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using Smartsheet sheet/dynamic view to pre-populate Smartsheet form
Is there a way to take data value from the sheet/dynamic view and auto create a form from the data? i'm working on a 3rd party invoicing portal and i would like to auto fill the form base on the row that they have access to from dynamic view.
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How to deselect a radio button answer option in web form?
Is there a way to allow a user the ability to deselect (or unselect) a radio button option after making that selection (i.e., clear out their choice and make no selection after already having made the selection?)
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Get Email from Contact Name
Formula or some option to get the email address associated with the Contact name. A name can be anything a user chooses (variable), but an email is not variable and can be used to do lookups more accurately than a name. (Relying on someone to type it in correctly is asking for trouble.) I currently use DataMesh to get the…
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File Upload Not Showing on Form Through Automation
I was able to create a form and add the file upload option. This is a form that needs to be filled out by over 70 different vendors and I am using automations to send out on a 6 week cadence. When I check the form via Open Form on Smartsheet, the file upload section is showing just fine. However, when the form is sent out…
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Convert a row attachment from jpeg to pdf
We are putting together a credit card receipt tracker in smartsheets. I have a simple form that asks for 4 fields of information and then a document upload. The employee would fill out the form and snap a picture of the receipt to upload to the form. The file comes through as a jpeg using an iphone and selecting the take…
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Creating a formula that references a static cell?
Hello, I have a form that is submitted to one of my sheets daily. Currently, new entries populate at the top of the sheet. I am using a formula that always needs to reference the top row, or newest entry. Is there a way to accomplish this? Currently, if a new entry is submitted, the formula changes to tracking row 2…
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Email automation with attachments?
Hi all- Wondering whether any of you have worked with automations involving sending emails with attachments. I am working on improving our system for issuing travel reimbursements post-conference (we have to use a specific Excel form for now sadly), and we are currently using Smartsheet/Generate Document to generate…
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Can forms return the label and help text in email to person entering the form?
I have a created a desk assessment and in the form provided some assistance options to better the evaluation. Example … Question is longer than the column header so I've put it in the Label as this … Is the Keyboard separate from the screen? Response options are Yes / No / N/A, but in the Help text - I've added Further…
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How to add additional information after a form is submitted?
We use forms to create project requests, and we know each form is submitted and creates a new row in the underlying sheet. We have 6 unique forms tied to one "project type" sheet (x3 project types). The forms are super intricate and logical, and the sheet has a ton of automations and workflows to it. Our executives want to…
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Capabilities of Global Updates
Could we use Global Updates the make the following changes to blueprint sheets: Add shared filters to the sheets Add Forms to the sheets Also, can we provision a blueprint sheet including shared filters and/or its own form (not from specific link)?
