-
Search function in a form that searches the Data in the Smartsheet
New to Smartsheet. I have a form that collects information when we issue PPE to our employees. When the employee enters their employee number, I would like the form to search and display when sand if the employee has been issued PPE prior and when it was issued. This will allow us to request the old PPE (safety vests or…
-
Data Transfer Between Forms or From Grids
There are two things I miss about data in form management: 1 - A form could open another, already taking data. For example: I would like to be able to fill out a purchase order and, in the middle of the process, be able to insert a product into the database or a supplier, which was already linked to the original form.…
-
Merged: Lookup prior issuance on Smartsheet and display results on form
This discussion has been merged.
-
How to make an attachment mandatory, in a form
Hello! I am creating an intake form which requests multiple attachments. Is there a way to include an attachment request, within a question, and make this "required" to confirm it has been uploaded? I am new to the community and appreciate any advice here. Thank you so much!
-
Forms - Interactive
I am wondering if there is a way to make web forms interactive. Example: Question 1 has two options. Depending on the options they choose, new questions load below. Alternatively, if they answer "no" to question 1, it allows them to skip all questions 2-9 and go straight to question 10 that is applicable to them. Thank…
-
Forms Behavior in WorkApps
I have a claims tracking system with a couple of forms, and a few sheets used for reference. Users enter data into the forms and may need to navigate to the other pages for reference to fill in the form. The problem is that the form refreshes every time you navigate back to it. How do I get it to hold the form data until…
-
Can I put a table in a form?
Is there a way to put a table in a form for the user to complete the table specific content? I'm trying to have the ability for an employee to submit a request related to particular stock and fill out a table in the form that includes the sku #, sku description, qty needed, qty on hand, and date qty on hand was taken.
-
Is there any way to generate an email of a submitted form to myself, in order to reply later?
We're looking to use a Smartsheet form instead of a hard-coded form on website. Currently with that system, someone fills out the form, we get an email and can then respond accordingly (if they've selected us to do so), all the while transferring the data from the email to our tracking sheet. What we'd like to do is use…
-
Merged: Reuse data from last form submitted
This discussion has been merged.
-
Add to Calendar for event registration
We are currently using Smartsheet to build reusable templates for events that occur multiple times a year and will continue for years to come. One frustrating thing that Smartsheet is lacking, is the add to calendar feature. Adding this feature would allow users to include the zoom, teams, or whatever meeting platform they…
