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Webforms for help requests - best practices
We have a webform created that our customers can fill out to submit help requests. What is the best way to disseminate this webform and make it available for them to fill out? I don't want to have to email it to them, but at the moment I don't have a space on a webpage to embed the link/form. Would that be the best way to…
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Web Form
Hi there, I was wondering if there is a particular access level where someone can see and/or edit a web form without having access to the data behind the scenes? I'm asking because the person isn't computer savvy and gets overwhelmed easily but would like to be able to edit the webform since it will be used by her to fill…
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How can I put a drop down menu that dynamically updates or adds another field?
How can I put a drop down menu that dynamically updates or adds another field? I am a Project Manager. In my Web Form I created a Project Name field that has a drop down list of current projects to choose from. After I select a project, I want another field to appear underneath it to give the end user another option to…
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Building a report or form that allows the user to query for a row?
We have been thinking of creative ways to allow users to manage just what is their responsibility without the added risk of someone fat fingering a change to a row that they do not own and the question came up if there was functionality to pull up data for a row similar to a DB query? We have users submit requests to our…
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SUMIFS Function with Multiple Column Sum Range
I want to sum values over a two column range using multiple criteria but when I include more than one column in the sum range I get a #MISSING OR INVALID PARAMETERS error message. When I back off the sum range to a single column it works fine. Is the sum range in the SUMIFS function restricted to a single column?
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Alerts/Notifications with messages
I have a sheet named inspection sheet, on this sheet is several inspections that are due at different times of the week, month and year. In order to make sure these inspections are carried out I have listed the inspections in rows, on each row is the date it is due and the person it is assigned to. Therefore to ensure…
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Future Developments
I am a new user to Smartsheet. Still testing it out for the 30-Day Trial. I really like Smartsheet, but am a bit concerned about becoming too involved with it because it does lack some functionality I was hoping for. That said, only a few of the upper end (expensive) project management programs seem to do what I want.…
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Attachments
I have been using SmartSheet for about a year now. It is wonderful and suits all of our needs for collaboration with our external customers. One item i am struggling with is documents, I love using workspaces but with the number of attachments that we have per customer i would like to have the ability to do foldering for…
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New data detection
Hi I was trying to find if there are ways for smartsheet to push new row data into a database. Like when Person A modified Document X. Then through API smartsheet will send the newly modified data (rows) to the database to add to the database. I'm not sure if this can be achvied or not. But i do see that it can send out…
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Formulas Dissappear
Is there a way to keep the formulas from dissappearing? I have a formula set to check if the checkbox is checked but if the checkbox is checked independently from the main checkbox then the formula seems to dissappear. Also, is there a way to view the form as another type of user, ie...viewer, or editor? Thanks YouTube of…
