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Help with Nested Form logic
Hello all. I had a very successful onboarding form with logic showing up depending on the selections. It worked well. I was then asked to build an offboarding portion into this. I have created the columns that are required to capture for offboarding, and setting up the logic for the onboarding/offboarding selection works…
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Does Smartsheet have the capability of tracking external users that complete a Form?
I created a external ticketing system in smartsheet and set up automation for a message and survey to be sent to the person who submitted the ticket. Ticket submissions will come from people outside of the organization and who are not smartsheet users. I use a Contact column to capture their email, thus have the ability to…
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Form Deactivation Date
I'm wondering if there is a way to have a form deactivate on a specific date or if there is an automation to deactivate a form when certain conditions are met in a sheet? I have expiration dates for items that use a form and I would love for the form to deactivate automatically when that expiration date occurs.
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Smartsheets Update Form Error
I have sent out an update for to roughly 130 business segment leaders and several of them are getting an error message stating, "Unable to determine your identity, therefore we are unable to process your request. An unexpected error has occurred attempting to process your request. We are sorry for the inconcenience." I've…
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Calendar Time (Hour/Minutes)?
Good Afternoon SmartSheet, Does SmartSheet support Hours / Minutes within Calendars? The reason I am asking.. I have both a PTO and Scheduling sheets right now that currently have a Calendar setup on them where people can request a date to work/off from work. However it shows them for the entire day. But, I also have Part…
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Form Responses Save as Draft Only on Mobile?
I use the Smartsheet mobile app on my iPhone and whenever I scan a QR code or click a link to a Smartsheet form, it’ll open within the mobile app. A few months ago, I noticed a new feature on the mobile app where my form responses would auto-save as a draft, allowing me to leave the form and return to it later to pick up…
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Merged: Approval form mandatory comment to be added
This discussion has been merged.
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Using Smartsheet to create Time Off Request Calendar, Dynamic View, Form, Report, in Dashboard
Hi all, Through some trial and error I created a Time Off Request system for my team (80 people) I started with grid rows: Employee Email (text), Supervisor Email (text), Division (drop down), Time Type (drop down: Vacation/Personal/Admin/Comp OR Sick/Bereavment/Jury Duty), Start Date (date), End Date (date), Partial Day…
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Prepopulate Form for Update Request
We use forms to get information from our colleagues and we would want to send them a form prepopulated by their inputs so they can update the information if there are any changes. This would be very useful if we can automate the process and make the items mandatory
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Has anyone connected Smartsheet forms to an AI service that fills PDFs?
Hi all, We’re a small legal practice in NYC. Smartsheet forms let us collect client details for Housing Court petitions, Small Claims applications, and other court paperwork. The bottleneck is each submission requires us to manually copy data into the official NYC court PDF forms. It’s slow and easy to mess up. I recently…