-
Use Emails in Text/Number field in an Automation?
On a form, I have a field set to "Text/Number" as the "Field Type" with "Validation" → "Email" selected for that field. However, it seems I cannot then create an Automation that picks up that field/column as the contact for an automated workflow. Am I doing something wrong? If not, is there any work around to this?
-
Sheet fields missing from form creation.
I have an index doc sheet with 4 columns of information to pull in onto a master sheet. I then have other fields on the master sheet which I need filled out by using a form. When I go to the form creation, it only lists 1 of my fields from the index doc sheet and master sheet to select for the form. Why is that and why…
-
Unable to edit smartsheet forms without constant reboot
Is anyone having trouble with smarthsheet over the past several days? Every time I go into a form to edit it, the cursor jumps fields after each character is typed. It is so frustrating. In some cases the cursor gets frozen in a field and jumps back and forth between two fields and freezes the whole system. I have yet to…
-
How to Highlight Duplicates in submit new hold Smartsheet (Identify Duplicates)
Hello,,,, I want to add a feature to Smartsheet, when a team member uploads an order in the smartsheet through the (Submit New Hold Items form) , if the order has already been uploaded previously, a legend should appear indicating this so that the order is not duplicated.
-
Send Forms via SMS
Would like to see a feature where we could send forms (or link to forms) via text messaging or SMS. Would like to send the form via SMS to the customer so they can fill out the form. Also, would like the clean looking PDF form created by the form submission to be auto sent back to the customer, instead of the Smartsheet…
-
NEW! Expanded phone number entry support for forms
October, 02, 2025 Hey Community! Smartsheet forms now support a wider range of global country codes, making phone number entry more intuitive and reliable worldwide. We’ve also added smarter validation with clearer error messages to make form submissions easier. What’s new: Expanded global country code support (40+ new…
-
Form Upgrade to Pull In Data from Another Smartsheet Source
It would be extremely helpful if there was a way to have data pull into a form from another Smartsheet source based on selections made within the form. Example: On the form there is a dropdown to select a client property number. The property Name, Address, and any additional property information are then pulled into the…
-
Edit Intake Form
Hello, During my Intake process I have a number of fields that allow "TBD". After Control Center creates a project I have a need to later address those "TBD" fields. I can go into the sheet and make the changes, but I'd like for the project manager or team manager to be able to make the changes. The data will then cascade…
-
Can I use a sheet to create a purchase order form?
I'd like to create a purchase order form that allows users to select items from a drop-down list and display the quantity and total of each item. I have created a sheet, but all of the items in the primary column do not appear as a dropdown.
-
Can I have a form create new sheets with each submission?
Hello! I am trying to create a form that everyone on my team can use to gather contact information from clients. The preference would be for each form submission to create a new sheet since each one would be for a different client. We found that Microsoft Forms will allow us to do this, but it doesn't look as polished. Can…