1

I have created a form to capture some series of data. One of the fields on the form is for the user that is completing the form to key in their email address.  I would like to create workflow automation when a certain trigger has taken place (example a checkbox checked) for the alert to be triggered

3

Hello All,

We are using SS and considering DMS options (Efilecabinet, Box, M-file) to manage the bulk of docs we handle in the process.

Wondering if anyone in the community that has a DMS in place can provide feedback or advice on their implementations. (how well it integrates with SS, potential

3

My organization has just started using Smartsheet and I created my first form. I have a required "Email" field. I also enable the submitter the option to receive a email copy of their submission, which also requires an email. I announced the form and asked for feedback. Immediate and understandable

3

(Total noob with SmartSheets)

I’m using Smartsheet URLs in an LMS training course at the end for feedback and suggestions.   Currently we construct the link inside the course and it opens a web form when clicked with some of the fields pre-filled in based on user info from our LMS.  It’s good to

1

Hi all

I am looking for the best way to create a document tracking checklist that tracks all necessary documents in our loan origination process for EACH applicant that may be on the loan. There could be 1 applicant or there could be 5. We could have individuals or entitys on the loans as well. I

1

I am trying to get one box to check under one or another conditions.

1. when a certain cell has any text

2. When another certain box is checked

The function I came up with follows, but it doesn't seem to work. There might be one small tweak I need to make, but I am still new to making formulas.