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Filter options not showing
Hi all, I am trying to create a filter to only show one selection from a drop down list. When I begin to create the filter and go to select which option I'd like to filter, it's not there. The option shows up on the form and in the Smartsheet but does not show as an option when I try to add it to a filter. Any suggestions?…
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Changing File Directory for downloaded attachments
Hi all, For context, I use a Form to manage incoming service requests and generate PDF Work Order attachments. I would like to change the file directory for downloaded attachments to a shared folder rather than 'Downloads' so my supplier has visibility of the work orders when they are assigned. I can't seem to find an…
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Can I add an import template for the user to download and then import before they submit the form?
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Merged: Document Generator X Intake Form = PDF Intake Form
This discussion has been merged.
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Change a form submission + approval needed
Hi all, I'm working on a build request is asking: use form to submit new project - DONE be able to revisit the prior form submission to change certain key fields the key change needs to be approved before data change is made on the sheet Can someone provide some ideas for step #2 ? some posts mentioned about Dynamic…
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Wildcard Email Address In Form
I currently have a form with a contact list field that allows multiple email addresses. Because of this, users can input values that are not email addresses. It is possible to validate a contact list field that allows multiple email addresses? If you can't, is it possible to input a wildcard so that field requires the…
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Basic A/P and A/R payment tracker
We're a property management company with a construction arm. Our construction is basic and requires us simply to track Owner/Address/Date of approval/Job number (which we create)/Contractor's Bid/Change orders/Payments to Contractor/Balance to contractor/Our Bid/Change Orders/Payments to us/Balance due us/A/R for cash paid…
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Where is the "today" default date for forms?
In this updated version of SS I don't see the option for "Today" on the calendar. Has this feature been moved or disabled?
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Applying a formula for the whole column
Hi! I currently have a formula for a specific cell in a row. I would like to apply that formula to all cells in the same column. I tried dragging the formula down as far as I can go, but when a new row is added from a form, it seems to add way down my sheet (not consecutively after the last entry) and the formula is not…
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Form drop down selection query
Hi, Is it possible to create a form based off a sheet where you can select an entry already in the primary column which would then allow you to update specific other columns? I would like to have a form where I can select an entry in T Number column, then update Cal Due, In Cal checkbox and comments columns. Is this…