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Outo populate a field on a form when the form is being fill out
hi, is there a way that in a form i can have a way to outo populate a section (let say name ) when the fill out their information. Specially if I already have an IF function that does it in the background? For example: if the person adds a specific number it will show am specific name, pulling it from the the IF cell in…
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How do I make a form field's visibility dependent on 2 fields?
Hi, I've been struggling with this with my favourite AI for over an hour now and I've hit a wall. I want to implement the following: if [CheckboxA] show field 1 if [CheckboxB] show field 2 if [CheckboxA and CheckboxB] show field 3 There is no way to do this within SmartSheet forms. You have to have a helper column in the…
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Automation and Forms
If i have a Microsoft template that i have to collect information and fill out. If i created a form to collect the information that's needed for the Microsoft Template, Is there a way to utilize the information from the sheet to automatically fill out that template and email it out to respondents on the list?
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Is it possible to do?
I have to ask as I am hitting a wall here. I want to create a resource/solution where people can claim things : The work flow consists of Two parts. Section A and Section B. Section A (completed already) Section A is form where User A fills up to show/post what's available to claim from recently added items which I will…
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Domain/User Restriction on Form without Safe-Sharing Enabled
Ability to restrict a form to the domain or certain users, and not have to enable Safe Sharing for the entire plan. Safe Sharing restricts ALL smartsheet items. SSO just requires the person to make an account. An individual form could be used for various reasons. For example: a sale service request sheet has two forms: 1)…
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Merged: Automate Open/Close Forms
This discussion has been merged.
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My entire sheet is showing Invalid Argument Set
Hi! I'm pretty new to Smartsheet so I have no idea what I did or how to fix it. BUT we're using it as in invitation platform for an event we run. On my Registration sheet, it pulls data from the Data Intake Sheet. The Data Intake Sheet had an extra column called Travel Group that the Registration sheet did not have. This…
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Duplicate Columns in Smartsheet Forms
I am using Smartsheet Forms to create a survey. The survey will repeat the same three questions over and over (about 10 times total), just applied to slightly different topics each time. I don't want to have to type out the three questions and associated dropdown menu selections over and over manually. Is there a way to…
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Project Intake management
There could be a very basic and simple answer to this, or a complicated one-I hope its simple!😀 We have around 50-100 projects at any given time and we need to track and report on various deliverables. I have set up Intake Form- Intake sheet-Portfolio tracker, as well as project plan for each project. The Intake form is…
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How do I sort a report by Form Submission Date?
I have a sheet where all submissions are coming from a form. On that sheet, they are automatically sorted by Submission Date as specified in the form settings. I need to create a report of those same form submissions also sorted by Submission Date, but I cannot pull in or sort by the Submission Date column. Please tell me…