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Submitting forms for approval
Any help would be greatly appreciated! We have a 3-step process for travel approvals. I am able to get the forms to the correct people. I now have a request for the ability to add comments during the approval process. Staff submit request via Smartsheet form Automation forwards the form to the manager for approval Once…
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Phone number validation won't allow all zeros
Hi- We have been using a SmartSheet Form for a while, and users have been able to enter 000-000-0000 if they don't know a person's phone number. However, over the past few days, it appears that the phone number validation field will not allow all zeros any more. Is there a way that I can change this? We would like the…
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Can I remove "Select All" from Dropdown (Multi Select) form fields?
I have two Dropdown selectors in a form. Both need to allow users to select multiple options, but NEVER allow ALL options to be selected. At the top of the lists is a "Select All" options checkbox. I don't see any way to remove it in the form setup. I would expect it to be an optional feature that I could toggle on if I…
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Add Custom, Pre-Set List of Update Request Dates
Smartsheet does not allow users to enter a list of unique dates for an Update Request to be sent out. The closest users can get to this feature is setting the Update Request to be sent on a certain day and time, however, this allows the user to enter only one date for one request (or a repeated sequence like daily, weekly,…
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Editing rows using forms or some other android UI
I'm a freelancer, and I want to use smartsheet to schedule jobs and do basic accounting. I have a 'new job' form to create a row with customer and job info. I need a way to then add more data to that same row later, once the job is completed (total price, material cost, etc). Is there a way to do this with a…
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Forms: Telephone Number Validation - number of digits required
Currently unable to use telephone no. validation for Forms, as the validation requires Form users to enter a 10-digit number for New Zealand - standard mobile numbers in NZ differ between 9 and 10 digits. It would be great if the data validation could be updated to allow for phone numbers that are different to the default…
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Get Email from Contact Name
Formula or some option to get the email address associated with the Contact name. A name can be anything a user chooses (variable), but an email is not variable and can be used to do lookups more accurately than a name. (Relying on someone to type it in correctly is asking for trouble.) I currently use DataMesh to get the…
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Use Emails in Text/Number field in an Automation?
On a form, I have a field set to "Text/Number" as the "Field Type" with "Validation" → "Email" selected for that field. However, it seems I cannot then create an Automation that picks up that field/column as the contact for an automated workflow. Am I doing something wrong? If not, is there any work around to this?
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Sheet fields missing from form creation.
I have an index doc sheet with 4 columns of information to pull in onto a master sheet. I then have other fields on the master sheet which I need filled out by using a form. When I go to the form creation, it only lists 1 of my fields from the index doc sheet and master sheet to select for the form. Why is that and why…
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Unable to edit smartsheet forms without constant reboot
Is anyone having trouble with smarthsheet over the past several days? Every time I go into a form to edit it, the cursor jumps fields after each character is typed. It is so frustrating. In some cases the cursor gets frozen in a field and jumps back and forth between two fields and freezes the whole system. I have yet to…