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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…
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Allow Images, Field Formula Calculations, and Layout Customization in Forms
Allow Images: It would be so great to be able to add images to the form layout that can be viewed within the form. This could be used for multiple purposes (ex. Order or Item selection based on image. Ex. Provide visual instruction or assistance to help user complete the form.) Field Formula Calculations: If a form's…
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Form entry: Create new row for each checked checkbox in form
I have a form that uses checkboxes to accept user input. I want the form to create a new row for each checked item in the form. I do not want to rely on a third-party solution for this, as I am not part of the team that makes that type of budgetary decision, and it will unquestionably be denied. (Category "Formulas and…
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Restrict dropdown options as an option for forms
There should be a way to restrict dropdown options on forms that are external facing that also have internal uses without setting up additional reference or separate internal/external columns. Use cases for our team in particular would be project type and add-ons. We have different customers using different forms on the…
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Best Practices of archiving sheets
Hello, I currently use a form to populate a sheet for any new sales leads. We're at the end of our fiscal year and I'm trying to archive all old leads and start a new sheet. I want to know about some best practices of achieving this. I was thinking about the following ways: Move all open leads via automation to a new sheet…
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ENCODEURL Smartsheet Function
We have several use cases where we build custom URLs that include column data from a source sheet into a Smartsheet form URL string on a target sheet that hosts the form. It would be very helpful if Smartsheet had a function like ENCODEURL. Currently we have to build an ugly formula with multiple embedded SUBSTITUTE…
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Has anyone tried to create a trivia game using Smartsheet?
Hi Everyone, I would like to create a weekly trivia game for my team members and my thought was to use a form to populate answers to the sheet. However, I don't want them to be able to see what other people wrote. I thought about using DynamicView to allow only view access by user, but I'm wondering if I can be more…