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Form deactivated and deleted still available to users
I have an old version of a portfolio with an intake form. I've deactivated and deleted the form, however, users across my organization who may have saved or bookmarked the link are still able to access the form and submit answers…. only the answers don't go anywhere any longer. This is causing confusion and frustration…
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Trouble with understanding Workflow
I work for a company that runs clinical trials; I want to create a way to send out vendor performance surveys to Clinical Trial Managers (CTMs) who work with the vendors on different studies. Each CTM is responsible for one or more studies, and some vendors are repeated in different studies. The CTM needs to take a survey…
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URL Redirect for Inactive Forms
It would be great if, when you inactivate a form, there was a way to redirect users who end up on that form to the new form or web page. I have built a highly complex system for my organization, the crux of which is an idea submission form. However, I did not have anywhere near the knowledge of Smartsheet that I do now and…
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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