-
Customer Form Submission Triggers Internal Form Request
We receive bid requests through web form into smartsheet. I would like that form to 1. Automatically create a form request for our estimator to fill out the estimate 2. Can the customer entered data autofill on the new form we fill out internally (items like name and address)? 3. As forms are filled out can a seperate…
-
Automatically update form link when creating new folders
Hello All! I have a folder template that has a sheet with task tracking. I have forms for entering certain tasks, Internal, External, and SCRUM tasks. Currently, I have a link to the form on a dashboard, however, the link is static and does not change when I copy the folder template and make a new project. Is there a way…
-
Is there a way to validate that a particular cell cannot be left blank or allow junk entries?
In our application, we have the smartsheet as the user interface to enter the data and then this data gets transported into the database by an API according to a set cadence. For data integrity purposes, I want to ensure that certain key fields should not be left blank or allowed junk values.
-
Automatic forms generated from report display all main sheet fields on browser
I think I've found a bug: Automatic forms generated from reports in the browser (right click in the line mover on far left > edit) display all main sheet fields on it. It doesn’t matter what columns I have chosen to display in the report creator, but in the smartsheet android app the automatic generated form of a report…
-
Project Approval Received / Master Project Sheet Populated
I'm trying to setup an intake process where a new project is submitted through a form and appears within a project intake sheet for review/approval/denial. If approved, I'd like certain, if not all, column values for new projects to be copied over to a master sheet, which includes additional columns for project charter and…
-
Webform file upload maximum size
Hello - does anyone know what the file size limit is for files uploaded to a webform? I am going to be asking employees to upload photos (sized 3-5 MB) to a webform and want to make sure we won't run into any issues. Thanks!
-
Webform question: uploading files to Box
Is it possible, using a Smartsheet web form, for the "File Attachment" widget to store the uploaded file to a designated Box.com folder? In other words, not as an file attachment to the Smartsheet row, but as a link attachment to the Box file? Otherwise, the user needs to first upload the file to the correct Box folder…
-
Adding Customized Fields from a different form link
Hello, Is it possible to have additional field defaulted into a form. I'm trying to create a approval workflow in my forms . I want form 2 to be able to pull a few fields from form 1 after a submission is received from form 1. I want those fields to appear before I send form 2 out to a supplier. Is this possible?
-
Form to collect Free Text Updates to a main project line task
I am trying to create a form to send to each of my SMEs that will allow them to send a free text update to the line item on my project plan they are responsible for. I have created columns that has a date for each day for a couple of weeks, and I was hoping to create a form that would dump their free text into that field.…
-
Cross Reference
Does anybody know if Smartsheet has the capability to cross-reference information from one form to another. In other words Form 1 is entered and want to pull some fields into Form 2 to send to a vendor. Someone please advise. I'm thinking I can edit the URL in Form 2.