Forms

Form builder: bulk processes
There is no way to apply settings to multiple form fields at once — required flags, validation, display options, and help text must be set field by field. Ask: bulk select + bulk apply for field settings in the form builder (required, validation type, display-as, etc.). Building a 30-field form shouldn't mean 30 rounds of…
Form builder: default fields to Required
When building a form, every field defaults to optional, so the builder must manually check "Required" on each field that needs it. For compliance/reporting forms, the common case is required — optional is the exception. Ask: default all form fields to Required (or offer a "mark all required" toggle), so the builder…
Best practice for updating intake data that was received through a form
Our PMO workflow starts with a project request form. Data from this populates a Projects Intake Sheet (all projects) and a Project Portfolio Sheet. Once a project is provisioned, it populates a Project Intake Sheet then multiple project artifacts. Here's the use case: sometimes the original information submitted by the…
Get Email from Contact Name
Formula or some option to get the email address associated with the Contact name. A name can be anything a user chooses (variable), but an email is not variable and can be used to do lookups more accurately than a name. (Relying on someone to type it in correctly is asking for trouble.) I currently use DataMesh to get the…
Deactivate form after set # of entries/submissions OR by date
It would be a great thing to be able to specify that a form be made inactive after a set # of entries. For example, my company is sending out an email with a link to a form created to gather demographic information on the individuals. The first 40 submissions are eligible for a 'free lunch' and we don't want to continue…
Table in Forms
It would be extremely helpful to be able to add a data table to a form. I need to be able to ask users to provide details about, for example, grazing in multiple paddocks. My table would look like this: Column 1 Header: Paddock No. Column 2 Header: Crop Type Column 3 Header: Area Please add this to the list of development…
report unselected options in form
Hello, For ease of form use (and keeping a positive tone), I've created some drop down menu where users can select "all that are true" from a variety of options. It would be useful for those of us viewing the submitted forms to be able to easily see which options were not selected- as those highlight gaps in service.…
Document Generator Cutting Off Text
I have a form I'm trying to export as a PDF via the document generator function. No matter how I tweak the settings in Smartsheet and/or in the mapping PDF, I can't get the text to wrap. It always stays in a single line and cuts off. Is there a way to make the text wrap? Attached is an example of how every export pulls.
making options in dropdown unavailable if selected already
How to make dropdown options become unavailable (in both forms and sheets) once they’ve already been selected. Example: If a patient books an appointment, that time slot is automatically removed or disabled so it can’t be chosen again.
Enforce Character Limits in Forms & Dynamic View
The character limit for a cell is 4000. When users fill out a cell in a multi-line field of a form or Dynamic view, they're allowed to enter/paste more than 4000 characters and then the data is truncated and lost with no indication or warning. Please a.) enforce the 4000 character limit in all cases, and ideally b.) allow…

Form builder: bulk processes
There is no way to apply settings to multiple form fields at once — required flags, validation, display options, and help text must be set field by field. Ask: bulk select + bulk apply for field settings in the form builder (required, validation type, display-as, etc.). Building a 30-field form shouldn't mean 30 rounds of…
Form builder: default fields to Required
When building a form, every field defaults to optional, so the builder must manually check "Required" on each field that needs it. For compliance/reporting forms, the common case is required — optional is the exception. Ask: default all form fields to Required (or offer a "mark all required" toggle), so the builder…
Best practice for updating intake data that was received through a form
Our PMO workflow starts with a project request form. Data from this populates a Projects Intake Sheet (all projects) and a Project Portfolio Sheet. Once a project is provisioned, it populates a Project Intake Sheet then multiple project artifacts. Here's the use case: sometimes the original information submitted by the…
Get Email from Contact Name
Formula or some option to get the email address associated with the Contact name. A name can be anything a user chooses (variable), but an email is not variable and can be used to do lookups more accurately than a name. (Relying on someone to type it in correctly is asking for trouble.) I currently use DataMesh to get the…
Deactivate form after set # of entries/submissions OR by date
It would be a great thing to be able to specify that a form be made inactive after a set # of entries. For example, my company is sending out an email with a link to a form created to gather demographic information on the individuals. The first 40 submissions are eligible for a 'free lunch' and we don't want to continue…
Table in Forms
It would be extremely helpful to be able to add a data table to a form. I need to be able to ask users to provide details about, for example, grazing in multiple paddocks. My table would look like this: Column 1 Header: Paddock No. Column 2 Header: Crop Type Column 3 Header: Area Please add this to the list of development…
report unselected options in form
Hello, For ease of form use (and keeping a positive tone), I've created some drop down menu where users can select "all that are true" from a variety of options. It would be useful for those of us viewing the submitted forms to be able to easily see which options were not selected- as those highlight gaps in service.…
Document Generator Cutting Off Text
I have a form I'm trying to export as a PDF via the document generator function. No matter how I tweak the settings in Smartsheet and/or in the mapping PDF, I can't get the text to wrap. It always stays in a single line and cuts off. Is there a way to make the text wrap? Attached is an example of how every export pulls.
making options in dropdown unavailable if selected already
How to make dropdown options become unavailable (in both forms and sheets) once they’ve already been selected. Example: If a patient books an appointment, that time slot is automatically removed or disabled so it can’t be chosen again.
Enforce Character Limits in Forms & Dynamic View
The character limit for a cell is 4000. When users fill out a cell in a multi-line field of a form or Dynamic view, they're allowed to enter/paste more than 4000 characters and then the data is truncated and lost with no indication or warning. Please a.) enforce the 4000 character limit in all cases, and ideally b.) allow…

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