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Commission tracking
Good morning Smart Sheet community. I have been tasked to create a commission tracking smart sheet for our sales team. If you have a pre-fab sheet(s), and willing to share, I would be forever grateful. Otherwise, here was my thoughts on said sheet. First sheet would be for the actual sales. This would have a form available…
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Prefill dates in forms
Is it possible to prefill dates in forms? I am looking to fill the following in my forms: -todays date -4 business days in future based on todays date -Tomorrows date if submission is after 3pm
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Embed a short survey in email signature
Hello, I don't know if I can do that but I thought I'd check with the community. I want to embed in my email signature a short survey "How did I do: Great/Good/Poor" with three buttons. But I don't want the form to pop-up, I want each button to feed directly into the Smartsheet. For example, clicking on the "Great" button…
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Automatically send a web form (feedback survey) as part of notification alert or conditional formatt
Is there any way to automatically send a web form (feedback survey) as part of notification alert or conditional formatting? I have a sheet with a web form that customers can use to submit requests for service. This sheet is viewable by staff that it is shared to. I also have a customer service feedback sheet that is not…
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Tracking time in forms
Good afternoon, We are creating a form/sheet to track our deliveries to job sites. We want our driver to be able to log the time he arrives on site and the time he leaves. Is there a time feature we can use for forms? Thanks
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Copy of My Responses
Hi there: I have a client who completed a form, but it would allow him to submit his form with the "send me a copy of my responses" selected. He deselected and the form did come through. How can I send him a copy of his responses? I would like it to be in the same format as if he had selected the button vs an export to…
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Set Return Date as today +5
hi there, i have a form to manage my graphic designer's projects. It includes a To Graphics date and Return to You date. How do I set the Return to You date to be today +5 or greater?
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Send a form once 2 weeks after date shipped
We send samples to our (potential) customers and we want to send a brief update form to the contact in the email to understand the success of the sample. We want this form to be sent once and 2 weeks after the date shipped. I tried investigating notification but I can't limit the notice to send once and on changing dates.…
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Including hidden form fields with formulas that include row numbers
I'm creating a Smartsheet that has a three-tiered approval process. Requests are submitted via a form, and once the three approving authorities approve the request, I want it to change the overall request status to "Approved." I then use alerts based on that overall request status to send an email out to the requester to…
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Web form setup
Hi all, I have a little issue with web form setup. How can I switch off checkbox >Send me a copy of my responses<. I don't see it in a web form on my pc, but it's still there when I open form in my mobile device. I don't need it, so how can I switch it off?