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Can a Smartsheet form submitted auto-populate PDF then triggers DocuSign
Hi, I am trying to deploy a reimbursement system for my office. Once a person submits a form via smartsheet, I need to have a PDF pre-filled with all of the info including the ones that will be linked to other cells. Once the PDF is prefilled, I will need it to go thru DocuSign for signature. Once the user signs I will…
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New row addition in sheet based on flag from seperate sheet
I think the request is best summarized as an example. I am using a sheet to track daily client updates. In those updates, I have a column that includes the client name and another column that includes a flag to mark if the client had an outage. When that flag is marked, I'd like for a row to be created automatically in a…
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Renaming columns affects reports
Why is it that changing the name of a column in a sheet breaks all the reports that include that column? I need to go into each and remove the column with the now defunct name and then add the column back into the report again. This is tedious and frustrating (what if I miss a report?). Fortunately conditional formatting…
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Form URL Link
Hello everyone. My issue here is that I have created a form and I am not sure how to shard it with other users as there is no URL Link for the form, only available for the spreadsheet. On the Manage Forms, I can only see the button, "Test This Form". Any ideas? Thank you in advance!
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Sight Template
Hey, do you guys have a template for Sight? I see that there are many for sheets but none for Sight, and the bank Sight listed as a template only redirects to an empty Sight. Would really appreciate a templace as I don't see how to modifty the width and height of the objects I'm trying to import onto Sight. Best.
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Profile Settings Mysteriously Changed?
How do I change my settings to stop overwriting cell content and default back to 'insert'? I used to be able to just type over something, but now the contents are overwritten. For example if I have "There is 90% in this." in a cell and I want to update it to 95%, it will now write over the '90% in this." completely instead…
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Question re: image attachments when using Smartsheet for Outlook Add-in
I use the add-in and whenever i am moving an email to Smartsheet, it automatically selects all images in addition to any PDF or other attachment. My signature line contains 6 images and so every time i add something through the add-in, it tries to pull these same 6 images. I must de-select them each time. So here's the…
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Shift license and owned sheet at same time to new user
I have 6 licenses and 6 licensee's and want to transfer a license to a new person from a current person and transfer the owned sheets to the new person. Problem is that the license needs to exist with the new person to give the sheets to that person, but i can't give them the license until i move the owned sheets. I hate…
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Default form date to Today + constant
I am creating a form that un licensed users will use to submit requests. I want the default for the form to be Today + 4 business days. Is this possible? It looks like the default date can either be hard coded to a specific date, or set to Today. Any help would be appreciated!
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Flagging duplicate registration plates
Hi, this is my first post on the forum. I use smartsheets for work but I have created this account to use the forums. I am attempting to create a formula that will allow me to use conditional formatting when two entries use the same registration plate number. The sheet is set out like this (im unsure if the link at the…
