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Document Control
I'm wondering if anyone has used Smartsheet to set up a Document Control process, and if you have any suggestions to how I might get started with that. I would like to have a form log that generates sequential form numbers as well as a way to keep completed forms with a single access point. Automated approvals would be…
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Any recommendations for third party form builders with advanced date field functionality?
I'm looking for a third party form builder that integrates well with Smartsheet, and provides additional functionality around date fields. We need to be able to easily restrict dates based on pre-set deadlines (i.e. report requests cannot be made for any date less than 12 business days in the future). Ideally we'd like…
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Auto Assigning Values In Smartsheet
Hi All! I'm back with another project for work. This time I am trying to auto assign values to a column. Essentially we have tasks as rows, and one of the columns in the row is percent completed. I would like for the value of percent completed to auto-fill to 0 Whenever a new task is made, and leave it up to the employee…
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Dynamic Column Name in Form using {{Column Name}} in the Description
Dear Sir/Madam, Is there any way to using dynamic column name in the form (column description) same like in workflow comments. It's help us create questionnaire form using form logic. Thanks for prompt support.
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Accessing a Form from the Workspace directory
Our team utilises a Form to enter Defects (Snags) as the construction project comes to a close. The form resides in the Defect Register. When a user is in the field, they must access the project Workspace via the Smartsheet App, navigate a few folders to the Defect Register, open, select the 3 vertical dots, go to Forms,…
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Can you Index-Match referencing multiple sheets?
Hi! I am a newbie to Smartsheet and jumping in head first. I am trying to use Index-Match to bring in information to a master sheet, but I need the function to look at multiple reference sheets. Master Sheet Highlighted in pink are the columns I am referring to. I would like the User to manually input a number into the…
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Why isn't the email address pulling via formula from another sheet for "contact"?
I created a Form for operations to fill out when they determine a ship date needs to push out. Since they don't always know who the Project Manager is, I have this information going into a sheet where the project number pulls the PM info from a master project list using the COLLECT formula. But when I try to create the…
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Form Automation
Hi Community, I've created a form where users can submit information for equipment out of service, which is working quite well. However, a request was made to create another form allowing users to input information when equipment is placed back in service. Is there a way to create a separate form that will allow users to…
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Combining Form Submission Data with Already Existing Row Data
Hello All, I'm looking for a way to combine form submission data with data that already exists in a row. For example my row has the item information for something we're trying to resell. The form goes out to the resell companies for them to make an offer. If an offer is made its populate on a separate row. Would love to…
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Smartsheet Form Question
Hi! I am hoping to see if any of you have experience making new in-take forms that populate a worksheet. I have received a request to 'hide' or make a particular field expandable as necessary. For example, when filling out the form for a particular organization, there are often only 2-3 organizations inputted but…