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Can I attach a document as help text in a webform?
Hi there, I need to include a budget template in a webform I created. My initial thought was to embed a link to the template, but it does not appear to be possible to put a hyperlink in a Smartsheet webform. Can I attach a word doc/excel spreadsheet to the webform help text somehow? Best, Molly
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Please move "Refresh" to the toolbar, and give me a keyboard shortcut.
I would really like to see "Refresh" added to the toolbar. I think a lot of other people would too. Synchronizing changes with other collaborators in near-real-time relies on hitting refresh repeatedly. It's hidden behind a drop-down. Getting new users to refresh (or save) consistently as a matter of best practice has it's…
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Form Field to Comments
Is there a way to have a field on my form that would input the text to the comments for that row?
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Tracking overall attendance to event
Building 2 different pages, one for general registration throughout the year, another to Track which companies have been to which events. The Registration is coming easy but how do I get it to fill in the Tracking sheet/report? So the Registration will track all the attendees for an event, of which there could be 1-10…
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Creating an Alert for Attachments
I'm using a Form to collect data that is populated in Smartsheet, and the form asks each user to include an attachment with their submission. I'd like to be able to mandate that the form cannot be submitted without an attachment OR set up an auto-notification to the user submitting the form to submit an attachment if that…
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Update Requests (Templates - multiple cc's?)
I have a standard request that gets sent to different people to update a row or rows. There may be more than one person responsible for the updating. I tried sending the request to 3 people but only the first gets the "open form" button. Also, I want to CC their supervisors instead of just me. Is there a way to create a…
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Update Request Forms that Include Parent Rows
I am relatively new to using Smartsheet and have just introduced this tool to the business. In order to gain good buyin I am using the update requests to show how easy it is to keep sheets up to date. The one thing that is a little disappointing about this great feature is that there doesn't seem to be a way of including…
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SIGHTS - WOWZA!!!
My workplace just moved up to Enterprise, and I'm loving what I'm learning about Sights! Finally, a place to share information without having to share the underlying sheets. Beautiful work, Smartsheet!
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Sheet to sheet selective data transfer (for new rows)
I currently have two active sheets. The first sheet, we'll call "intake" and the latter "Projects". If I review a *new* row added to "intake" and determine I want to copy it over to "Projects", I need selective data from certain columns on that sheet to transfer to certain columns on "Projects". The columns do not directly…
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Forms
I am literally new to Smart sheet and feel very lost. I am trying to send out a form for meetings and then they would reply on SS as to wheather they were going to attend or not? I am notified of changes and the responses go to a different row and it does not show date of response or a name? What am I doing wrong?