Form Options - Automation

Good morning,

I'm trying to create a form in for entering and/or removing equipment from our site. There are times we have new equipment installed where equipment is not removed, and vice versa, but also times where both apply.

Essentially, our wish is that the contractor would complete the form and if they check a box that new equipment is being installed, one set of questions would pop up, but if they check a box that equipment is being removed, another set of questions would be enabled.

I see that this is available on the Commercial license. Is this going to be an option in Smartsheet.Gov in the future ?

Answers

  • Erin Irick
    Erin Irick ✭✭✭

    You should be able to do this using Logic in your form. Add the 2 check box columns. When you add that field to your form to the right click on logic. Then you can say when the box is checked, display "X" field(s). Using the check box would allow them to check both equipment being installed and equipment being removed if they are doing both at the same time. You can see my screenshot below, I just threw in some dummy fields to show you.

    image.png


  • Laurie Bearden
    edited 05/04/23

    Hi Erin,

    Thank you for responding. I should caveat that I am on Smartsheet.GOV...so not all functions are available as with the commercial license. It doesn't seem I have that option, unless I'm looking in the wrong location.

    image.png


Help Article Resources

Want to practice working with formulas directly in Smartsheet?

Check out the公式手册模板!
=[End Date]@row - [Start Date]@row<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":254,"urlcode":"Formulas","name":"Formulas"}]},{"discussionID":108271,"type":"question","name":"Conditional formula - if a date is less than 30 days from today","excerpt":"I'm trying to create a conditional formula to flag if less than 30 days from today. I create a separate column to calculate but I am getting an error on the formula. =IF(AND([Event Date] > TODAY(), [Event Date] <= TODAY() + 30), \"Less than 30 days from today\", \"More than 30 days from today\") Help?","snippet":"I'm trying to create a conditional formula to flag if less than 30 days from today. I create a separate column to calculate but I am getting an error on the formula.…","categoryID":322,"dateInserted":"2023-07-28T18:21:58+00:00","dateUpdated":null,"dateLastComment":"2023-07-28T19:22:21+00:00","insertUserID":159884,"insertUser":{"userID":159884,"name":"Connie Cochran","url":"https:\/\/community.smartsheet.com\/profile\/Connie%20Cochran","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-28T19:21:59+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"},"updateUserID":null,"lastUserID":159884,"lastUser":{"userID":159884,"name":"Connie Cochran","url":"https:\/\/community.smartsheet.com\/profile\/Connie%20Cochran","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-28T19:21:59+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":4,"countViews":25,"score":null,"hot":3381143059,"url":"https:\/\/community.smartsheet.com\/discussion\/108271\/conditional-formula-if-a-date-is-less-than-30-days-from-today","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108271\/conditional-formula-if-a-date-is-less-than-30-days-from-today","format":"Rich","lastPost":{"discussionID":108271,"commentID":387894,"name":"Re: Conditional formula - if a date is less than 30 days from today","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/387894#Comment_387894","dateInserted":"2023-07-28T19:22:21+00:00","insertUserID":159884,"insertUser":{"userID":159884,"name":"Connie Cochran","url":"https:\/\/community.smartsheet.com\/profile\/Connie%20Cochran","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-28T19:21:59+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-07-28T19:21:56+00:00","dateAnswered":"2023-07-28T18:55:42+00:00","acceptedAnswers":[{"commentID":387890,"body":"

Try this:<\/p>

=IF(ISDATE([Event Date]@row), IF(AND([Event Date]@row > TODAY(), [Event Date]@row <= TODAY(30)), \"Less than 30 days from today\", \"More than 30 days from today\"), \"//www.santa-greenland.com/community/discussion/104851/\")<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]},{"discussionID":108267,"type":"question","name":"Combining IF Formula for Blank\/ Not Blank Cells","excerpt":"I want to create a formula that provides the below statuses: -Complete: Based on \"Collected Date\" not null -Incomplete: Based on \"Collected Date\" null and \"Antcipated Collected Date\" null -Pending: Based on \"Anticipated Collcted Date\" not null and \"Collected Date\" null Below is what I have, but it's unparseable:…","snippet":"I want to create a formula that provides the below statuses: -Complete: Based on \"Collected Date\" not null -Incomplete: Based on \"Collected Date\" null and \"Antcipated Collected…","categoryID":322,"dateInserted":"2023-07-28T17:23:40+00:00","dateUpdated":null,"dateLastComment":"2023-07-28T18:28:47+00:00","insertUserID":164288,"insertUser":{"userID":164288,"name":"brownrobe","url":"https:\/\/community.smartsheet.com\/profile\/brownrobe","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-28T18:42:06+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":164288,"lastUser":{"userID":164288,"name":"brownrobe","url":"https:\/\/community.smartsheet.com\/profile\/brownrobe","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-28T18:42:06+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":39,"score":null,"hot":3381135147,"url":"https:\/\/community.smartsheet.com\/discussion\/108267\/combining-if-formula-for-blank-not-blank-cells","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108267\/combining-if-formula-for-blank-not-blank-cells","format":"Rich","lastPost":{"discussionID":108267,"commentID":387885,"name":"Re: Combining IF Formula for Blank\/ Not Blank Cells","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/387885#Comment_387885","dateInserted":"2023-07-28T18:28:47+00:00","insertUserID":164288,"insertUser":{"userID":164288,"name":"brownrobe","url":"https:\/\/community.smartsheet.com\/profile\/brownrobe","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-28T18:42:06+00:00","banned":0,"punished":0,"private":false,"label":"✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-07-28T18:30:11+00:00","dateAnswered":"2023-07-28T18:22:11+00:00","acceptedAnswers":[{"commentID":387882,"body":"

Greetings @brownrobe<\/a>,<\/p>

Here is a possible solution for your formula:<\/p>

=IF(NOT(ISBLANK([Recovery Collected Date]@row)), \"Complete\", IF(AND(ISBLANK([Recovery Collected Date]@row), ISBLANK([Anticipated Collection Date]@row)), \"Incomplete\", IF(AND(NOT(ISBLANK([Anticipated Collection Date]@row)), ISBLANK([Recovery Collected Date]@row)), \"Pending\", \"//www.santa-greenland.com/community/discussion/104851/\")))<\/p>

Please confirm I have your column names correct and adjust as needed.<\/p>

I hope this helps, and have a great weekend.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&categoryID=322&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&sort=-hot&limit=3&expand%5B0%5D=all&expand%5B1%5D=-body&expand%5B2%5D=insertUser&expand%5B3%5D=lastUser&status=accepted","prevURL":null,"currentPage":1,"total":10000,"limit":3},"title":"Trending in Formulas and Functions ","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

Trending in Formulas and Functions