-
Viewing a Smartsheet form submission in the form it was submitted through
I've created a form for project request submissions and want to view the submissions in the same form it was submitted on. This would make the submissions easy to review and work on. The grid view is not conducive to displaying several sentences of description/comments in and a different view is needed. How can I…
-
Help with turning off, or deleting an "automated email" from smartsheet.
I set this automated email up a couple of years ago. I need to change it. However, I am unable to locate the editing automation. It looks like I need to delete the form and start over, but I don't want to do that. I have looked everywhere. Any help would be appreciated. Thank you.
-
Spam on Publicly-Shared Forms
I would like to see options to handle the spam that affects publicly-shared forms. It would help if we were able to mark a submission as "Spam", so Smartsheet would restrict the user from submitting new requests in a form in the future.
-
Merged: Copying Columns
This discussion has been merged.
-
How to auto populate approval from one sheet to another?
Sheet 1 has the column of Name (Text) Email (Contact List) Request (Text) Approver (Text) Approval (Yes/No - Dropdown) Sheet 2 has the columns Approver Name (Text) Approve? (Yes/No - Dropdown) Once the form for sheet 1 is submitted I have it automated that it'll trigger an email to the 'Approver' contact list to open up…
-
Need help finding a way to create an enrollment or disenrollment form automatically.
Currently we have a form that adds rows and "dealers" onto a program. I have been having issues finding a way to make that form or a separate form have a way to allow a drop down of the enrolled "dealers" where they can choose and add a reason request for that removal. If it is approved then have that modified row move to…
-
Forms and Document Generator
Good morning Smartsheet Community! I am in the process of developing a Meeting Management Solution. I will be using some of the features from the Meeting Management Template. The current process for this meeting is each person creates a power point with a PDF related to the topic, New Business, Enhanced Opportunity, Closed…
-
How do I setup automation to email the person who submitted a form when it is marked completed?
Hello, New to using SmartSheet. We're looking to automate our vendor creation process from email to SmartSheet forms. I want to build it so that whoever submits the form will automatically be notified once a member of the team has marked the request as completed. I currently have an email field on the form, but it looks…
-
Make the form banner scalable
We would like to see an enhancement to the Forms where we can add larger banners and customize forms a bit more to align the look and feel with our organization.
-
Form Entry Metrics by Category
I'm creating a metrics sheet that will have data input by external parties via a form. I'm trying to think of a simpler/more user friendly way to display categories on the sheet and form. There are many category options and I need the # of occurrences entered for each category to tabulate monthly metrics. Most of these…