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Duplicate Columns in Smartsheet Forms
I am using Smartsheet Forms to create a survey. The survey will repeat the same three questions over and over (about 10 times total), just applied to slightly different topics each time. I don't want to have to type out the three questions and associated dropdown menu selections over and over manually. Is there a way to…
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Project Intake management
There could be a very basic and simple answer to this, or a complicated one-I hope its simple!😀 We have around 50-100 projects at any given time and we need to track and report on various deliverables. I have set up Intake Form- Intake sheet-Portfolio tracker, as well as project plan for each project. The Intake form is…
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How do I make a form field's visibility dependent on 2 fields?
Hi, I've been struggling with this with my favourite AI for over an hour now and I've hit a wall. I want to implement the following: if [CheckboxA] show field 1 if [CheckboxB] show field 2 if [CheckboxA and CheckboxB] show field 3 There is no way to do this within SmartSheet forms. You have to have a helper column in the…
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Pre-Filled Forms Using URL Queries: Tips and Tricks
Using URL queries to pre—fill forms seems to be catching on a bit more lately. There are a lot of resources out there, but they can be kind of spread out, so I figured I would start a thread that has some of the lessons learned, tips, and tricks that I have discovered along the way. Tip #1 [info callout] The first one that…
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How do I sort a report by Form Submission Date?
I have a sheet where all submissions are coming from a form. On that sheet, they are automatically sorted by Submission Date as specified in the form settings. I need to create a report of those same form submissions also sorted by Submission Date, but I cannot pull in or sort by the Submission Date column. Please tell me…
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Best way to create a file in sharepoint when a new row is created?
I am currently trying to figure out the best way for one of our clients to link smartsheet and sharepoint so that when a new row is created it will create a file folder in sharepoint. I have tried the zapier route and looking in to power automate, I wasnt sure if there was another solution out there. Ideally I would like…
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Preserve Original Filenames for Multi-Photo Uploads in Smartsheet Mobile App
Description: When users upload multiple photos in one action via the Smartsheet iOS mobile app, all files are assigned the same generic name and timestamp. This makes it difficult to identify individual photos and creates confusion in workflows that rely on accurate, unique file naming. Why This Matters: Industry Standard:…
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Tabbing through "pages" in form
When having clients/customers/employees fill out a form, it would be helpful to break the form down into "pages". This would allow the breakout of specific data sets from other information being collected.
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Use a form to create a parent row with children rows underneath it
I want to have the form be used to create a row with child rows underneath it, so I don't have to keep doing this manually
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Set Dashboard as Default Homepage for All Users
Hi everyone, Is there a way to set a dashboard as the default homepage for all users upon login? Ideally, we’d like users to land directly on a particular dashboard instead of the usual default page. Is this possible through configuration, or is there a plugin or workaround that can help us achieve this? Thanks in advance!