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Auto sum in form?
Is it possible to have a field in a Smartsheet form auto calculate a sum of previous fields in the same form? For example: On an invoice form: If $500 was spent on supplies, $400 was spent on travel, $150 was spent on other allowable, can we have that auto-calculate into the Total field? Right now, submitters have to…
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Help setting up a daily tracker
Hello! My team is attempting to create a sheet and form that counts the amount of inventory of a product we are overselling per day. We essentially would have the inventory start with 15 units per day, we are going to request the number they sold for each entry. The goal is to have the number they enter in the form will be…
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Form deactivated and deleted still available to users
I have an old version of a portfolio with an intake form. I've deactivated and deleted the form, however, users across my organization who may have saved or bookmarked the link are still able to access the form and submit answers…. only the answers don't go anywhere any longer. This is causing confusion and frustration…
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Trouble with understanding Workflow
I work for a company that runs clinical trials; I want to create a way to send out vendor performance surveys to Clinical Trial Managers (CTMs) who work with the vendors on different studies. Each CTM is responsible for one or more studies, and some vendors are repeated in different studies. The CTM needs to take a survey…
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URL Redirect for Inactive Forms
It would be great if, when you inactivate a form, there was a way to redirect users who end up on that form to the new form or web page. I have built a highly complex system for my organization, the crux of which is an idea submission form. However, I did not have anywhere near the knowledge of Smartsheet that I do now and…
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Form Submission Functions
Is there a way for people to submit a form without having to log into SmartSheet? In the past we did not have an issue with this but recently it was brought to our attention that it is not letting people do this without logging into SmartSheet. Not all staff have SmartSheet access. Seeking advice or best practices to…
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Drag and Drop Emails
Hi, It would be incredibly useful to be able to drag and drop emails direct from Outlook into a form instead of saving the email somewhere and then adding. We use forms a lot and this adds time for each submission Thanks Gavin
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Do Forms always have to add a new line?
I am looking to create a visit tracker for our sales reps. All of their accounts are already in the master data sheet, and I am wondering if there's any way to create a form which would use the dropdown for Account Name as a reference and then update the Last Visited cell, rather than creating a new line each time the form…
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Form Templates
Hi, I think a great idea would be a more dynamic and changable form layout & also some Form Templates? A great example is a BRD Form, a form for a BRD would have Multiple requirements for Bullet Points & Tables e.g A Table containing The User, Their Role, Their Approval Status, The Table could be added based on set &…
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Formula to reference sheet auto ticket # with survey form link so that ticket id# follows process
Hi! I was viewing How to Build a Ticket Intake Process That Actually Works - YouTube and at 9:45 minutes in, the presenter references a formula that will point to the ticket number on the intake sheet, connect it with the link to a survey, so that when the customer completes the survey and their info is input into the…