-
Creating A Report of Missing Submissions
Hi Community! I have a form deployed to community partners. These partners need to submit a report 1x per month. Of course, some do not submit the monthly report. Is there a way for me to create a report of missing submissions? I have a reference of all partners who should be submitting a report and the sheet from the form…
-
Security of info exchange with external collaborators via form
Hi Community, We have been using SmartSheet so far always internally. Currently we would like to use Smart Sheet for collecting data and documents from our suppliers (external collaborators) e.g. IS0 90001 certificate, company name, company bank information, insurance information. Our IT has following questions, it would…
-
Workflow - Generate Document - New Row Added from a Form
My workflow is as follows: When a new row is added (via form submission) and the "Type" field is a specific selection, e.g. "Business Operations", generate the document "SSV_Business Operations". See screenshot. However, the form is not being generated. What am I missing??
-
Conditional Logic on Forms
It has been a LONG time since I did this, so I don't fully remember. I am setting up a test file for my new job to show them Smartsheet can do the job. Conditional logic would be a feature needed. Okay here are 2 screenshots below. For my test logic there are 3 report categories listed, and 5 fields that should show. And…
-
Embedding field information in a link to a form
Hello, I am using Moodle, and there is a URL option where I can pass information in a URL. I was hoping to pass information into a field using the method shown in this image. Hoping to pass info that will let us know who is filling out the form.
-
iOS virtual numeric keyboard
I have a form with several number fields and it's annoying to have to switch from ABC to 123 keyboard EVERY time you enter a field. How can I default each field to the numeric keypad?
-
Trying to redirect to a second form with a field already filled out
Hello, Is it possible when submitting a form to have it redirect to another form that contains common field and have the common field be auto populated using a query string? https://help.smartsheet.com/articles/2478871-url-query-string-form-default-values I understand that you can use a query string to have a field be…
-
Using Zapier to update a Form Sheet
Hi! I would love some insight on if I can use Zapier integration to update a form sheet. I created a form for new job requisitions. I need to be able to receive updates from our legacy system as the status changes for each job req. Data Shuttle is not an option as the enterprise does not plan to support it. Could Zapier…
-
Denial Reasons and workflow
HI all. looking for thoughts on how to provide reason codes when a form submittal goes through the approval workflow but then is declined and providing a denial reason as part of that denial so the submitter can see that in the email response. Thank you
-
Form Submission Date Requirements
Is there a way to set a date requirement for a form submission on a Smartsheet? Meaning, I have a Smartsheet that is for event request. There is a form that auto populates this Smartsheet. I want to set it where the submission date must be at least 2 weeks (14 days) prior to the requested event date on the form. Is this…