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How to split text to support reporting?
Hi, I am bumping into a design / Smartsheet limitation issue. I use an request inventory sheet to track client change requests. CR are submitted via a form. One of the field helps tracking the category of the CR (business feature grouper). I had to concatenate 2 types of data to workaround the form and the fact that I…
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Forms Workaround: Submit button opens new form to allow sub-info - How do I stop when user is done?
Please help! I'm stuck. Goal: Create a form customers can use to report a problem with an order. The order may have more than one line item (i.e. Customer ordered 5 received 3 of product #1-ABC and ordered 3 and received 5 of product #1-ABE, both on same order) I want the customer to be able to provide their contact…
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Hiding form drop downs based on prior submissions
I'm trying to mimic a Qualtrics survey capability that enables the survey (form) to only show available dates that have not already been selected by prior survey respondents. Is there a way to accomplish this?
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How to make a COUNTIFS Formula work
Hello, I'm hoping someone might be able to help me make a COUNTIFS formula work. Some background... I've set up a sheet that aims to capture a team's availability of staff in any given month, should their be a major event occur. The staff would complete a form that asks for their name, contact details, job role and their…
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Forms -
How do you set up a form to fill in columns and not rows? Is that possible
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formulas in a form
Hello, I've created a form with an email and a user name field. I would like the user name to default to the value entered in the email address field. Is there a way to use logic or formulas in the construction of the form to accomplish this? I realize I could use a formula in the sheet itself but wondered if it could be…
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Auto send a completed form to an email address
Hi, I am fairly new to Smartsheet, and was able to create a sheet and a linked form to replace our old HR blast process. My question is this, I created a form, and we have a list of users who needs to get an update/notified of all fields in the form when it is completed, however everytime the form is created I have to type…
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Dynamically update form data
Looking for help... I'd like to update the fields on a form dynamically. Example: Use the system-generated Creation Date to calculate a "Delivery Date" 2 weeks in the future and display it on the form. I know I can do this on the Smartsheet but I don't know how to display it while the user is entering information.
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Best practices / templates to create an NPS Form and Dashboard
Good afternoon, I need to create a form to measure Net Promoter Score (NPS) for our PMO office. I have samples for the questions, but I would like to know if anyone has experience building a form specifically to measure NPS. Any ideas/suggestions are welcome. Thanks! Silvana
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Form attachment not showing in the Smartsheet grid
I have a form built for incoming requests that includes an attachment field. When the form is submitted, the document does not show in the grid (or any other view) as an attachment. How can I update the form-to-sheet flow to ensure the form's attachment is added to the incoming row?