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Replacing form entries instead of copying
I have a smartsheet with a form automation that collects information like a survey. However I want to make it so when an entry with detail such as name is already in the smartsheet it replaces it with the new form data rather than creating a new entry.
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Outo populate a field on a form when the form is being fill out
hi, is there a way that in a form i can have a way to outo populate a section (let say name ) when the fill out their information. Specially if I already have an IF function that does it in the background? For example: if the person adds a specific number it will show am specific name, pulling it from the the IF cell in…
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How do I make a form field's visibility dependent on 2 fields?
Hi, I've been struggling with this with my favourite AI for over an hour now and I've hit a wall. I want to implement the following: if [CheckboxA] show field 1 if [CheckboxB] show field 2 if [CheckboxA and CheckboxB] show field 3 There is no way to do this within SmartSheet forms. You have to have a helper column in the…
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Automation and Forms
If i have a Microsoft template that i have to collect information and fill out. If i created a form to collect the information that's needed for the Microsoft Template, Is there a way to utilize the information from the sheet to automatically fill out that template and email it out to respondents on the list?
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Is it possible to do?
I have to ask as I am hitting a wall here. I want to create a resource/solution where people can claim things : The work flow consists of Two parts. Section A and Section B. Section A (completed already) Section A is form where User A fills up to show/post what's available to claim from recently added items which I will…
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Merged: Contact dropdown in form
This discussion has been merged.
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Merged: Capturing Contact with email in Forms
This discussion has been merged.
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Recipients of an automated workflow notification are not receiving emails
"Hello Jake, a recipient isn't receiving alerts from Invoice Status Update" notification We created a form that feeds into a grid sheet and it has automated workflow to notify users from a cell (client emails) when criteria like "Received" and "Completed" are met Most of them work fine, but we have a group of them which…
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Signatures in Forms without the integration with Docusign.
Ability to accept signatures without the integration with Docusign.
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Merged: Survey Page Breaks
This discussion has been merged.