-
Adding a Search Function to a Form to update data in a Sheet
I am new to SmartSheet. We will mostly be using one large sheet with client data. I have a person or 2 that will update information in a row, only updating a small number of fields (columns). Can I create a form that will allow them to open the form, search for a name from the main sheet, choose the right name from a list…
-
Adding a Smartsheet Form to MS Teams
Has anyone discovered a way to just add the actual form from a smartsheet to a tab in a Teams channel? I am looking for a way to have my dept. log and archive certain information that they come across in their day to day work. I felt the best way to do this was by giving them a simple form to copy paste that info into. I…
-
Copy of Form + Responses
Hello, How do I generate a copy of a form + responses from a past submitter? The only option I've seen is to print a PDF from a Smartsheet row. This isn't helpful because in doing this, the questions appear in short form along with the submitter responses. This would not be appropriate to send to a submitter in my…
-
Form Submission Issues
Hello! I have a Smartsheet that I use to track multiple data entries each day from our vendor agents. I created a form for them to fill out for each instance, and they typically have no problem adding the data to my Smartsheet. Recently, when the agents try to submit a form, if they select the "Send me a copy of my…
-
Index/Match vertical Report
Hello, I have a form for people to submit dinner menus for themselves and for up to 11 guests (but there would be 12 children as the primary contact meal would be a child as well), plus drinks. This forms feed into a sheet that has 74 potential columns of information. As you can imagine, it is too large to really see…
-
Have a field automatically filled out based on who is filling out the field
When my team is entering in projects, each engineer enters his own project. Currently we have to select our own name from a drop down, but having it be editable but already filled out in the form would help.
-
Creative ways to show a form to a user
Hi, Not sure if this is possible but I thought I'd ask in case anyone has a creative workaround. I have a scenario where I want to send certain columns from one sheet to another. I'm able to do this using a checkbox and Zapier that does the heavy lifting. However, I'd love for there to be a way to bring up a form when a…
-
Multiple Selection in Forms that Adjust Inventory Levels in Another Sheet
I currently have an inventory sheet I created myself (did not use a template in SmartSheets). It works well, but I'm trying to integrate a From that will automatically adjust inventory levels when submitted/completed. Doing this for 1 item on the inventory sheet is fine, but sometimes users will need to submit for more…
-
How do I create a desktop shortcut to a form for Chrome users?
Hi there We are looking to save a form as a desktop shortcut. A few of our users have done this but are only able to submit the form once and then it will no longer submit for them. They get an error message. This is a maintenance request form so it is submitted multiple times in a row to create additional tickets. I don't…
-
Form submissions
Is there any way to track forms that have been started, but not submitted?
