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Form capabilities question
Hello, I’m hoping to use Smartsheet to recreate a form that I have currently designed in Word. The form will be used by Subject Matter Experts (SMEs) within my organization to contribute content for training session development. The form would ask SMEs to provide details such as key topics, priority level, key messages,…
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Where do I find my form to edit it?
I have created a dashboard and placed my form on the dashboard. I would like to change a couple of things on the form but I don't know where to find it to be able to edit it. I'm very new to Smartsheet, so please be gentle.
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Email automation with attachments?
Hi all- Wondering whether any of you have worked with automations involving sending emails with attachments. I am working on improving our system for issuing travel reimbursements post-conference (we have to use a specific Excel form for now sadly), and we are currently using Smartsheet/Generate Document to generate…
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Some Users unable to submit smartsheet forms & some users not receiving attachments in automated email
Hello, We recently launched a regional initiative to request purchase orders via a Smartsheet form. There's about 60 submissions per day. We've experienced issues with some users who suddenly lose the ability to submit the form and is causing a bit of a headache trying to manage this. We've investigated all sorts of…
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Merged: Hidden Cell in Form not populating in Smartsheet
This discussion has been merged.
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Merged: Hidden fields now no longer showing up on forms
This discussion has been merged.
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If the checkbox is checked copy the row
I am having issues solving a problem. I have a sheet containing multiple columns (3 text/number, 1 date, 1 contact list, and 1 checkbox). Made out of around 150 rows. I want the rows copied to another sheet if the checkbox is checked. I tried: Using a copy row automation which works but rows are always copied at the end of…
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Automation workflow not including attachments in notification emails correctly
Hi ! I am trying to figure out why some email notifications include attachments and others don't. I have a few teammates who add attachments to the rows when certain columns are triggered by a checkbox. I have my automations set below. And you can see once column was checked email includes attachment, but same email it…
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Need to Understand Basics
Is anyone a SmartSheets pro that could get on a call with me for no longer than an hour and go over some basics (to you I'm sure) on how this system works? My Launch10 package was used mostly to set up my first sheet and I never had the time to actually learn how to use the system. I have automations set up but there are…
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Conditional Logic in Forms
I’ve started building a form in Smartsheet using the Smartsheet Form Builder, and the responses are successfully populating my sheet. The challenge I’m running into is creating conditional logic within the form to narrow down selections. For example, if a user selects a state (such as Florida), I’d like the next question…