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Black out dates in a form (date type column)
Hello, I have created a form and have a column named "Date Item is Needed" which is a date type column. However, the requestor needs to allow at least 10 days from the actual day. Is there a way to always black out those 10 first days? Thanks!
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Row Gap issue from Web Form entries
I have set up an estimating log, which is populated by web form, we are currently experiencing issues where certain rows of data are being populated between 2 - 20 rows below the last entry has anyone else experiencing this issue and can advise how solve the issue?
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Sign-in Sheet using Smartsheet & Forms
I have built a sign-in sheet using forms (yay) but am now wondering if there's a way to do the following: We occasionally collect some attendee data that I'd love to have pre-populated so that people can sign in and add in the rest of their information and also sign there. Is there a good way to do this in Smartsheet?…
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Surveying Project - How to setup the structure of Smartsheets
I need to send out Architectural Survey team out to the field to survey the existing conditions of a restaurant. Information gathered is Electrical Information (Panel Size, # of Breakers), Equipment (Make Model and serial#), Condition of Walls,etc. I'd like to send them with a Ipad with a Smartsheet form, but I'm…
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Approval flow for credit notes
Hi all, I have set up the first draft for an approval flow to draw up credit notes. At the moment I have a flow set up as test that works very well for 1 condition - but I need to have a flow that includes 3 conditions: - credit note approval request between 1-50 euro goes to person A - credit note approval request between…
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Automatic email notification through forms
I created a form which includes a text field for the person's email address. I want to create a workflow to trigger sending an email to the person when a specific field is changed. However, the person's email is NOT part of the contacts. How can I tell Smartsheets to email the person that a change has been made? There does…
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Web Forms. How to have a default attachment (file upload)?
I use Web Forms to add new rows to a Service and Repair Register. Easy! I also wish to upload a default Job Card (Word file) with each new record, efficiently and with little chance of error. Not so easy! Is it possible to add a default file to a Web Form? My users could then select the correct Web Form, and the required…
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Approval workflow
Hi Guys, Im new to smartsheet , please help me. I created an approval workflow then if the approver is not around how I am going to reassign it to other approver without breaking the approval sequence. Please let me know your thoughts. Thank you very much.
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Form Fields not accepting new values
I created a form for a smartsheet. Within the smartsheet, i have drop down fields for city, state and zip and included the most common values people will need for those fields. I did NOT click the box that states "Restrict to values only" knowing that occasionally there will be an outlier. However, when someone fills in…
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Automated Update Request Form Changes
I have created an automated workflow, using the Request Update step. This automatically creates the form to send to the user to update. I would like to change the way the form appears and allow multiple line entries. When I go into Forms, that form is not there to update. How do I update the automatically generated form?…