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Isolate User Entered Value in Multi select list
I have a multi-select list that looks like the below. My goal is to map form results to a PDF and I've used helper columns to turn the responses into checkboxes [formula for those: =HAS([Indicate the type of referral source]@row, "Yes, parent")]. However….I do not have the multi-select limited to my answers so that staff…
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What is the best practice to manage adding features and changes to Smartsheet?
We are working on adding testing and change management to our Smartsheet instance. What are best practices for managing changes, and having a Dev to Test to Prod style workflow? How are others managing test data and automations that are not in production yet? We are working to add additional functions to our projects,…
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Faster form submission with intelligent form fill, now generally available!
February 4, 2026 We’re making it faster and easier than ever to complete a Smartsheet form with intelligent form fill. Using AI, forms can now both capture and understand your submissions. Speak your responses, and intelligent form fill will automatically map your responses to the correct fields. Form submission is faster,…
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Date format in fillable PDF displays Regional Settings date format
Hi there, I saw an older post that the date format for fillable PDF displays in Regional Settings date format, instead of using the data in the field. Is there a way around this, or does this need to be corrected by developers? Example: Invoice Date My regional setting is English so display 01/31/26, even though the data…
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How can I dynamically redirect a form submitter to different URLs based on their form input
Hi Community — I’m hoping someone has solved a use case similar to mine. I’m trying to use a single Smartsheet form to route different audiences to different external URLs immediately after submission. Here’s the exact workflow I’m trying to enable: Advisor (customer) lands on our product page Clicks a single CTA → opens a…
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How do I get the resources from a sheet to flow to a Form?
Hello! I am trying to create an intake form for my team. I have an assigned to column on the sheet that allows me to assign based on our company directory. This does not show up in the associated Form, however. Is there a way from the Form view to allow users to select their name from the same LDAP query that the sheet…
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Calendrier rapport
Bonjour, quand je crée un rapport avec toutes les dates de mes projet. Est-ce possible d'attribuer une couleur a chaque nom de projet ? merci
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Deactivate form after set # of entries/submissions OR by date
It would be a great thing to be able to specify that a form be made inactive after a set # of entries. For example, my company is sending out an email with a link to a form created to gather demographic information on the individuals. The first 40 submissions are eligible for a 'free lunch' and we don't want to continue…
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Including attachments in message only automations
I have created a message only automation (cannot include the link to the smartsheet) to be sent when a new row is added via a form. The form includes an upload of a document; however, when using a message only format for the automated email I am unable to include the attachments. Any help is appreciated!!
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Can a fillable pdf be used for an update request?
Hello, I was able to figure out how to automatically send a fillable pdf based on the columns in my sheet, but am I able use the generated document also for an update request? This would reduce the amount of emails that are being sent to the person I'm requesting updates to the sheet from. Alternatively, is it possible to…