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How to trigger a Data Table Lookup on a multi-select contact field
Hi folks, would anyone have ideas on how to execute the following process, please? I am building the workflow for an internal award nomination + evaluation process for a company of 850+ people. I have the workflow worked out for people nominated for individual awards, but I am struggling with the best way to adjust this…
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Automation works correctly when manually changed in sheet but not when input through form
Hello, I created an intake form for a project request. In the form there's a field where the submitter has to select from a dropdown list of Contract Information choices. Here are the automation logic I have: When I tested it by selecting the different options in the dropdown in the sheet column, this works correctly.…
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Make showing Sheet forms in the navigation pane optional
My team just alerted me to a couple of updates on the web version and that I didn't notice on the desktop version. I feel more comfortable using desktop app. If I may, can you make showing Sheet forms in the navigation pane optional? It's going to cause some confusion. My team tends to create multiple version of the same…
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Creating Form where questions will change as per the input from user
I wanted to create a form but i want the form questions to get updated as per the input provided by the user. For example how we have the marketing survey, depending upon the input provided the following question gets changed. Is something like can be done in Smartsheet form as well ? Please help me out or guide me to such…
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Merged: Copy Form from Test Workspace/Sheet to Prod Workspace/Sheet
This discussion has been merged.
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Sending a form with automation
I'd like to set up some automation that will send a unique form once a certain criteria is selected in the worksheet. I can set up the automation to alert someone, or request an update, but nowhere can I send a form. Alternatively, is it possible to send an update request that only shows specific columns in the sheet? Some…
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Form Automation- Request an Update
Hello- I have an access request form that needs to flow through two levels of approval. 1st level is the employee's supervisor, and they next is the director. The form keeps getting stuck if the supervisor denies requests an update. the update form will send to the employee to update and submit. Once they resubmit the form…
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Display a value from the sheet that is filled from a form submission
I'm looking to be able to do one of two things. I would like to either return to the sheet with the data entered from the form, or I would like to be able to be told a specific data point from the sheet with the newly entered data. Currently I have it set to auto populate our job numbers and just want for ease of use to…
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Improve Form Functionality
I love the Smartsheet forms. I think they're a great tool to compile and organize information. However, I think there are some major items missing that Smartsheet's competitors already have. Add a table to a form. We have teams that complete audits at different sites, and I would like to have a way for them to add values…
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Using forms to Establish a Parent/Child Row Relationship
Hi, I'm trying to build out a sales pricing sheet that can be used by our sales team to enter a customers information and then the products that they'd like to purchase (with various different options). I'd want the interface for the sales person to be a form rather than a grid view to keep it simple and let various…