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Generating Workflow from One Worksheet to Activate Form on Second Worksheet
I have a Smartsheet designed to track the status of work in a business process. At the last step, I want to generate a workflow that will send a survey created in a second smartsheet to each participate. Is there are guide or information on how to set this up?
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Forms
Do users need to be set as "editor cannot share" to be able to do a form? The form I have will collect data and add it to a smartsheet. I just don't want give people to much permission to be able to edit the data purposely or even accidentally. I just want the people to be able to do the form and nothing else?
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How to start time on a project and prompt for a list of tasks
Hello. Our Implementation Team is asking for a timer of sorts to capture their task time (whether onsite at clients or remote support). At the beginning of work on a specific day, the Implementation Tech would hit a start time button, then - they will work on their assigned tasks that are listed in our Smartsheet project…
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ad sheet to report automatically
i have a folder under "sheets" that has all my ongoing project. i made a few reports that sum up info from all sheets my problem is that every time i add a sheet to the folder i need to manually add it to all my reports how can i make it that every sheet i add to that folder will automatically be added to a report?
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Forms to Smartsheet Workflow
Hi, I'm trying to create a Smartsheet Form that collects issues relating to 4 different locations. In the Sheet, I have four different Rows associated with each location, that are the top of the task hierarchy. Within the forms there is a field to choose one of said locations. What I would like to happen is, when you input…
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Form logic decision based on greater than or less than comparison?
I have a text/number field that I'd like implement some form logic to show another field if the value is 2.0 or greater. I have added number validation, but the logic options don't appear to give me an option for greater or less than. I then thought that I might create a quick formula column that would result in "Yes" or…
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Autopopulate Fields from existing columns into a Form
Hi all, I am trying to autopopulate two fields into my form from two existing columns with data. I've been following the community and so far I am able to pull one field using this formula: ="Linktotheform............?NameandSurname=" + SUBSTITUTE(NameandSurname@row, " ", "%20") Like that it works perfectly and I am able…
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Any plans to allow more than one upload field on a form?
Multiple upload fields would be helpful when specific documents are required to make a form submission complete. Right now, we have to list all the required documents and hope the user will read and follow the directions. Even if we require the field, they will only get an error message if they don't upload anything. (But…
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How can I stop my Sheet Summary from changing the location of a cell when form data comes in?
I am creating an inventory form that populates data into a sheet on "Top of Sheet". I want to create a summary sheet that reflects how much of an item we need vs what we have entered on the count (via the form). My issue is, whenever a form gets filled out, it also shifts the cell I am trying to reference down. I want it…
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Why can't I update a row with a Form?
I'd like to allow users to update information in a row via a Form. I like the user interface of the Forms and would prefer to keep users away from the spreadsheet. I know about locking information in the spreadsheet and that is not what I want to do. Our spreadsheet has a large number of columns and I want the user…
