The smart sheet form allows you to enter information on the sheet from inside and outside the organization.You can enter information by sharing sheets or rows, but the form does not require sharing.
Here, we will explain (XNUMX) the fact that smart sheet forms can be easily created from sheets and the advantages of smart sheets, (XNUMX) comparison with Google forms, and (XNUMX) cooperation with Google forms.
Features of smart sheet foam
You can easily create a form from a sheet
The advantage of smart sheet foam is that you can easily create foam from the sheet.For example, in Google forms, there is a link from form to sheet, but as far as I know, the function of creating a form from sheet is not standard, and you need to use add-ons.In smart sheets, sheets are the basis, and forms are a way to enter information specified in rows on this sheet.Since the sheet is basic, when you open the menu to create a form, the items on the sheet are automatically imported to the edit screen of the form, and the user can drag the items to rearrange them in the order they like, or unnecessary items. Can be deleted.After dropping the item, edit how the form will look to the user.For example, it is possible to edit what is "user" in the item of the sheet and edit the "label" in the form to display "customer", or say "help text". It is possible to add, for example, "Please enter your company name" so that the user knows what to enter.Of course, standard settings such as whether to make the item a required item are also possible.
There is a function to get the data at the time of input by the form but input the default value without displaying it to the user
I think this function is a little advanced function, but I think there are various ways to use it.For example, suppose that line is for processing a request from a customer, and there is a status item in that line.Assuming that the status is received, assigned person, contacted person, resolved, etc. as the initial stage, the status can be set to "received" when the customer fills out the form. ..To do this, hide the status and receive the initial value.This will automatically set the status to the default "Receive" every time you fill out a form, without you having to fill it out. '
You can now use the logic of whether you can display another item from the previous item.
What kind of function is this? For example, you can use it when you want to display the question of whether you are pregnant only to women in the form for filling in the symptoms of the clinic.To achieve this, add logic to the gender field and set it to display the "Are you pregnant?" Field for women.
Data normalization such as email addresses can now be used
Comparison with Google Form
Google Forms is a very useful feature, and I've heard that companies that have implemented Google Workspace (G Suite) have been experiencing a storm of surveys with forms for some time.
Here, I will compare Google form and smart sheet form and explain my thoughts on which case to use.
| Form comparison | Smartsheet | |
|---|---|---|
| Automatically created from the table | can | Not possible |
| Automatic input in hidden state | can | Not possible |
| Detailed input restrictions | Can be partially | can |
| Flow control | Can be partially | can |
| Display of images and videos | Can not※ | can |
| Survey result graphs, etc. | Can be done but not automatic | Can be done automatically |
| Test scoring | Cannot be done automatically | Can be done automatically |
Cooperation with Google form
Now, I will explain how to link Google Forms and Smart Sheet to input the input contents of Google Form to the sheet of Smart Sheet.
Install add-ons from the marketplace
Install add-ons from the marketplace on the Google side instead of the smart seat side.
Operation with Google Forms
An add-on icon will appear at the top of the form, click it, and then click Smartsheet Sync.
Summary
With the add-on as above, you can use Google forms to enter data into the smart sheet.
There are good points in each of the smart sheet and Google forms, and usually we use the smart sheet form that makes it easy to create a form, but if you need strict input restrictions such as using images / videos or regular expressions, Google It can be used in conjunction with forms and add-ons.
Another option is to use Appsheet forms, but I'll explain this at another time.I would like to explain the use of Google Forms regular expressions and flows at another time.