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Deleting or Deactivating Request emails
Hello, I have an automation where it send a request email automatically and it resends the same email 2 more times both request emails. I do it this way as a reminder and don't have to ask them to search their emails. Is there a way to automatically delete or deactivate the old request emails? I know I can manually do it…
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Auto-populating Primary Field with next number in Form
Good evening, I'm currently creating a form for our client to request new Change Requests. Our change requests have a Primary Field called 'CR Number' and have the following format: 2024-CR182. I've already created my form, but I omitted the CR Number since I can't auto populate it with the next number, ie 2024-CR183. Is…
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Link Columns to another sheet dependent on answer to question
For all exams listed on our Assessment sheet , if no incidents during the exam occur, is there a way to streamline by cross-referencing the Assessment sheet to populate specific columns in the incident report sheet instead of completing a separate report? I'd like a user to go into the assessment sheet, scroll to the…
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Form to populate answers against unique ID
Hi Team, I need to collate data from employees for an upcoming project. Has the form got functionality to recognise unique identification between answers and link it to relevant row yet? My ideal sheet would have all employee names, their unique staff ID and relevant fields I will ask them to give me answers for via the…
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You can search for forms now!
Hi Everyone, In the pursuit of more thorough, robust search returns, we’ve made it so you can now search for forms. Previously, forms were not included in Smartsheet Search results, making it hard to quickly find a form you could fill out, share with others, edit, or view form responses. Addressing this was a top customer…
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Forms and Logic: Renaming drop down item removes logic at form
When you have a form associated with a sheet, and then rename a drop down item at one of the columns for which logic is associated to, you will see the logic disappears at the form. This is an expected result since an error message appears (see screenshot below). I request this not happen. To leave the ability to rename a…
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Merged: Custom Inactive Form Message
This discussion has been merged.
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Multiple Form Submission
Hi - Our team is using SS to conduct audits. Audits include a documentation review (did we follow a process) as well as a visual audit to based on outputs from the doc review. We'd benefit from having one form populate a row and then activate a second form for follow up with the visual component later in the day.
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How do I customize a request ID based on specific form selections?
iaI know how to create a request ID on the column grid but I wonder if I am able to customize based off of specific selections on form submissions. For example, Jane Doe selected content management (CM) in her form submission so the request ID would reflect that (Request ID: CM_0001), where John Smith selected quality…
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Merged: Upload Photo feature for Smartsheet Forms
This discussion has been merged.
