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Show sheet data in the Form View
Our PMO is using Smartsheet to intake project requests from the business users via our intake form - which we love. However, once the project is submitted there is no particularly good way to have the request data that is in the sheet visible back to the business users (requestor, project owner, executive sponsors,…
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Merged: Limit Range for Numeric Form Fields
This discussion has been merged.
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Form Confirmation with Form Questions Instead of Smartsheet Column Names
When using a form linked to Smartsheet, the form's questions do not carry over to the email confirmation that the submitter receives. Instead, the email shows the Smartsheet column names and the answers submitted. There is no tracking of form questions (no cell history like in a Smartsheet), and so theoretically, you could…
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Automatically assigning a row to a parent line once an intake form is filled
I would love it if there was a way for a row that is entered from an intake form to automatically categorize to a parent line and have the option to place it at the top or bottom of the children. For example, if I have a ticket request form and on the sheet there are 3 parents, Pending, New, and Closed requests. When…
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Include Help Text on Form Submission Copy
My organization currently has a site visit assessment form. Many questions on this form are too long for the sheet column headers, so the columns are just labeled Question 1, Question 2, etc. The actual question is then put in the "Help Text" field on the form. Many leaders who fill out this form opt to receive a copy of…
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Form - commas with number restricted fields
Add the ability to use commas when entering data into a number restricted field. Even if they are systematically removed when the user completes their entry in that field. Other form tools allow this, which helps users ensure they enter the correct numbers.
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How to identify the latest record submitted via a form among all entries by the same submitter?
My smartsheet dataset is comprised of form submissions. Businesses are required to submit the form monthly, and I need to assign a "red" color to businesses who have not submitted a form in the last 60 days, and "yellow" to businesses who have not submitted a form in the last 30 days. I do have a separate sheet listing all…
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Meeting Room Booking System
Hello, Has anyone in the community ever developed a meeting room booking system with Smartsheets? I found an awesome system from Prodactive on YouTube at: But understandably, it doesn't tell you how to create it. From what I can tell it requires a sheet, form, calendar app, dynamic view, and a dashboard to bring it all…
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Is there a way to automatically capture the Active Directory User Principal Name with a form?
I have a form that is filled out by users who don't have Smartsheet licenses, so they can't log in to Smartsheet. I want it to automatically capture the User Principal Name, which is the ID that the user used when logging on. Is there a way to do that? I have created a "Created by" column, but all it captures is…
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Can logic be added to a sheet?
My boss wants to create a sheet that includes 4 different profile forms. I'm curious if this is even possible. Basically, we have 4 different excel docs that are profile forms, we want to try to combine these forms on a grid in Smartsheets but we want the fields to auto populate depending on which profile form is selected.…
