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Pick row where form info is added?
I dont get why there are all these super complicated formulas, automations, workflows etc, but we cant do basic things like dictate where a form inserts a new line? Something as simple as "insert row below line 2" --where "below" or "above" could be a dropdown, and then the line could be a dropdown? Or even below a Header…
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Required AND Hidden Fields in a Form
I am using a URL parameter with a form to populate a hidden field. that field should always have a value. However, if the URL parameter is missing, the form can still be populated. It would be great to allow a field to be both hidden and required. In addition to ensuring that the field has a value, if someone has access to…
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ADVICE ON A USE-CASE: REQUEST FOR PRICING, QUOTE, APPROVAL, PLACE PO, NOTIFY
We need a sheet or maybe Dashboard / Report / Sheets to accomplish this with our customers. It's a current process we do via email, and want to move it to within Smartsheet. Here are the steps, and am seeking advice on the best process: Via a Shared smartsheet (editor-can share, 3rd party outside of our organization), the…
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Display this confirmation message after submiting a form scrolls off the screen
Hello, A co-worker showed me this the other day and I thought it was a fluke until it happened to me on a completely different form submission. After the form is submitted, the "Display this confirmation message" is the selected option and there is a message to display. However, after I click and submt the form I am taken…
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Can I gray out options within a menu dropdown on a form when certain criteria are met?
Hi! I would like to gray out options within a menu dropdown on my form when certain criteria are met. For example, I will have a dropdown menu dates available. When one date is chosen 4 times, that date needs to be grayed out because we have met our max for that date. Can I do this on a form? Thank you! Thu
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Populate two Sheets simultaneously from a form
Can a form dump data into two sheets? We have a master sheet that we want multiple forms to dump data into. Currently, my form is dumping data into the sheet that corresponds to that form. Is there anyway to change where that data goes or have it dump data into two sheets at the same time? If not, how can I get data dumped…
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Tracking Survey Data in Report for Dashboard
Hello! we are sending a survey out to our entire team using a smartsheet form, and I've been asked to create a dashboard to track the results. We are attempting to capture in report (for a DB) the following: Percentage of Direct reports who have completed the form for each leader Percentage of how many answers within each…
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Is there a way to pre populate data into a form?
Is there a way to create a form from data already in your Smartsheet and then send to another person to have them fill in missing data needed?
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How to map form fields to columns manually
I am testing the form feature for the first time. I imported a basic excel table then edited the form as needed in the form editor. After filling out my test form and successfully submitting a few times I go to the sheet where answers should populate and there are blanks where there should be data. These blanks are not…
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Automatically fill a sheet from a pdf or word doc
I have a word form that one of our teams needs to fill out. They then send me a pdf of the form and I need to enter the data from the form into a Smartsheet log. Is there a way to automatically scan the pdf and enter the data? I can also do it from the word form if needed. Creating the form in Smartsheet directly is not an…
