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Can you insert a URL Link into a form
I am wanting to put in a form a URL Link instead of an attachment. Is there a way to do is?
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Automation / Form(?) Help
Hi, I have created an event data sheet that has six columns (event name, date, attendee and then three other informational columns). The first three columns (name, date, attendee) will be filled in by my marketing department. I need to create an automation that emails the attendee and asks them to fill out a questionnaire…
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What is the best way to add table like data for user to fill in a form?
I am asking people to complete a form when their salary is split between projects/schools. (1) Name (2) Employee ID: (3) Start Date: (4) End Date: More than 1 project? Y/N *if more than one, I need the following for EACH project and some folks have 5-6 projects (5) Project name, (6) flat amount or (7)% of base salary, (8)…
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Hidden Fields and Update Requests
Hello! Can someone give me an overview of the most practical application for using a "hidden field" on a form? I was trying to figure out if this would be helpful when I am trying to gather information from a stakeholder after they filled out "Part I" of the form- which we only ask questions about half the data I want to…
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Dynamic Dashboard Calculator/Model
Hello, I'm still learning Smartsheets and wondering if there's a way to create a dynamic "calculator" type dashboard fused with a form. I am hoping folks can fill out a form live and once submit automatically see the produced outcome, based on the form inputs, on the screen. Is that a possibility? Or is the only option to…
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Project management template packet- Forms Included
Hello, I have generated a 'Project Management Template Packet' to be re-used by Project Managers each time they begin a new construction project. One important item we use is an RFI Form- used by field personnel to generate 'requests for information', which populate a Smartsheet used internally. This information is then…
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ADVICE ON A USE-CASE: REQUEST FOR PRICING, QUOTE, APPROVAL, PLACE PO, NOTIFY
We need a sheet or maybe Dashboard / Report / Sheets to accomplish this with our customers. It's a current process we do via email, and want to move it to within Smartsheet. Here are the steps, and am seeking advice on the best process: Via a Shared smartsheet (editor-can share, 3rd party outside of our organization), the…
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User-selectable "Sticky" Form Response Fields
Allow users to indicate responses as "sticky" so they are prepopulated when the form refreshes. This would be helpful when users need to create groups of multiple form entries where some responses will be the same for each entry within a group, then need to change when starting the next group of entries. In my case, we…
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Intake form/Sheets to Document Builder - Font issues
Hello! I created an intake form that captures data onto a sheet. One of the automations I built out is to create a PDF. However, upon creating - I am having issues with the font size that is being populated. The fillable pdf itself has conditional formatting on font size. The smartsheets sheet itself has a formatted font…
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Multiple File Upload Fields on Forms
It would be helpful to have the option for multiple file upload fields in forms, for example for photos, so that they could be associated with particular responses and not grouped together.