Forms
Discussion List
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Embed form in an automated email
I would like to be able to embed a form in an automated email that is sent out to people once a week, so that I can request status reports. I would like to use this, instead of an update request, so that I can have a historical record of previous status and comments. Embedding the form will improve the user experience,…
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Form Visibility From Workspace Level Without Clicking Into Sheet
It would be amazing to be able to see the forms associated with the sheet from the workspace panel without having to click into the sheet. When you click into the sheet, the dropdown arrow then appears in the workspace tab next to that sheet and you can see the forms. The dropdown arrow should be there without having to…
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Cross-sheet conditional logic while waiting for dynamic filtering for linked dropdowns
Context Sheet 1 (Budget) contains the budget for a division with multiple teams. Each line item is associated with a specific project/team ([Project Name]). Each project has a Cost Center [CC] number and internal order number [IO] to tie spend back to the specific project at the end of each month (pulled from master list,…
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Form is not saving all of the information
I have a 2600 line Smartsheet and a form to fill it out with. ALL users, since last night, Oct 19, can fill out the form, but it is not saving all of the fields, only some of them. I have tired incognito mode, same problem. Everyone is logged in correctly. There have been no changes to our form or our Smartsheet. Using…
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How to send encrypted forms response email
I'm gathering Benefit Enrollment Form data (which includes Social Security Numbers) in a Form that feeds a Data set. I realize that while the participants are entering in their information the "Data (including attachments) submitted through Smartsheet forms is encrypted end-to-end. Smartsheet uses industry-standard…
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Data collected by form seems to be changing.
Is anyone else running into this issue? Let's say I have a form with a question that has 2 radio buttons they can select: yes and no. They select the "yes" radio button and submit the form. When we go back to the spreadsheet, it has been switched to "no". This is a fairly new occurrence. I'm wondering if anyone else has…
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Using Claude and Smartsheet - The best combination!
I wanted to share a great valuable insight I gained using Claude. I have built sheets, forms, reports, and dashboards that I wrote a book about. I then uploaded my manuscript and used the MCP connector so Claude could identify if what I described in my manusctript is what I developed. It helped me correct where I missed…
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Multiple Line Entries with one Form Submission
It would be great feature if one form could be used to fill in multiple lines/rows on a sheet. This would be super useful for my team. As of now, form entries can only create singular row entries on sheets.
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Error when submitting a form
Hello, One of my coworkers repeatedly gets an error while attempting to submit a form. It takes several tries for it to go through. She refreshes, clears cache, deletes cookies, etc. She has tried switching between Edge and Chrome, going incognito, etc. Today it finally let her submit once she deleted and readded the PDF…