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Roll up based on selection from one column and count of answers across mulitple columns
I created a form to get feedback from 6 different business units regarding 48 different applications. The participants select their business unit name from a single select dropdown. They then rank each application as “Not Used By Myself or My Team”, “I'm Not Sure”, “Not Important”, “A Little Important”, “Somewhat…
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Dynamic selection of drop-down options in a form
Hello, I am interested in finding a solution to dynamically choose what options a drop-down list displays when a certain value is selected in another drop-down. As an example: We have Category 1 and Category 2 with the following options: and a form with 2 drop-downs - one for category and one for option. When the user…
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Ability to Populate Fields with Needed Data Based on Conditional Logic in Forms
In creating a form the other day, I came across an instance where it would be extremely useful when a user selects an item in the source field via a dropdown selection, it not only shows the needed fields for that specific item, but it also pre-populates the correct information that would also be stored in the target…
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Booking System in Smartsheets Forms
Hello everyone, I'm a relatively new user to Smartsheets and this is my first post. I have a question please about Smartsheets forms. I work as a videographer and I'm trying to write a form that allows people to hire out equipment (say for the sake of argument we only have one equipment type at the moment at that is…
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Is there a way to make the form link clickable in google chat notifications from Smartsheet?
Right now, when I send a reminder to fill out a form with the link, it is not clickable (the smartsheet app is, and the email notification is), but, this is odd as for a while I only had my G-chat notifications on for receiving smartsheet updates/notifications, but had to turn on my emails again in order to receive the…
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Create a Unique Form within Template
Is there a way to link a form within a template that will be associated with the NEW document created by using the template? CONTEXT: Template Purpose: each time site is visited by senior team, a template is created for site visit to document walk-through notes. Form Purpose: individual senior team members would click the…
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Form Usable on a Template
Would be great if there was a way to create a Form that is linked within a template that when template is used, creates a unique Form so that it translates over to the newly generated document from the template! Otherwise, the form is still stuck linked to the original template and cannot be used on the new document :(
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Matrix Multiple Choice Grid on Forms
Has the Smartsheet design team thought at all about incorporating a matrix multiple choice grid? (see screenshot below) My team uses Smartsheet forms for almost everything, but will occasionally opt for a Google Form when a matrix grid is the preferred format. The reason for the preference is often because the grid is a…
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Smartsheet Logic
We have a request tracker that is linked to a request form - each category has a different form and there are questions/fill in options associated with each. Recently, all are now showing on each and/or there are missing items. However, the logics created have not changed. Any reasoning why?
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How to replace an SOP in a row when that row is updated
Hi everyone! I am creating an SOP Tracking system for my company where I will track all SOP’s being created. That being said, I need to be able to replace an SOP when the SOP is updated. Can I do this using either forms or automation? The SOP will have a specific name associated with it that will be able to be matched when…
