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Format report as a form; export to Word
I would like to be able to use SS as a repository for data that can then be output through a form and imported into a Word document as formatted text, using Word style assignments.
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"Created By" column limitations?
Context: We have a Form that was created about 5 months ago for Tech Request Tickets for our company (all internal). Within our company, we all have Smartsheet accounts. We had an issue of auto-population within our form; we couldn't seem to get an email format when people were submitting requests, only the first name was…
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Validation on Dates and or other data
Hello, We are trying to create a vehicle reservation form, we currently have 3 vehicles. Objective: A user submits a form to reserve one of the three vehicles. They select a date range. Click on all day or duration if it's half day. The administrator of the vehicles will then get the request and determine what's available.…
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Forms -- A FORM is missing - somehow deleted?!
We have a Form used for staff to submit their leave of absence requests. This form is all of a sudden gone. 1) Can this be restored? 2) How do we audit to see what happened? I don't think the Audit Log records for Form changes, etc.
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Heading Description - bullet points to have colour of the text.
Dear Smartsheet, In the Forms for the heading description it's possible to change the colour. However if bullet points are added those are only black.
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Need report and forms to track client status
Working on a project with about 680 customers managed by 8 customer success managers. I need to track each customer's status throughout the project (will run through the year) with about 5 milestones. I'd also like to have a form so the CSMs can easily update the client's status after speaking with them, and a dashboard or…
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PDF of original form submitted with approvals printed on it
We have a payment request form for staff requesting a reimbursement for expenses that feeds into an approval path for the supervisor and then the director. This works great, but I also need the trail documented to attach to the accounting system when I put in the reimbursement. Is there any way to get a "final" copy of the…
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default formula in hidden field
I need to reference the content from one field in another field on the same row. I want the formula as the Default Value of a hidden field on a form. The formula I'm using is =[Team Member]@row. When a new form is submitted, the field with the formula shows a single quote mark at the beginning, and therefore it's not…
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Data Shuttle - add in rows with out Unique Identifiers
The concept of this idea for the "Data Shuttle" aims to overcome the current limitations in data integration, specifically focusing on accommodating users who wish to incorporate rows without the requirement of unique identifiers. The Challenge with Unique Identifiers: At present, Smartsheet mandates the presence of unique…
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Forms in Sheets
I have FORM(s) that I use in several Trackers (columns are common across the Trackers); now I need to make a major overhaul on the FORM(s); they are exactly the same in all Trackers. Please tell me I can modify 1 of the FORM(s) and copy across to the other Tracker(s)? Susan
