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Is there a way to use a Smartsheet form to do a survey with an auto-response?
I'd like to use a SS form to do a survey, and then when a person submits a response, have them get an auto-generated message like 'Thank you for submitting, a member of our team will contact you shortly to discuss your submission'. Is that possible?
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Workapps and Forms
@Genevieve P. I'm using workapps to provide a form, Dynamic view and a dashboard. The user is able to open the dynamic view and see the dashboard, but when they try an open the form it says "You don't have access to this form and to contact the owner". I'm the owner and I'm able to open the form under their access. Is this…
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Document Builder Automation with Forms
Can Document Builder be automated so that after a form is filled out the document is automatically created and sent to the person who filled out the form (or any other identified person)?
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Send only Columns in row with data when sending Notification
Any way to, when sending notifications on a row being added or edited, omit columns that have no data? Say I had an order form with 100+ possible items on it. I don't want to send a 5 page email detailing all the items the person did and didn't order, I want to have the notification only include the handful of items the…
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Forms on the android mobile app - text fields have no 'enter' option?
We are using forms to collect data, including addresses within text/number fields. Users are saying that they are having to put whole addresses on one line as they have no option on their phones to hit 'enter' and drop down to the next line. I have tested this on the PC app and have had it tested on Iphones and it works…
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Form data not loading into sheet correctly
I have created a timesheet and form to go with it. I have several people using the form as a test pilot. Whenever one particular person enters the required information into the form, it loads into the spreadsheet as something else. For example, this person entered today's date (2/29/24) and the amount of straight time…
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Form link field validation
Hello, Is there a way to add validation to a hyperlink field on a FORM? I could run a check after submittal, but that is more effort than it is worth. Double Dipping here: I was reading an article on the best online forms. They recommended the error notification be immediate. I have many students baffled by what is wrong…
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Paginate a long form
Hello community, I'm new to Smartsheet and have a few questions for using the Forms. I have a survey questionnaire with 20 questions. Is there a pagination feature in Smartsheet that lets me break the long form into several pages? It's a common feature in mainstream survey tools like Qualtrics or SurveyMonkey. Is there a…
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RFQ and Invoice
Hi Team, I am trying to find a template to create/form a RFQ for a customer and then turn that into an invoice. So for clarity - customer ask for a quote to build a product that has multiple steps to complete. for example: Purchase metal, cut metal, shape and form metal, weld metal, pain and ship. Steps and processes might…
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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…