first
Here are some forum conversations about how to create a simple checklist in Smartsheet.
Question summary
- I want to create a checklist of 50 items.
- I want to be able to select the items I want by clicking on the checkboxes.
- I want to be able to restore the list
- I want to be able to leave comments
- I want to be able to group items into categories
Answer summary
You can create checklists like the one above using Smartsheet's following features:
- Option to allow multiple values per cell
- Dropdown list column type
- Smartsheet forms
How to add a "Select All" checkbox that automatically selects all checkboxes
Unfortunately, Smartsheet forms do not have a "select all" button like sheets do. You can use the following method instead.
- Preselect all items as default
- Add "All" button
- Use form logic
Summary
You can use Smartsheet to create checklists with a variety of functions. Please feel free to create your own checklist using the information above.
Key Point
- You can create checklists with options to allow multiple values per cell and a drop-down list column type.
- You can add commenting and categorization features using Smartsheet forms.
- A "select all" checkbox that automatically selects all checkboxes can be created using form logic.
Translation of correspondence
malok taylor ✭✭
11/15/23 Edited on December 2023, 11
Hello ! I would like to create a simple checklist for my clients. There you'll find a list of 50 items, and if you want that item, all you have to do is click a check box. Simple like that.
It would be nice to be able to revert the list if I change my mind about something.
Other things that are nice to have:
- Option to leave a comment (e.g. "I need two of these")
- The option to group items into categories displays all items in each category at once. For example, look at the list of animals and select the animal you want. Next, go to the list of cars and make further selections there. If you wish, you can return to the animal and change your selections before submitting.
What should I do?
best answer
jmyzk_cloudsmart_jp ✭✭✭✭✭✭
11/15/23 Edited on December 2023, 11
@mallochtaylor
Do you want something like this?
You can use the drop-down list column type with the Allow multiple values per cell option.
seat
https://app.smartsheet.com/b/publish?EQBCT=d36382b34c5e406990a782e7730da944
Shape
https://app.smartsheet.com/b/form/c97e247588224e5dad717fa501ea04ce
malok taylor ✭✭
wonderful! Thank you very much. works perfectly. Thank you very much.
Related questions
malok taylor ✭✭
Actually, I have one more question regarding this…otherEasy way to add a "Select All" checkbox that automatically checks all checkboxesIf your client likes all but one animal, it may be helpful to be able to "select all" and deselect the odd animal.
jmyzk_cloudsmart_jp ✭✭✭✭✭✭
11/19/23 Edited 11/19/23
@mallochtaylor
Unfortunately, forms don't have a "select all" button like sheets do. 😅
You can pre-select all items as default or add an "All" button as shown below.
https://app.smartsheet.com/b/form/f3d2ea9c0c8e4765b1a6517ecf45f381
jmyzk_cloudsmart_jp ✭✭✭✭✭✭
Another technique is to use form logic.
- Add helper columns such as All Animals and Top 20 Cars*.
- (*) Maximum number of multi-select drop-down lists is 20.
- Add an "From All" selection to the drop-down list.
- Use from logic to display animals from all and cars from the top 20 fields when "from all" is selected.
- Add helper columns such as animal selection and car selection.
- Determine the user's selection using an expression like this:
- =IF(Animal@row = “from all”, [animal from all]@row, Animal@row)
- =IF(Animal@row = “from All”, [Animal from ALL]@row, Animal@row)
https://app.smartsheet.com/b/form/3bd8120fd9b7480aa411939e3b5f4472
