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Form automation - API
I'm looking to develop a solution for copying forms from one sheet to another, based on matching fields in the forms. I am having difficulty, however in getting forms to appear as an attribute or an associated object to a sheet. What is the correct way to use the API for listing/discovering the forms associated with a…
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Enable Dynamic Variables in Email Subject Lines for ‘Send as Attachment’ Feature
Many users need to automate report deliveries with contextual information (e.g., month and year) in the subject line, similar to how Automations allow cell value references. I propose adding support for dynamic variables (e.g., {{ColumnName}} or date placeholders) in the email subject and file name when using the “Send as…
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Dark Mode feature need
How can we get a dark mode feature into the pipeline? It's very common these days for reports and forms to throttle between regular and dark mode. Hope this can be done easily to stay up to date.
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Does anyone use a Change Management Form in project work and have a dashboard?
Hello. Our PMO is beginning to use smartsheet as our primary tool. We're starting with basics and have created a project plan template that also rolls up into a dashboard. We would also like to track change requests and have an overview for reasons, # of requests, # of date changes made due to requests, etc. Do any of you…
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Anonymous Survey
Hello, I am looking to send a survey to my team, I would like for it to be completely anonymous, is this something Smartsheet can do? If not is there something we can do to make is as anonymous as it can be? Thank you!
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Change Order Management
Does anyone have best practices for collecting and managing Change Order requests for Project Plans please?
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Can you use a form to allow users to select available time slot
We are trying to utilize a smartsheet form for recipients to select a time slot for a specific training we are doing. We are offering a training to some internal folks but are limited in seats for each session. There are 12 sessions, some on the same date just at different times. Will use form to - * Allow recipient to…
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Sharing form links via a dashboard
I've created a Dashboard with links to all of the forms that employees may need to submit (mileage reimbursements, equipment check out, injury reporting, etc.). If I share the dashboard with an "All User" group will they be able to access and submit all of the forms on the dashboard?
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How to automate data involving dates and sum totals
I have been researching this topic for some time now and have been having trouble finding an answer - hoping the Smartsheet hivemind can help! OBJECTIVE: To obtain a sum total of data submitted via a Smartsheet form, based on submission date. CONTEXT: I work for a transportation company, and we use a Smartsheet form to…
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Using field from sheet to pull data into a form
Hello. Is there a way to use a field that is defined on a sheet to pull associated data into a form? For example, if I have a request ID for help desk tickets. I want to use a form to query or pull in the data from a specific Help Desk request ID, allowing a user to see what is in the record. Then, I'd like them to be able…