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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…
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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…
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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.
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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…
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What size image, width x height, is best for a background logo on a form?
Has anyone discovered the right dimensions for an image to best fill a form background? Is it conditional on form-factor? dm
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Merged: Column Formulas Display Forms
This discussion has been merged.
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Accessibility issues w/Forms
Hi all, I use a dropdown menu in a form and was recently told that screen reading programs (for people that are blind or have low-vision) do not detect the drop down menu options. Has anyone encountred this before or any other accessiblity issues with forms? Any way to fix it besides not using a drop down menu? Any insight…
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Can you preserve password protection in .pdfs that are attached to a form submission?
My colleagues need to submit Smartsheet forms with password protected .pdfs attached. The form submissions are being received as expected, and you can see the attachment in the proper row but when you go to open it (either directly or after downloading), an error message pops up, "We can't open this file. Something went…
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Merged: Free text character limit
This discussion has been merged.
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Prefill a form response from another sheet
I have a project tracker sheet and am trying to set up a flow to send a survey via a form once the status of the project is changed to complete. I would like the survey to prefill with the project name from the source sheet, of the project that was changed to closed. Is this possible? The form results (survey results)…