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NEW! Expanded phone number entry support for forms
October, 02, 2025 Hey Community! Smartsheet forms now support a wider range of global country codes, making phone number entry more intuitive and reliable worldwide. We’ve also added smarter validation with clearer error messages to make form submissions easier. What’s new: Expanded global country code support (40+ new…
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Forms are forcing outside users to login or download app
Hi! Our team uses smartsheet to organize requests for support and to organize our data around the requests and the support that our team provides. We have several forms that individuals use to request services, complete a self assessment, and agree the terms of our services. Most of the forms we use work as intended,…
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Pre-Filled Forms Using URL Queries: Tips and Tricks
Using URL queries to pre—fill forms seems to be catching on a bit more lately. There are a lot of resources out there, but they can be kind of spread out, so I figured I would start a thread that has some of the lessons learned, tips, and tricks that I have discovered along the way. Tip #1 [info callout] The first one that…
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Use Emails in Text/Number field in an Automation?
On a form, I have a field set to "Text/Number" as the "Field Type" with "Validation" → "Email" selected for that field. However, it seems I cannot then create an Automation that picks up that field/column as the contact for an automated workflow. Am I doing something wrong? If not, is there any work around to this?
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Sheet fields missing from form creation.
I have an index doc sheet with 4 columns of information to pull in onto a master sheet. I then have other fields on the master sheet which I need filled out by using a form. When I go to the form creation, it only lists 1 of my fields from the index doc sheet and master sheet to select for the form. Why is that and why…
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Send Forms via SMS
Would like to see a feature where we could send forms (or link to forms) via text messaging or SMS. Would like to send the form via SMS to the customer so they can fill out the form. Also, would like the clean looking PDF form created by the form submission to be auto sent back to the customer, instead of the Smartsheet…
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How to Highlight Duplicates in submit new hold Smartsheet (Identify Duplicates)
Hello,,,, I want to add a feature to Smartsheet, when a team member uploads an order in the smartsheet through the (Submit New Hold Items form) , if the order has already been uploaded previously, a legend should appear indicating this so that the order is not duplicated.
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Can I use a sheet to create a purchase order form?
I'd like to create a purchase order form that allows users to select items from a drop-down list and display the quantity and total of each item. I have created a sheet, but all of the items in the primary column do not appear as a dropdown.
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Form timeout errors
Hello, We have a Smartsheet Form that our teammates fill out & add attachments for invoice processing. The form does have conditional logic in it to cover various scenarios. The issue that we've had for a while, is occasionally teammates will get the error when submitting the form . We weren't able to submit your form…
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What type of formula should I use?
I need to add a specific start and end date dependent on which week # is selected in a "request update" form. For example, if "WK40" from the "WEEK #" column is chosen then "Start Date" would be 9/28/2025 and "End Date" would be 10/02/2025. The problem is that this is for a quarterly report, so there would be 14 weeks with…
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Is it possible to send emails to form submitters?
I have a public facing form and was looking to provide an automated response to the form submitter, but the submitter is not part of our organization/part of contact list. I would like to use the e-mail address they provide to send an answer. Hopefully with the document attachment that is created automatically through…
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Can I have a form create new sheets with each submission?
Hello! I am trying to create a form that everyone on my team can use to gather contact information from clients. The preference would be for each form submission to create a new sheet since each one would be for a different client. We found that Microsoft Forms will allow us to do this, but it doesn't look as polished. Can…
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Edit Intake Form
Hello, During my Intake process I have a number of fields that allow "TBD". After Control Center creates a project I have a need to later address those "TBD" fields. I can go into the sheet and make the changes, but I'd like for the project manager or team manager to be able to make the changes. The data will then cascade…
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Can I remove "Select All" from Dropdown (Multi Select) form fields?
I have two Dropdown selectors in a form. Both need to allow users to select multiple options, but NEVER allow ALL options to be selected. At the top of the lists is a "Select All" options checkbox. I don't see any way to remove it in the form setup. I would expect it to be an optional feature that I could toggle on if I…
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Is Smartsheet HIPAA Compliant?
I work for a behavioral healty practice and we are interested in using this tool to manage several projects NON related to any patient or confidential information. We would have to integrate those record keeping systems for this to become an issue with compromising that type of personal data?
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Feature Request: Add Customization Options to Update Requests
Our team values Smartsheet Forms for their clarity—especially features like helper text, reference links, and custom end messaging. These improve accuracy and user experience. However, Update Requests lack these options, making it harder to guide responses effectively. We’d love to see: Helper text for fields Ability to…
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Forms
On the App - "In Smartsheet forms, is there a way to capture or upload an image directly into a specific column cell (per row) without using the Attachments field? I need each section of the form to have its own dedicated image, not just general attachments for the row."
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How to restrict Form responses to data existing in the related Sheet
I am trying to create a Form that requires the user to supply information related to any item existing in the Primary Column. If I pull that existing field into my form, the user entry is a free-form field and I can't figure out how to restrict it (other than validating by data types). If I add a new field with a dropdown…
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Form Sharing
I am trying to share a form w/in my academic institution, however, I can add some employees but not others. They all end w/ the @****.edu and are verified email addresses. Has anyone seen this before? How should I proceed?
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Sheet shows BLANK rows, there is a "MOVE rows" worflow, is that why?
Is it possible that a workflow that MOVES rows to another sheet too basically do a CUT/PASTE (like in Excel), and then you are left with BLANK rows on your original sheet? I cannot think of any other LOGICAL reason why this would happen. The users enter the data from an Intake Form, it gets placed onto this sheet. They do…
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Submitting forms for approval
Any help would be greatly appreciated! We have a 3-step process for travel approvals. I am able to get the forms to the correct people. I now have a request for the ability to add comments during the approval process. Staff submit request via Smartsheet form Automation forwards the form to the manager for approval Once…