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Quick Auto Pop-Up Form As Part of an Automation
We have a sheet where all our RFQ's are entered. I have created an automation where as soon as the Status of the RFQ is changed to Sent it automatically copies the sheet to a Quote Register /Pipeline. I wondered if it was possible that as part of the automation, when the status is changed a quick form pops-up where the…
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How can I improve the efficiency of my sheet?
We are using a sheet to track a number of different measures which will provide a baseline for Q4 2020. These measures are tracked for a month, with detail and a RAG status being provided by a number of different people once a week from October 9th - 30th. At the moment, we have a separate column for each detail and RAG…
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Adding a row via a form is acting differently than adding a row directly to the Smartsheet
I have a Smartsheet that is a list of contact dates, with multiple entries per person contacted. There are First Contact rows and Followup Contact rows. I have a form to enter the data. I enter the names into a column that is currently set to a single select drop down, but is not restricted to dropdown values. The column…
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Printing intake form?
Hello, We are trying to avoid duplication of effort by our team and want to take information that was submitted via a Smartsheet intake form but output it into something besides a row in a spreadsheet. I understand that Smartsheet does not a way to convert a row into a formatted report without the use of 3rd party…
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Form Logic, Restrictions & Evaluating
I'm building a Form, and one of the criteria is Budget. I would like to evaluate the Budget field as they tab-off of it, before the form is submitted as I know there would be times people will enter an amount that won't be sufficient. The scenario would be - the Budget is $1,000, but based on the number of calendar days, I…
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Vlookup on sheet using form submission
I am using a form to add a new row to a sheet with each submission. I have a field on the form that the user selects if this is a new contact or previous contact. If it is a previous contact, I want to pull information from another sheet for this contact. To do this I have a Vlookup formula that I was able to get working…
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Form
We currently have form based on smartsheet, but need to enhance form to show user only records mapped to their username in smartsheet
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How to block a requestor from also approving his own request?
Good morning SmartSheet Community! We currently have a form for employees to submit Internal Sales Order, in which they must add their functional approver (usually their manager). This request is then sent for approval to 3-4 people/teams. We have an issue with one type of request where the requestor is adding himself as…
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Summing fields in a web form
I have built a purchase request form to replace a PDF and allow the users to enter details by department and upload attachments. One thing I would like to be able to do is to have the form sum up while being entered - item price + Tax + shipping + other = Total. Each of these are individual fields in the form that a user…
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Mail Merge with Form
Hi all, I was searching on the Smartsheet community, but i could not find the best solution for my issue. Basically, in my company, everytime that a production finishes, i receive via e-mail the test results for the specific product. With those results, later on, i must issue a document to the customer with those same…
