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NEW! Real-time Inventory and Scheduling in Forms
Hey Community! Your forms just got smarter! You can now use linked dropdown columns in your sheet to automatically hide options as they are claimed. This is a perfect solution for tracking inventory or booking slots without worrying about over-selection. If you'd like to get this setup, all the info you need is in this…
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Form Printable Format with Conditional Logic clearly displayed
Our company relies on Smartsheet forms for both internal and external projects, and they’re fantastic! The only challenge I face is the print-to-PDF format. For simple forms, the layout is manageable, but when conditional logic is involved, the printed version becomes much harder to read.
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Basic Timesheet Functionality
I have built a timesheet for each of the foremen at my construction site. I would like them to be able to use their iPads to input the times. When they open the smartsheet, the dropdowns for hours do not appear in the sheet (Chrome and IPad). I'm sure there is something simple I am missing, could anyone assist?
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Changing cell value automatically based on form responses
I have a form that will be filled out internally. There's a cell labeled "Department" which contains 8 dropdown list values. There's a another cell called "Executives" which are the leaders of these departments. In the form, I'm attempting to do a logic where when you choose a specific "Department", then the cell…
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Forms & automation
Hello, I use Smartsheets in a Higher Education setting. I have one sheet (Sheet A) for a list of students this sheet contains their student id numbers, email addresses, as well as other helpful information. I built a If Yes/If No check column on this sheet as well. My next sheet (sheet B) is a form that is asking is the…
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Auto-populate an email into a form to reduce error
Is it possible to auto-populate an email domain in a field where people are asked to enter their email address? For example, I would like users to only have to type their name, without needing to enter anything after the “@” symbol, to reduce the chance of personal email addresses being entered.
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Form Receipt option to send to others as well.
In the form settings option, as it currently stands, there is only an option to check a box to send a "receipt" of completion to yourself. I need the option for my buyers and assistants to send the "entry receipt" to not just themselves but also to an email address that they designate. Can you please add an option to "also…
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Dropdown values aren't showing in form using the new dropdown link to sheet
I used the new feature with the dropdown column type where you can reference a single source sheet for dropdown values (thank you, Smartsheet!), but when I am creating my form, it doesn't show that field in the form —- see error message below. Has anybody experienced this and if so, what did you do?
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Form automation - API
I'm looking to develop a solution for copying forms from one sheet to another, based on matching fields in the forms. I am having difficulty, however in getting forms to appear as an attribute or an associated object to a sheet. What is the correct way to use the API for listing/discovering the forms associated with a…
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Enable Dynamic Variables in Email Subject Lines for ‘Send as Attachment’ Feature
Many users need to automate report deliveries with contextual information (e.g., month and year) in the subject line, similar to how Automations allow cell value references. I propose adding support for dynamic variables (e.g., {{ColumnName}} or date placeholders) in the email subject and file name when using the “Send as…
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Anonymous Survey
Hello, I am looking to send a survey to my team, I would like for it to be completely anonymous, is this something Smartsheet can do? If not is there something we can do to make is as anonymous as it can be? Thank you!
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Sharing form links via a dashboard
I've created a Dashboard with links to all of the forms that employees may need to submit (mileage reimbursements, equipment check out, injury reporting, etc.). If I share the dashboard with an "All User" group will they be able to access and submit all of the forms on the dashboard?
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Limit Time-slot selections
I am creating a sign-up form for an event, in which people will select a time slot to attend (1:00, 1:15, 1:30, etc.). There are 12 possible selections, and I can have a maximum of 4 people select each option. It would be wonderful if after the fourth time an option is selected it either disappears, is greyed out, or the…
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Change Order Management
Does anyone have best practices for collecting and managing Change Order requests for Project Plans please?
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How to automate data involving dates and sum totals
I have been researching this topic for some time now and have been having trouble finding an answer - hoping the Smartsheet hivemind can help! OBJECTIVE: To obtain a sum total of data submitted via a Smartsheet form, based on submission date. CONTEXT: I work for a transportation company, and we use a Smartsheet form to…
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Generate documents not working
the "generate documents" function is not working, it keeps hanging in the backgound job. Same with trying to download, also keeps hanging. This is accross multiple sheets, the documents are not generated. Anyone who can assist?`
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check boxes aren't updating
Hi all, I send out 3 update requests on MWF. The only one that updates is the Monday one. W+F don't update so I don't have any follow-up. I know that they are clicking on the boxes bc I saw it happen. Boxes on the right are: working on it, done, need help. Working on it gets sent with the W update. Done is the Friday…
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how do you copy an old smartsheet
We track Time and Effort on Smartsheets. Once the form is filled out we need the Smartsheet to move on to the approver. Nothing is working like it did last year.
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Why does my assigned to cell default to brown when form is filled out
My Assigned to cell defaults to brown when the form user fills out a form, i do not have any conditional formatting or automation to reflect this, this just started happening recently
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allow a "form" to be used when doing a workflow automation
instead of "all fields" or "specific fields" in "message incudes:" on a update request or setting up a dynamic view for just one row using multiple different filters and another automation rule, please allow a selection in "message includes:" a "form" to be used when doing a workflow automation to update a single row, so…
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Prioritization Best Practices
We are looking to implement a more quantitative, objective prioritization method for our project portfolio. What are some of the best ways to set this up in Smartsheet? If you include on your intake form, how do you count on those submitting to be objective?