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Using a fillable PDF as a form to fill in Smartsheet
Hello, I am looking for ways to use fillable PDF (attached) as a form to fill out Smartsheet. Similar to how a form is generated in Smartsheet, is there a way for a fillable PDF to be used as a "custom form?" Each field can be defined and mapped beforehand to the corresponding smartsheet and "submit" would update the…
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Is there a way to automatically sort by entered form Criteria?
Hi, We have our vendors submitting information through a form. Right now it fills in our sheet in the order it is submitted, with an auto-generated number. One of the input fields they fill out is the location, is there a way to automatically sort and group the similar locations together when submitted?
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Electronic signature in document
I’m having service provide agreements for different clients, how to implement a e-sign workflow in smart sheet where a document is generated and sent for signature to the clients.
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Generate documents not working
the "generate documents" function is not working, it keeps hanging in the backgound job. Same with trying to download, also keeps hanging. This is accross multiple sheets, the documents are not generated. Anyone who can assist?`
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Table in Forms
It would be extremely helpful to be able to add a data table to a form. I need to be able to ask users to provide details about, for example, grazing in multiple paddocks. My table would look like this: Column 1 Header: Paddock No. Column 2 Header: Crop Type Column 3 Header: Area Please add this to the list of development…
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Form logic decision based on greater than or less than comparison?
I have a text/number field that I'd like implement some form logic to show another field if the value is 2.0 or greater. I have added number validation, but the logic options don't appear to give me an option for greater or less than. I then thought that I might create a quick formula column that would result in "Yes" or…
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Update Request Errors
Hi, We’re encountering errors when attempting to open an update request via email. Please see details below. Could you advise on the cause and next steps? Thanks
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IF Calculations
I have three columns I'm dealing with, SALARY IRA(check mark) IRA amount if the ira checkmark is checked, take SALARY *0.035 in the ira amount column
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Merged: Allow Mandatory (Required) Fields in Update Requests Triggered by Automation
This discussion has been merged.
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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.…