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Need help finding a way to create an enrollment or disenrollment form automatically.
Currently we have a form that adds rows and "dealers" onto a program. I have been having issues finding a way to make that form or a separate form have a way to allow a drop down of the enrolled "dealers" where they can choose and add a reason request for that removal. If it is approved then have that modified row move to…
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Multiple Line Entries with one Form Submission
It would be great feature if one form could be used to fill in multiple lines/rows on a sheet. This would be super useful for my team. As of now, form entries can only create singular row entries on sheets.
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Forms and Document Generator
Good morning Smartsheet Community! I am in the process of developing a Meeting Management Solution. I will be using some of the features from the Meeting Management Template. The current process for this meeting is each person creates a power point with a PDF related to the topic, New Business, Enhanced Opportunity, Closed…
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How do I setup automation to email the person who submitted a form when it is marked completed?
Hello, New to using SmartSheet. We're looking to automate our vendor creation process from email to SmartSheet forms. I want to build it so that whoever submits the form will automatically be notified once a member of the team has marked the request as completed. I currently have an email field on the form, but it looks…
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Make the form banner scalable
We would like to see an enhancement to the Forms where we can add larger banners and customize forms a bit more to align the look and feel with our organization.
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Form Entry Metrics by Category
I'm creating a metrics sheet that will have data input by external parties via a form. I'm trying to think of a simpler/more user friendly way to display categories on the sheet and form. There are many category options and I need the # of occurrences entered for each category to tabulate monthly metrics. Most of these…
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What size image, width x height, is best for a background logo on a form?
Has anyone discovered the right dimensions for an image to best fill a form background? Is it conditional on form-factor? dm
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Dynamic drop down lists on Forms/Sheets
We have one sheet (our project intake list with form) with a list of projects and includes project title, project manager assigned, start dates, end dates, project status, etc. that is updated often and will include new projects as well as status of any in progress or completed projects. We have another sheet/form that we…
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Why isn't my email notification being sent?
I have an automated workflow set up to alert someone (several people), triggered to run once at a specific time. I need it sent to notify people to complete a form. I tested it several times when setting the sheet up by sending it to myself, but now that it's live and is supposed to go out to several people it's not…
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Column Formulas in a Form
It would be great if you were able to use a column formula column in a form. For example, I have an IF statement that defaults a cell value to "N/A" if a condition is met in the previous column. That column is used in document mapping to show the end viewer of the PDF that the cell was not applicable.
