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Grid help needed to reference different POs with changing totals?
Greetings- I created a SS for my finance dept. Basic form where they can select a vendor from a drop down menu and enter that month's bill with what they paid. Each vendor has a different PO number with a different total amount on that particular PO (purchase order). Im having trouble figuring out how to start with a PO…
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Merged: Save and Continue Option on Forms
This discussion has been merged.
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Forms Security Setting
Hello, I have created a form in Smartsheet. I want to provide the link on a SharePoint site. I only want a limited number of people to have access to this new form. I don't want everyone who has access to the SharePoint site to have access to the form. What can I use in the security settings to get the desired outcome?
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How to receive a copy of all forms submitted
Afternoon, Any one know if there is a way to receive a copy of all forms submitted in the same format as the person who submitted the form would if they requested an emailed copy??? Help would be appreciated :)
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Allow for more logic sequences in Forms
When creating inspection forms for our apartment unit types, there is specific logic we use for each unit type. It is most likely the same logic pattern throughout, but for now, Smartsheet only allows for 9 logic series. So only 9 unit types can have logic applied to them. All the other unit types cannot be added cause…
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How do I make multiple forms (duplicated) stand on their own to populate the same sheet?
I duplicated a form three times, how can I make them stand on their own to populate the same form? Now when I make a change on one it duplicates that change to all three forms.
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Form Template & Attached Documents by User
Hey everyone! I am new to Forms in Smartsheet and I have just created a form to help with tracking new projects in our department. I was asked by our Leadership team to make sure that project charters and other related documents could be attached. I built the form and created a "File Upload" section in the form where the…
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Sharing form link without providing edit or read-only access to underlying Smartsheet
Hello, If I create a form that I want other departments to fill out when submitting an analysis request to my team, is there a way to make it so they can't see the underlying/source sheet? The sheet the form is tied to contains all of our project data and doesn't need to be visible to those outside our department. Thanks.
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SmartSheet Form and Auto-Number Field as an option
Is it possible to create a SmartSheet Form, and utilize the Auto-Number Field (created already in a sheet) as an option to take advantage of the conditional logic? Example: 1) Open form 2) Enter Auto-number 12345 (from existing sheet entries) 3) Once selected, conditional log would display next field (if already filled…
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Require a number format
Is there a way to force input in a form to be in a specific number format? For example, require that a customer number be 10 digits, or an account number be XXXXXX-XXX?