-
Best Practices of archiving sheets
Hello, I currently use a form to populate a sheet for any new sales leads. We're at the end of our fiscal year and I'm trying to archive all old leads and start a new sheet. I want to know about some best practices of achieving this. I was thinking about the following ways: Move all open leads via automation to a new sheet…
-
ENCODEURL Smartsheet Function
We have several use cases where we build custom URLs that include column data from a source sheet into a Smartsheet form URL string on a target sheet that hosts the form. It would be very helpful if Smartsheet had a function like ENCODEURL. Currently we have to build an ugly formula with multiple embedded SUBSTITUTE…
-
Has anyone tried to create a trivia game using Smartsheet?
Hi Everyone, I would like to create a weekly trivia game for my team members and my thought was to use a form to populate answers to the sheet. However, I don't want them to be able to see what other people wrote. I thought about using DynamicView to allow only view access by user, but I'm wondering if I can be more…
-
Data Shuttle: Will workflow run if file is attached via form?
Hello! Happy Friday! 😀 I am currently working on creating a Supply Request Tracker that will allow the requestor to upload their excel file with the list of needed supplies to a Smartsheet form connected to the tracker. The tracker will then use Data Shuttle to pull over the quantity, description, and item number of each…
-
Vertical Divider
Into the Forms it could be usefull to have the "vertical divider" in order to organize our fields. Currently we have only the possibility to add the horizontally divider.
-
We’ve made improvements to your copy and save experiences
Good news community, we’ve updated the speed of our Save as New performance, so now you can expect better, more reliable save behavior, especially for large folders and workspaces. We’ve also made improvements to the dashboard copying experience. Specifically, we have enhanced form relinking in dashboards, a feature that…
-
Merged: Rich Text Formatting in Automations & Forms
This discussion has been merged.
-
URL String Query for Column Type: Contact List
Hi Smartsheet, I'm trying to help a few new users within my organization by prepopulating a couple fields in commonly used forms with the use of URL String Queries. So far I can seemingly prepopulate almost all fields in a form, but the hurdle I've come across is when the column type is a contact list. The drop down values…
-
Merged: Scheduling activation or deactivation of forms
This discussion has been merged.
-
Request an Update - prevent access to the sheet?
Is there any way to request an update to fields but omit the "Go to Sheet" option on the request notification? We are trying to streamline review input, but don't want every person to see all the data, and therefore input from other people. Using a link to the form doesn't provide for pre-populated information to appear…