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How do I connect SmartSheets Form to send an approval or reject notification to the project manager?
I created a Form for my spreadsheet that allows user to request a change to a specific date in the project plan. The form needs to go to a project manager for approval or denial. If approved → that cell date should automatically update based on the response. Is that possible? Should we skip the form and allow user to…
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How do I automate the creation of a project schedule from a form submission?
Hoping someone might be able to help me figure out this workflow: Form is submitted requesting a new project with the following information: name of project, requested go live date, assigned project manager This form submission triggers a workflow that will automatically pull a project template, inserts "name of project"…
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Signatures in Forms without the integration with Docusign.
Ability to accept signatures without the integration with Docusign.
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Merged: Dynamic Contact lists - User groups to populate dropdown and/or forms to reference user lib…
This discussion has been merged.
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Tracking Missing Submissions
Hi! Thank you for considering this problem, I am very new to Smartsheet. I have a form that I have 10 regions complete monthly. There is a due date for each month. I would like to generate a report of those of the 10 regions that did not submit a report monthly. How would I go about doing this? Thank you again!
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moving Just a Column to a new sheet with Automation
is there a Way that i can Move just a Column in a Sheet to another Sheet that will just Grab the Column. i would like it to work like the Automation that it Grabs the Row any time something is Triggered. but i would like it to just Move the 1 Cell from a Column not the Row as i don't need anything else just what got…
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Form Ranking
Need a way to poll participants and have them be able to select their top five topics in order of most importance. For instance, if you have 10 potential topics of interest and you would like your participants to indicate what their top 5 priority topics are. From this information, we want to know what are the topics of…
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Send Smartsheet-Generated PDF Automatically to Email in Sheet, without a link to the sheet itself
Goal: Let any user in our city request a pre-filled application. Steps We Want: User fills out Smartsheet form Smartsheet automation merges form fields into PDF and attaches PDF to sheet row Smartsheet automation emails the generated PDF to the Applicant Applicant Prints and gets the document notarized Applicant emails it…
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Save as Folder option does not change form path and history table path. Need to change manually
Dear Team, Save as new Folder option does not change form path and history table (copying records from workflow) path to new folder location (folder created using save as option), We need to change manually. (Kindly refer below scenario) Example: I have created workflow to copy current record to new sheet whenever change…
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Form with multiple logic conditions
I have a form with multiple logic conditions (15). The logic is that who fills the form is being asked how many items he/she wants to insert/record. If 1 is chosen, the form will show only one field (Item 1) and if 2, two fields will show (Item 1 and Item 3) and so on. No matter how items (1 to 15) are chosen, the Form…