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Perform SOX Documentation Requests
Hello, Is it possible to use the form tool to send requests for documentation? For example, I want to request documentation for a control, I want every field in the form already pre-filled out by the row of information, and I want the recipient to attach documentation based on the request description? It seems like forms…
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ALL conditional logic not working on Form
None of the conditional logic is working on the form - though when I make a copy of the smartsheet, the copy's form is working as expected? Could there be some sort of default that is assigned when a copy is created? I am suspecting the issues lies in the smartsheet itself - not the form. As the form logic has not been…
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Is it possible to see how many people have opened a form link?
We have sent out a survey and are trying to see if people are opening the link to the form and are working on getting the information together (it is a lengthy form) or if they are not even looking at it. We don't necessarily need the who has viewed it but just the number of times the link was opened. Is this possible?
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Tracking Activity on Form Links
It would be helpful to have some tracking on how many people are clicking on links for forms/open the form. We have surveys that are sent out to various partners and it would be helpful to know if the form is being looked at or not. Additional tracking could be on who has opened it (if required to log in to complete) or if…
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Is there a way to send an Update Request to multiple contacts, but only accepting the first response
I am trying to put together some workflows where an Update Request is automatically sent out to a team of 3 people, but that only requires one response. I am hoping to avoid the unnecessary time/labor of more responses than are necessary.
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How do I set up sequential Smartsheet forms that take in inputs from the output of the other?
Hi, I have set up Form A that will take in inputs from a group of users (Users A). These answers will be logged into Smartsheet A and that is working well. However, I have a problem. From the answers provided by Users A, I would need to populate one column (Project ID) from Smartsheet A/Form A as a drop-down list of…
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Copied a form and combined answers
I created a form to invite people to an event and then copied it. The new one is for a different event intended for different people, but I couldn't find the sheet, yet the form is active. If I search for it by name, it doesn't show up. The answers I'm getting from the copy are being submitted into the first sheet with the…
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I need to create a row for multiple names recorded in a form and duplicate the other cells
I use a form for group training, where there are multiple fields to add names of employees, but all other fields have the same answer for everyone. How can I create a row for each name when a form is submitted and have every other column (that is not a name) just duplicate the original's value? Getting this result can be…
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Workapps access without logging in
Is is possible to create an app in workapps and have the users enter/edit information through reports without having them to log into smartsheets? I need users to provide input to specific action items but I don't want to have to set up a username and password to access SS. thanks in advance.
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Auto fill a second column based on a drop down selection using a form
I understand I can likely do this with a very, very long VLOOKUP or IF/THEN formula in every cell, but I'm dealing with over a hundred items and that will be unwieldy. Situation: I would like to have a form where someone selects one option from a dropdown of ~100 items. That value then populates into a sheet. (This seems…
