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Forms Auto-populate requestor/submitter name and email address.
Since smartsheet access is through our company's login. how do I create a field that pulls or autopopulate/generate emails/name of the submitter/requestor? Trying to have the form automatically recognized the person submitting once they log in. one less field for them to enter. Thanks!
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Drag and Drop from Outlook
Hi, We have created a form where colleagues need to add email requests as attachments. We can add them if we save the emails elsewhere first, but cannot drag and drop the emails direct from Outlook into the form. Is there something I need to do to allow this? Any help is appreciated Thanks Gav
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Export SS form conditional logic?
Hey there, Is it possible to export the questions and conditional logic in a form to some sort of flow chart etc.? I have a fairly complex form and need to document, but looking to avoid building a flowchart myself manually. Thx, Willie
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How do I fix a VLOOKUP problem?
Hi there I'm using a form to capture COVID RA Test results, scheduled for different departments on different days. The schedule uses a VLOOKUP to populate the 'test result' column from the form results and allows us to report on anyone who was scheduled to submit a test by a certain time but hasn't (report if blank &…
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Email validation for Forms or Workflow conditions
Is there a way to do email address validation in Smartsheet forms or in Workflows? Using condtions such as contains '@' or '@domain.com' isn't sufficient and I can't alert form submitters that they did not submit to the form correctly.
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Using a fillable PDF as a form to fill in Smartsheet
Hello, I am looking for ways to use fillable PDF (attached) as a form to fill out Smartsheet. Similar to how a form is generated in Smartsheet, is there a way for a fillable PDF to be used as a "custom form?" Each field can be defined and mapped beforehand to the corresponding smartsheet and "submit" would update the…
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Can there be a character limit to a text field in a form?
And if not, do you know what the character limit is by default for a multiple line text field?
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What kind of template can I use for tracking new hires as they learn different jobs?
I am looking for a template that allows employees in training and conducting training to report their progress, a notification system that alerts me to concerns raised, and an end dashboard I can use to easily summarize progress and complete further planning. Another goal is to create a sort of plan for each trainee in…
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Error when submitting a form
Please what can be the reason for this, form was submitting fine yesterday
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Form response is skipping rows on the sheet
Hi there, I have a form that was created from an issues tracking sheet but when the form is submitted, it's entering the information several rows below the next available row. The sheet is set up to auto-generate the Row ID. Does anyone know why this might be happening? thank you!
