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Emailing attachments without links to sheet
Hi there. Somewhat tech savvy here, but my expertise is in professional development, specifically in healthcare, and I'm falling short of figuring this out on my own. Here is a little background info. I issue a certificate of continuing education following most of the classes I teach. I have created an evaluation form and…
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Save As New on Form not working
Hi, I created a form which I now need to duplicate in order to tweak it / modify it to create a different form. I hit "Save as New" or even "Save as Template" and it gives me an error saying that Smartsheet is having trouble right now. I tried it on another form and it worked, but on this form, even if I remove most of the…
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Document Builder not mapping drop down fields
Hi all, I have a new form that I've created in Smartsheet and have a workflow setup to create a PDF of the form every time someone completes a new form entry. The issue is my PDF is not mapping in any of the drop down fields. I created the PDF in PDF Acrobat and all the fields there were created as dropdowns so I'm not…
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Resubmitting or editing a form?
Hi, We have a Out of Office smartsheet that allows users to submit a form which creates a new row, and from there, additional users are pinged to approve or decline submissions. These results are shown in calendar view and we'd now like to be able to offer revisions of past form submissions. What would be the best way for…
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Can I submit multiple dates in a form for one event?
I am trying to build a social media content calendar. We have our posting schedule laid out at regular intervals prior to the event. For example, if an event takes place on March 17th then we would have a post going out on March 10th, a reminder going our the 16th, and another post the day of the event. I am using…
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Can multiple people fill out different areas of the same form
I would like to have a form which is initiated by one person. This would trigger the next person to complete their portion, which would then trigger the next person to fill out their information. Preferably, I would like only the fields each group/person needs to fill up to be visible. Is this a possibility?
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Filter rows under parent row?
Good afternoon, I was wondering if it was possible to filter rows submitted by a form depending on a priority. For example I have 3 parent Rows that are High, Medium, and Low priority. If a new issue is submitted via the form for a High Priority. Have it automatically sort under the High Priority Parent Row? As of right…
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Linking 1 master data sheet to 80+ individual sheets
I am working on setting up Smartsheet in order to collect reports and track grant funding for a large number of individual contracts with different organizations. I want all organizations to provide their monthly reporting numbers via a form, which I have set up to feed into a master data sheet. The tricky part is, I also…
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Ability to integrate USPS address validation
Perhaps it is available through an API? I'm currently building a form which will include postal addresses. It would be great if I could also validate the address to the US postal service. Thx.
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Merged: Images in forms
This discussion has been merged.