-
Tracking Survey Data in Report for Dashboard
Hello! we are sending a survey out to our entire team using a smartsheet form, and I've been asked to create a dashboard to track the results. We are attempting to capture in report (for a DB) the following: Percentage of Direct reports who have completed the form for each leader Percentage of how many answers within each…
-
Is there a way to pre populate data into a form?
Is there a way to create a form from data already in your Smartsheet and then send to another person to have them fill in missing data needed?
-
How to map form fields to columns manually
I am testing the form feature for the first time. I imported a basic excel table then edited the form as needed in the form editor. After filling out my test form and successfully submitting a few times I go to the sheet where answers should populate and there are blanks where there should be data. These blanks are not…
-
Automatically fill a sheet from a pdf or word doc
I have a word form that one of our teams needs to fill out. They then send me a pdf of the form and I need to enter the data from the form into a Smartsheet log. Is there a way to automatically scan the pdf and enter the data? I can also do it from the word form if needed. Creating the form in Smartsheet directly is not an…
-
Dynamic Dropdown List
Has anyone created a workaround or built a solution that provides dynamic dropdown lists?
-
Checklist population with info from another sheet
Hi team! I'm hoping one of you wise Smartsheets gurus have some guidance. I am trying to build out a "checklist" that will populate with data from another form and for the life of me I cannot figure it out! For a little more context, I work in the Mortgage industry. The documentation needed for each loan can vary,…
-
Receive a copy of the completed form in the same format that person filling it out receives
We have vendors fill out survey information for us, but the format that the vendor receives their "send me a copy of responses" is a much better format than we receive as a workflow notification. We have dozens of optional fields and they receive only the fields they filled out. We would like to also have that format come…
-
Is there a possibility of generating PDF of the completed FORMS?
Hi Everyone, I have been working on Smartsheet from few weeks and I believe it makes project management very easy. Have been understanding the optimum use of Smartsheet and implying that in our organisation. So I have a question regarding FORMS. I have created sheets that are connected through automation and use the same…
-
Why is my graphic resizing on my form?
I have a graphic on a side-by-side form and when I open it, it's fine. However, when some of my co-workers open it, they say it gets cut off. I had our graphic designer put a white border around it but it's still cutting off for them. This is what they see.... This is what I see
-
Put data on same row if linking multiple forms from the same sheet together
If a sheet has multiple forms that utilizes unique columns in each row, it would be nice to be able to have those forms daisy chained (i.e. when you submit one form you are taken to the next form) and have the data from all the forms populate on the same row (maybe this can be done by assigning a unique ID to the parent or…
