break the long form into several pages? It's a common feature in mainstream survey tools like Qualtrics or SurveyMonkey. Is there a…
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RFQ and Invoice
Hi Team, I am trying to find a template to create/form a RFQ for a customer and then turn that into an invoice. So for clarity - customer ask for a quote to build a product that has multiple steps to complete. for example: Purchase metal, cut metal, shape and form metal, weld metal, pain and ship. Steps and processes might…
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Perform SOX Documentation Requests
Hello, Is it possible to use the form tool to send requests for documentation? For example, I want to request documentation for a control, I want every field in the form already pre-filled out by the row of information, and I want the recipient to attach documentation based on the request description? It seems like forms…
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ALL conditional logic not working on Form
None of the conditional logic is working on the form - though when I make a copy of the smartsheet, the copy's form is working as expected? Could there be some sort of default that is assigned when a copy is created? I am suspecting the issues lies in the smartsheet itself - not the form. As the form logic has not been…
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Is it possible to see how many people have opened a form link?
We have sent out a survey and are trying to see if people are opening the link to the form and are working on getting the information together (it is a lengthy form) or if they are not even looking at it. We don't necessarily need the who has viewed it but just the number of times the link was opened. Is this possible?
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Tracking Activity on Form Links
It would be helpful to have some tracking on how many people are clicking on links for forms/open the form. We have surveys that are sent out to various partners and it would be helpful to know if the form is being looked at or not. Additional tracking could be on who has opened it (if required to log in to complete) or if…
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Is there a way to send an Update Request to multiple contacts, but only accepting the first response
I am trying to put together some workflows where an Update Request is automatically sent out to a team of 3 people, but that only requires one response. I am hoping to avoid the unnecessary time/labor of more responses than are necessary.
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How do I set up sequential Smartsheet forms that take in inputs from the output of the other?
Hi, I have set up Form A that will take in inputs from a group of users (Users A). These answers will be logged into Smartsheet A and that is working well. However, I have a problem. From the answers provided by Users A, I would need to populate one column (Project ID) from Smartsheet A/Form A as a drop-down list of…
