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Possible to send MS Outlook email Templates once a task is reached
I am trying to set up outbound emails to send to external parties for their deliverables, setting timelines, and forms to complete once certain milestones/tasks are reached with in a project. Is it possible to have a email template built / added and have that template pull in information from the sheet summary such as…
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Schedule Form Deactivation & Friendly Form Ended Msg
Hello all, I've searched this topic but only found old ideas from 2019'ish, so I'm hoping there has been an update made to Smartsheet or someone found a better workaround (meaning user friendly) than what was previously suggested. 1) I'd like to schedule a form to deactivate at a set date/time. I'm not seeing that as an…
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Trying to add form submissions onto a Spreadsheet that has a column of unique randomized numbers
Hello all, I was wondering if someone can let me know if there is an easy way or even a workaround to my issue. I have a list of randomized coupon codes in a column, and I need the form submission to populate the next available row with a coupon code. The issue I have right now is that, I have the column of 500 coupon…
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Date Logic in Form
In forms it is not uncommon to have a Start and End date for any reason (mine is for PTO). It would be very helpful if there could be some logic added to Date fields to compare with other Date fields. In my case I need to add logic that prevents a user from entering an End Date that is prior to the Start Date. Today this…
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Merged: Send a form from a workflow
This discussion has been merged.
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Is it possible to build a system where a single form submission can dynamically create many tasks?
Typically, one submission of a form results in one row on the sheet the form belogs to. Is there a way to have one submission resulting in multiple rows (6-8) that assign work to different team members? Our customers purchase multiple ad products on a single insertion order. Ideally, Sales would complete one form, select…
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Will moving Smartsheet with form break link to form?
If I created a Smartsheet with a form in an IT workspace, will it break the link to the form if I move it to another department's workspace?
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Merged: Forms: Create the ability to manage (show/hide) the picklist values presented on the form
This discussion has been merged.
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How to Automate Email to the Submitter?
I'm trying to set up an automation that will email the submitter once their request has been set to a status called "Approved". I made a Contact list column for the submitter to enter their own email, but when testing this automation, the submitter never got an email. Any help with this would be greatly appreciated!
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Form dropdown options pulled from another sheet
Hi! I would like to make a form with the options pulled from another sheet. This is to prevent an incorrect project code being entered. The column drop-down options would need to be a the list of project codes from another sheet. The drop-down options would need to update continually as new project codes are added to the…