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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?
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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…
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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…
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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…
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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…
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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…
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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.
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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…
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Is it possible to send emails to form submitters?
I have a public facing form and was looking to provide an automated response to the form submitter, but the submitter is not part of our organization/part of contact list. I would like to use the e-mail address they provide to send an answer. Hopefully with the document attachment that is created automatically through…
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Is Smartsheet HIPAA Compliant?
I work for a behavioral healty practice and we are interested in using this tool to manage several projects NON related to any patient or confidential information. We would have to integrate those record keeping systems for this to become an issue with compromising that type of personal data?