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Can a contact list field open the contact List in a form like it does in a sheet?
I have a number of forms created and one of the fields is a contact list. When I am in the sheet I am able to start typing a name and it offers suggestions and then links to that persons contact. When I try to do the same thing in a form it does not offer the suggestion and then does not link to the contact in the sheet.…
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Contact List Functionality in Forms
I've noticed this request a few times over the years, but still don't see that Smartsheet has addressed this. When using sheets, the "Contact List" column works wonderfully and will populate any user within our Smartsheet account when you begin typing a name. However, when attempting to use this within a form, it DOES NOT…
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What is the best way to create a form, where you want to capture info on multiple occasions?
We are creating a three part learning series for HCP's and want to use one form to capture information presented during each visit. Is it possible to use a logical sequence only shows once each visit is entered? (Ex. Date 1, xyz presentation, then Date 2 is available to populate to enter xyz presentation) Or would I need…
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Could a form dropdown option inadvertently change when a user submits a Smartsheet form?
We have a form that includes a dropdown for a list of counties in Florida (single-select). My colleagues have mentioned that form submissions are coming through with the incorrect "county" dropdown option selected (all coming through as "Flagler" county). I initially assumed it was user error since the county being…
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Forms Manager enhancements in new views, now generally available!
January 23, 2026 We’ve enhanced the Forms Manager in the new views (table, board, and timeline) to make form management faster and more seamless, without switching back to legacy views like grid or card. You can now edit or delete forms, copy form links, access embed codes, and turn forms on or off directly within new…
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Isolate User Entered Value in Multi select list
I have a multi-select list that looks like the below. My goal is to map form results to a PDF and I've used helper columns to turn the responses into checkboxes [formula for those: =HAS([Indicate the type of referral source]@row, "Yes, parent")]. However….I do not have the multi-select limited to my answers so that staff…
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What is the best practice to manage adding features and changes to Smartsheet?
We are working on adding testing and change management to our Smartsheet instance. What are best practices for managing changes, and having a Dev to Test to Prod style workflow? How are others managing test data and automations that are not in production yet? We are working to add additional functions to our projects,…
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Date format in fillable PDF displays Regional Settings date format
Hi there, I saw an older post that the date format for fillable PDF displays in Regional Settings date format, instead of using the data in the field. Is there a way around this, or does this need to be corrected by developers? Example: Invoice Date My regional setting is English so display 01/31/26, even though the data…
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How can I dynamically redirect a form submitter to different URLs based on their form input
Hi Community — I’m hoping someone has solved a use case similar to mine. I’m trying to use a single Smartsheet form to route different audiences to different external URLs immediately after submission. Here’s the exact workflow I’m trying to enable: Advisor (customer) lands on our product page Clicks a single CTA → opens a…
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How do I get the resources from a sheet to flow to a Form?
Hello! I am trying to create an intake form for my team. I have an assigned to column on the sheet that allows me to assign based on our company directory. This does not show up in the associated Form, however. Is there a way from the Form view to allow users to select their name from the same LDAP query that the sheet…