Forms

 

Discussion List

  • Automation -Approval routing auto declined once approver open the email notification for approval

    that is my automation workflow Scenario is for example - user submitted the request for approval there are tier of approvals ; capping amount 0-99,999.00 after RA lead approved the sewhich approval is director of treasury then for the amount 100k and above approval goes to COO but in this once automation sent to the…

  • Formula Question

    I have an Action Log and in the log we have a column that identifies the different projects our team leads. There is also a Workstream column, which identifies what workstream is responsible for getting the answer. There can be more than one answer, so we have a dropdown and if multiple workstreams are responsible for the…

  • Can Smartsheet automatically email a generated PDF from Document Generation to the email address submitted in a Form?

    Hello everyone, I'm building an automated Above Ceiling Work Permit process for our hospital and have almost everything working. I'm hoping someone can tell me if the final step is possible using native Smartsheet features. My current workflow A contractor scans a QR code and completes a Smartsheet Form. The form creates a…

  • Merged: Character Limits in Forms

    This discussion has been merged.

  • Form will not submit but shows no errors

    General user here. The contractor I'm working for is using a pre task plan form. The form will not submit it just scrolls back to the top of the page. All fields are filled and no error is given. I'm using android devices. I've tried three different devices, work phone, personal phone, and tablet and none of them will…

  • Looking to track multiple projects

    Hello all, I'm new to SmartSheets so I figured I'd throw this question out there and see if SmartSheets would be a good fit for me. My team is looking to track multiple projects to guage overall project health across our environment and present this general project health in a dashboard. Our hope is to send out forms to…

  • Automation emails not sending consistently to some contacts

    I'm running into a strange issue with automations and email delivery, and I'm hoping someone can clarify how to fix this. Setup: I have a Smartsheet form with: A required “Your Email” field (Contact column) Several hidden Contact List fields populated automatically Automations use “Send to contacts in a cell” Submitted…

  • Form Logic : If yes, then show add'tl fields, if not, complete form

    I need to know if certain employees need assistance moving items. I have a yes/no field that is required. I have a logic set up for if "no" they only have to fill out 3 fields. If they say "yes" the are required to fill out the remainder questions. However, when I test the form and I choose "no" it still requires me to…

  • Form on mobile view only half visible?

    Our form is only half visible when someone tries to fill it out on their phone. Is this a problem with our website or the Smartsheet form?

  • FORMS | Make 'Send me a copy of my responses' to be View Only

    Anyway we can make this view only for security purposes? We would like to prevent users from sending responses to other users by accident.