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Data from submitted forms
We are starting to utilize forms but i have no idea on how to link those forms to a spreadsheet I'm pretty sure it can be done through workflow but I'm stumped. I either need to be shown or a dumbed down version of steps.
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What is the best way to deploy a new version of a form, using the same link?
I have created a new sheet and form for my users to submit tickets through. I'd rather use the same link as the previous sheet, if at all possible, so I don't have to worry about users not saving the new link properly and not being able to access the new sheet. I tried to save over the new sheet with the old sheet's name,…
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SHOW THE AUTOMATIC ID WHEN COMPLETING FORM
I would like that when i complete a form in the message confirm show me the automatic ID . this will be great for the request tracking . The requestor will see immediately the ID, without open the sheet. 🙂
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Can I pre-populate a form with data from a sheet?
I am looking to create a form that will pull in current data tied to an ID from a sheet. I envision having the user enter the ID in the form and certain fields will pre-populate based on the entry. Is this possible, or is there an alternate solution?
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Merged: Mandatory Fields & Logic in Update Requests
This discussion has been merged.
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How to retrieve the username of the person filling out a form?
Hello, I'm currently learning to use Smartsheet and its features at my job. I'd like to know if it's possible to automatically retrieve the username of the person filling out the form in Smartsheet? I tried using the 'Created By' column, but it refers to "web-form@smartsheet.com" when a new row is generated after form…
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Increasing the number of Attachments when submitting a form...
Currently the limit is 10 attachments per form submission. Is it possible to increase the number of attachments for one of my forms? Link to form below. https://app.smartsheet.com/b/form/ba7a3f8aad894e0aaca6bb4fd4ba7dfc
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Is there a way to exempt people from a Workflow Automation Process?
I created a Smartsheet for a team calendar. I created a Form attached to the Smartsheet for the team to request new "events" and be able to get them added to the calendar. Then, I created an Automation Process for Approval when "rows are added" and set it up to leave the row upon approval and delete the row upon rejection.…
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Appointment Scheduler Workapp
I have a requirement where I need customers to book appointments for us to send a technician to their site. We have multiple technicians available but still want to avoid double-booking in the case all technicians are booked on a given day. I've seen similar questions posted before, but none with detailed answers and I am…
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New form entries overwrite existing row
Hi, I'm using a form in order to collect scores from various people, for the same project. Ideally, each new form entry should appear as a new row in my sheet - but instead, what Smartsheet does when someone adds scores (through the email update request form) is overwrite the previously existing scores in the same row in…