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Send Forms via SMS
Would like to see a feature where we could send forms (or link to forms) via text messaging or SMS. Would like to send the form via SMS to the customer so they can fill out the form. Also, would like the clean looking PDF form created by the form submission to be auto sent back to the customer, instead of the Smartsheet…
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Form Upgrade to Pull In Data from Another Smartsheet Source
It would be extremely helpful if there was a way to have data pull into a form from another Smartsheet source based on selections made within the form. Example: On the form there is a dropdown to select a client property number. The property Name, Address, and any additional property information are then pulled into the…
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Edit Intake Form
Hello, During my Intake process I have a number of fields that allow "TBD". After Control Center creates a project I have a need to later address those "TBD" fields. I can go into the sheet and make the changes, but I'd like for the project manager or team manager to be able to make the changes. The data will then cascade…
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Can I use a sheet to create a purchase order form?
I'd like to create a purchase order form that allows users to select items from a drop-down list and display the quantity and total of each item. I have created a sheet, but all of the items in the primary column do not appear as a dropdown.
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Can I have a form create new sheets with each submission?
Hello! I am trying to create a form that everyone on my team can use to gather contact information from clients. The preference would be for each form submission to create a new sheet since each one would be for a different client. We found that Microsoft Forms will allow us to do this, but it doesn't look as polished. Can…
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Is it possible to send emails to form submitters?
I have a public facing form and was looking to provide an automated response to the form submitter, but the submitter is not part of our organization/part of contact list. I would like to use the e-mail address they provide to send an answer. Hopefully with the document attachment that is created automatically through…
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Is Smartsheet HIPAA Compliant?
I work for a behavioral healty practice and we are interested in using this tool to manage several projects NON related to any patient or confidential information. We would have to integrate those record keeping systems for this to become an issue with compromising that type of personal data?
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Sheet shows BLANK rows, there is a "MOVE rows" worflow, is that why?
Is it possible that a workflow that MOVES rows to another sheet too basically do a CUT/PASTE (like in Excel), and then you are left with BLANK rows on your original sheet? I cannot think of any other LOGICAL reason why this would happen. The users enter the data from an Intake Form, it gets placed onto this sheet. They do…
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Forms
On the App - "In Smartsheet forms, is there a way to capture or upload an image directly into a specific column cell (per row) without using the Attachments field? I need each section of the form to have its own dedicated image, not just general attachments for the row."
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Form Sharing
I am trying to share a form w/in my academic institution, however, I can add some employees but not others. They all end w/ the @****.edu and are verified email addresses. Has anyone seen this before? How should I proceed?