-
Need Workaround Ideas for Automation Condition
Client submits file through form. I have an automation set up to respond to client when new file w/response is attached to row and "Status" and "Date" cells @row are populated. It works as intended but relies on people to always set those 2 fields and save before attaching the file to the row. Without the conditions set,…
-
Best design for long forms with logic?
Hi, The ability to use forms and the logic options are really amazing tools. I see how the use of forms can increase the productivity of my team and eliminate a lot of emails back and forth with our clients. One use case we have is that there is a form currently in an excel format that is lengthy and comprehensive. I've…
-
I want sync a field across multiple sheet, being able to edit it from any of those sheets
Use case. 4 sheets Intake Sheet, Prioritization sheet, Resource sheet & Overall Status Sheet When a project is requested it is automatically added to the "Intake" sheet through the form. Status field is New. When we agree that the team will work on it - we add the Unique identifier to the "Prioritization" sheet and the…
-
Can I set the default value for a drop down list to be a formula in a form?
I am creating a SmartSheet whose rows are filled with the submission of the form and I wanted to utilize the hidden feature of the form to autofill a field when the form is submitted. I wanted this field to hold a formula that would select a value from a dropdown menu upon submission of the form but every time I submit the…
-
Sheet Linking
Is there a way to link one sheet to another sheet creating a drop down menu? Example: I am creating a form, but I want to the staff to be able to select the residents from a drop down menu. I have the sheet created with the residents information but I cant figure out how to link it to my "forms sheet' so that they are a…
-
Personal logo in Forms
Does anyone know why sometimes when you (I) create a new form, the label icon is "Smart Sheet" but sometimes it is my company logo and colors. I set up so that my company logo and colors are the default, but 99% of the time when I create a grid and turn it into a Form, it has the "Smart Sheet' logo and colors. I cant…
-
How to get feedback on common terminology on multiple terms
I am trying to get everyone on the same page with our terminology, I would like to have a grid with all of the terms and put out a form to members of the team to get their definition of the term, collect them to see where common ground in, then have a meeting to finalize the term where everyone is in agreement. If I had…
-
Web Form Update Multiple Sheets
Hello, I need help figuring out how to have a web form update multiple sheets based upon location information. Basically I have put together a web form that will do a site survey of hotel rooms for renovation. We are surveying several sites at a time and instead of creating 20 different web forms that update 20 different…
-
How do I create a report from various forms?
Ok, so I have about 17 forms created for various employees in different departments. Each employee is required to fill out this form x amount of times a month. I want to make a report to auto populate that shows how many times employee filled out the form, and I want the report to show the employees percentage of completed…
-
Add data to columns using a form
Hi all, We have a sheet with thousands of unique orgs and need to collect additional data from them after signup, like bank details, a logo upload and user email address. Each org has a unique company number. Is it possible to use that as a unique identifier of the org so that the form will use the data entered by them to…