-
Add Custom, Pre-Set List of Update Request Dates
Smartsheet does not allow users to enter a list of unique dates for an Update Request to be sent out. The closest users can get to this feature is setting the Update Request to be sent on a certain day and time, however, this allows the user to enter only one date for one request (or a repeated sequence like daily, weekly,…
-
Editing rows using forms or some other android UI
I'm a freelancer, and I want to use smartsheet to schedule jobs and do basic accounting. I have a 'new job' form to create a row with customer and job info. I need a way to then add more data to that same row later, once the job is completed (total price, material cost, etc). Is there a way to do this with a…
-
Forms: Telephone Number Validation - number of digits required
Currently unable to use telephone no. validation for Forms, as the validation requires Form users to enter a 10-digit number for New Zealand - standard mobile numbers in NZ differ between 9 and 10 digits. It would be great if the data validation could be updated to allow for phone numbers that are different to the default…
-
Use Emails in Text/Number field in an Automation?
On a form, I have a field set to "Text/Number" as the "Field Type" with "Validation" → "Email" selected for that field. However, it seems I cannot then create an Automation that picks up that field/column as the contact for an automated workflow. Am I doing something wrong? If not, is there any work around to this?
-
Sheet fields missing from form creation.
I have an index doc sheet with 4 columns of information to pull in onto a master sheet. I then have other fields on the master sheet which I need filled out by using a form. When I go to the form creation, it only lists 1 of my fields from the index doc sheet and master sheet to select for the form. Why is that and why…
-
Unable to edit smartsheet forms without constant reboot
Is anyone having trouble with smarthsheet over the past several days? Every time I go into a form to edit it, the cursor jumps fields after each character is typed. It is so frustrating. In some cases the cursor gets frozen in a field and jumps back and forth between two fields and freezes the whole system. I have yet to…
-
Send Forms via SMS
Would like to see a feature where we could send forms (or link to forms) via text messaging or SMS. Would like to send the form via SMS to the customer so they can fill out the form. Also, would like the clean looking PDF form created by the form submission to be auto sent back to the customer, instead of the Smartsheet…
-
Form Upgrade to Pull In Data from Another Smartsheet Source
It would be extremely helpful if there was a way to have data pull into a form from another Smartsheet source based on selections made within the form. Example: On the form there is a dropdown to select a client property number. The property Name, Address, and any additional property information are then pulled into the…
-
Edit Intake Form
Hello, During my Intake process I have a number of fields that allow "TBD". After Control Center creates a project I have a need to later address those "TBD" fields. I can go into the sheet and make the changes, but I'd like for the project manager or team manager to be able to make the changes. The data will then cascade…
-
Can I use a sheet to create a purchase order form?
I'd like to create a purchase order form that allows users to select items from a drop-down list and display the quantity and total of each item. I have created a sheet, but all of the items in the primary column do not appear as a dropdown.