How To Create Amazing Forms In Smartsheet

[@shroogi1]

How great is this video! elevated my level from zero to 100%. Great job, great explanation and great tone.

[@workflowmyworkload]

Awesome thank you man

[@michaelzwingle2479]

Great video. Do you have a video on managing the database based on the submissions from the form you created?

[@workflowmyworkload]

Not yet but I definitely can!

[@DingDongGrahamBell]

Quite informative and easy to follow. Thank YOU!!

[@workflowmyworkload]

You're very welcome!

[@designerdstudios]

Great video, I have a question about where I must go within the settings to be able to assign who receives the form every time they're completed?

[@workflowmyworkload]

Hi I’m glad it was helpful! On the sheet itself click on “Automations” (top left section of screen) and choose option to create an automation from scratch. For the Trigger choose “when row is added”, and for when Primary column is “not blank”. Skip Conditions (in purple). Then on the automation itself choose “Alert Someone” and then choose either someone specific by typing an their email or choose from a contact column you already have in your sheet. Finally on the bottom right click “Save”. Then go back to your sheet and now every time a form is submitted that person you chose (or the person in the contact column if you went that route) will receive an email and an alert from Smartsheet that a new form has been submitted. I hope this helps!

[@releaseandgoverntherapeuticser]

@@workflowmyworkload Hello thanks for this video. I tried the above steps, however it comes over to me in yellow and says " 1 row added or updated (shown in yellow)" . Is there a way to just have the complete form sent over to me once submitted rather than once a row is added?

[@lizbethjuveracardenas1855]

Hello thank you for all your guides, is there anyway I can create a form/ file to share to our collaborators so they can check their info?... for example if they introduce their employee ID; the the form/file can show them all their information (area, shift, manager) only as a viewer?

[@workflowmyworkload]

Yes! In the form, in the “helper text” in a field, you can actually add links. Create a Report with filter “current User” so anyone who logs in can only see what they are assigned to (aka their id number). Then take the URL link of that Report and paste it as a hyperlink in the form “helper text” field. I hope this helps!

[@lizbethjuveracardenas1855]

@@workflowmyworkload thank you!

[@nanadaimehokage1189]

There is a way to change the data from one dropdownlist in base the selection of another one?

[@RICHARDGALIDO]

Great video. I gotta ask. I am making a form that will search the certain meaning to a term. Do you think this is possible?

[@workflowmyworkload]

A sheet can definitely do that - it will be the "CONTAINS(" Formula nested inside a "=IF(" Formula that would look for a specific term. It will look like this formula if its a checkbox if a certian term is found: =IF(CONTAINS("whatever specific term", [ColumnYouAreSearchingIn]:[ColumnYouAreSearchingIn]),1,0)

[@priyankaawasthi9350]

That's a great video, I'm trying to create scorecard in Smartsheet FORM can you help me with the formula

[@SophornPhath-Sin]

Hello, I already have column set up with numbers. When using forms they select that column and the number but it doesn’t populate to that line it goes on a new line instead. Is there a way to fix this?

[@workflowmyworkload]

Each form submission creates a new row. If the same row just kept getting updated it would erase the previous answer. If you are fine with that then instead of a form I would create a Status Update automation -here is a video I created to show you how to do just that: kzbin.info/www/bejne/gIDLipp8jqqtkNE

[@MissyChelle]

Thank you for these Smartsheet videos

[@workflowmyworkload]

Absolutely!

[@shaishaul-q7j]

There is an option to send the completed form to the sender in case he wants to update details so that it will update the same line and not open a new line

[@ameliajimeno9322]

Say I wanted to add multiple entries/rows for the coffee shop using a single form, maybe locations. How could I have the user enter info for different locations without having to re enter the same info..

[@workflowmyworkload]

I would create 2 forms. the first form that captures the info that does not need to be repeated but does have a unique identify (example: the person's name filling it out) Then, create the second form for the different locations, but have the first question be the person's name. Then you could create a Report and group all entries by the person's name. Or on a different sheet (or the same sheet) you could do a index collect formula to capture all of that person's entries based on their name (unique identifier) Video for Reports: kzbin.info/www/bejne/al68naGaZa1nZrcsi=y4n3WxqOrvJSfvCv Video for IndexCollect Formula: kzbin.info/www/bejne/pHWtlK15n9OGrMksi=NNXEmP5Q7o9RdPGJ I hope this helps! If not let me know and Ill see if we can jump on a call

[@RinkiSachdeva-t6c]

If I select the entries to show on the bottom they are showing on Row 78 or so whereas all the rows above it are empty. Would you happen to know how to fix that?

[@workflowmyworkload]

This has happened to me before. I deleted all the blank rows above my actual entry. Then saved it and refreshed it. then all entries going forward would show up on the bottom correctly without blanks. I hope this helps!

[@angelatucker826]

Question, if I want to have the answer already on the form, how can I do that? We will be sending this out to our consultants and we wanted to add the project name etc on there for them.

[@workflowmyworkload]

Hi! You will simply add a field to the form "Project Name" and type the actual project name in the Default cell (When creating the form the Default would be on the bottom right of Form in edit view), then for "Project Name" you toggle "Hidden" so that it is hidden from the End User filling out the form BUT it is still be populated on the sheet. You can also have that column "Project Name" live on the sheet and just have a formula pull in the Project Name (if it is different project names on a sheet) with a formula Iike "=INDEX(COLLECT", then you wouldn't even need "Project Name" on the Form, it will automatically fill itself in based on the formula.

[@basaballg]

How to increase the size of the text field to enter multiple comments

[@workflowmyworkload]

In the form edit mode, when you click on a text field, the panel on the right of your screen should have an option (about half way down) to choose “Multi text which will enlarge your text box on the form. You can then update the space number right below that option from 3 to a higher number to make the box even larger

[@lisaleone2296]

I still say these forms, with field after field after field, are really NOT aesthetically pleasing and tend to be cumbersome for anything more than a simple survey.

[@workflowmyworkload]

Smartsheet has been making a lot of updates lately, and hopefully it will update form aesthetics.