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New to SmartSheet - 2 questions on functionality
1: When using a SS form, is there a way to deny a duplicate entry based on an employee name or number? 2. Is there a way to somehow link from SS to Outlook to create calendar invites based on a date field in the SS? Thank you! Kat Gavigan
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How do you standardize addresses in Smartsheet?
Has anyone found a way to validate their address fields in Smartsheet? We are currently using a Smartsheet form to collect business license data and would like to integrate our data to ArcGIS to map the business locations. Currently, we are manually updating all of the citizen-submitted addresses which is a huge time suck.…
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Searching within a large dropdown list
Hello, I currently have an expense report for our company credit cards. On the expense report I have a drop down that lists all of the account numbers so that each line item can be posted to the correct account. There are hundreds of accounts and I would like to know if there is a way to broaden the search within the drop…
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Web Content Form Not Working on Reload
I have a web content widget on my dashboard that displays a Smartsheet Form. I have the form set to reload the form for another entry when an entry is submitted. When the user goes to use the newly refreshed form, dropdowns do not populate (i.e. Contact Lists). Dates and text work fine.
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Request for PTO Process
I am working on a PTO process for a large team. I have a request form, goes through an approval process, upon approval processing team member receives notification, calendar (using Calendar Addon) is available for viewing by managers. My question is I would like to include an automated way that team members can either…
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How to add additional fields under the logic feature using forms.
I have a form that I am attempting to add logic to. The IF is "Yes - Other" the THEN options that are populating do not make sense in the context. Is it possible to add custom THEN fields?
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How does the form submitter receive a confirmation email without getting copy of the submission.
Hi there, I am hoping to find a way for our staff who submit information through form to receive an email confirmation without having to get a copy of the information they fill in the form. At the moment the only email option is to have them get a copy of their response to the form, but I don't want them to have a copy of…
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Add Contains Logic in Forms
Add additional options in Form logic such as the options provided for conditional formatting. The limited Form logic options make it challenging for certain inputs/responses. Example: for a question being answered with number format "0", if the logic option is "contains" then it will be applied to any number that contains…
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Unable to separate values for a dropdown list
Hi! When creating a dropdown list field in a form, I am unable to separate my values as in nothing happens when I press Enter to type another value on a new line. I have tried different browsers as well as clearing my cookies/cache. Are there any other ideas or a work around for this?
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Form stopped working after upgrade
I have a sheet that I created in a previous version, and it had a form. I was recently upgraded to a newer version and now my form is not working. I created a new form for the sheet, and it is giving me an error also. Does anyone know what I can do to fix this? The error says Form Unavailable. Sorry, the form you're trying…