FormReasons to use
Information can be easily incorporated into the table
Easy to make
With the introduction of Google Workspace, it is said that in-house questionnaires will become popular at once.It's very easy with Google Forms without specialized knowledgequestionnaireBecause you can make the form of.However, forms in Smartsheet are even easier, and if you have a table, you can quickly create a form.
In either case, the results can be included in the table. In both Google and Smartsheet, the table is called a sheet.
There are merits such as automation by making it a tabular format
By importing data into a table, you can perform various operations by using functions and automating them.
Forms are ideal for collecting field data, managing requests, managing event subscribers, managing customer feedback requests, collecting, and more.
In addition, about the difference between the form of Smartsheet and the form of Google, and the cooperation method,This article.
Information can be collected without sharing a sheet
Sharing has certain risks
The most common way to get information on a sheet is to share it with edit permissions.However, the editing authority is a powerful authority, and it is possible to delete all the rows of the entire sheet, and in principle, you can see all the information on the sheet. (Regarding security considerations in sharingThis articleplease look at. )
Smartsheet forms allow you to easily collect and respond to data without sharing a sheet and from people who do not have a Smartsheet account, such as unspecified customers, contractors, clients, etc. increase.
Relationship with Google form, logic explanation video
A description of the features of Smartsheet forms. (continuation)
The video is a continuation of the form explanation, and since it is an intermediate level, it is a little in-depth.
・ Comparison with Google form
-Import from Google form
· Utilizing logic in Smartsheet forms
A video with a brief explanation of just creating a formLower It is in
An explanation video of other processing by logic
- Other processing in the drop-down list (If you use the drop-down list in the form, even if you allow non-list items in the sheet, you will not be able to enter items other than the list. I will try to include other contents.)
- As an example of using the logic in the Smartsheet form, we will explain how to get the name and phone number registered at the time of initial use when the existing customer is made to omit the name and phone number other than email.Specifically, if you have all the mail, name, and phone in the initial registration in the workflow, copy them to another sheet and bring the necessary information in VLOOKUP, a function that refers between sheets called the cross-reference function. explain. )
- In addition, I will explain the problem when adding a row at the bottom of the sheet in the form settings.
A video with a brief explanation of just creating a formLower It is in
Comparison with update request
Another way to collect information without sharing a sheet isUpdate request"there is.You can use the update request to display existing rows without showing rows on other sheets, or to narrow down to a specific column and request to update its contents by email.
The difference between "update request" and "form" is that an update request can only be made for an existing row.Whenever you receive information in a form, a new row is added.
There are also differences such as the ability to use logic in forms and the ability to brand.
- Conditional logic You can use to create a form to ask a respondent a question related to that respondent.
- Form with background color, logo, text, images, GIFs and moreBrandingYou can also.
Information can be collected in a unified format
It is partly common with the above "Easy to import information into the table", but you can unify the data to be entered such as name, phone number, email, reason for purchase.
Problems of collecting information such as emails
For example, when receiving product information to be included in a catalog from a trader.The traditional method of manually collecting requests by email has the problem of being prone to mistakes and misunderstandings.
Problem of the method to have Excel sent by e-mail
I often see examples of sending an Excel form and having it filled in.For example, my old nest postal group often showed the Excel form to the post office and branch offices and asked them to reply by e-mail.
Copy and paste inefficiency, possible error
The problem with the method of having Excel sent by e-mail is that each person has to open the Excel sheet and copy and paste it to another sheet, which is inefficient and may be a mistake.Some postal groups used a system that automatically captures email excel, but even if you do not do that, you can use Google or Smartsheet, so you can collect a large amount of information cheaply and safely using a form. ..
E-mail is a risk of mis-sending
In the first place, sending by e-mail means that the person specifies the destination, so the problem of erroneous sending can occur.
With forms, consistent and error-free information is entered directly into the sheet.
Use forms to collect information
You can collect and organize information within Smartsheet by creating and sharing forms.When you create and share a form, every time the form's data is submitted, its contents are displayed.It will be added as a new row at the top or bottom of the sheet.
You can use the form to complete surveys, collect requests for projects, or accept product orders.
Anyone who has access to the form, You can use the form to send information to the sheet.
When the form entry is submitted, a new row is created on the sheet.If you want to edit an existing line, send an update request.Detail is,Save time and work faster with automated workflowsSee the article about.
When submitting a form from a mobile device, the mobile app (iOS or sending us a message on Android) To open the form.
Create a new form
Form creation demo video
This video demonstrates how to create a form from where the sheet already exists.
Open the sheet to which you want to attach the form.
Click Form> Create Form at the top left of the sheet.
Automatic capture of sheet column items
When you create a new form, all columns in the sheet (except system columns) are automatically added to the form.Each field serves the same function as the corresponding column type.
The form is pre-populated with fields that automatically correspond to the columns in the capture sheet, and each field name and field type matches the corresponding column.
Column type match
For example, for a "comment" in a string / number column type item, the form field will have a text box.
On the other hand, if there is a date column type Correspondence Date, the form field will display a calendar for selecting the date.
Data validation
Smartsheet forms allow you to use data validation to some degree of normalization of the information entered in the form. For Smartsheet data validationThis article.
If more strict normalization is required (for example, when receiving information on products to be included in the catalog shown in the above example from a trader, specify full-width or half-width kana for the product name and enter it. If you need to do it, we recommend that you use Google's form and use the linking function to import it into Smartsheet.This articleIt is explained in.
Contact lists and drop-down lists include a Limit to list values check box.If you select this check box, users who submit using the form can only select from the values listed in the column values.
"Limit only to list value" can be used as a set with "Hide" and "Logic", and can be used as a technique to enter a certain value as a default value without being aware of the form user.Also about this techniqueThis articleI'm touching on.
For more information on column types, seeUse the best column type for your data."
By default, the form title displays the sheet name and each field displays the corresponding sheet column name.
Select an element from the center form preview and edit the settings displayed in the right panel.For more information on field settings, seeEdit or delete fields on the form."
Use Settings at the top of the Form Builder to adjust form-level settings.For more information, seeManage form display and submission options."
When you have finished setting up the form, select Save in the upper right to save your changes.
Preview and see how to share the form
- Select Open Form to preview the form and make sure it is set up properly.
After previewing the form, close the browser tab where the form is displayed. - Select Share Form to email the form directly from Smartsheet, copy the form link, or embed it in a dashboard or web page.
- Select the left arrow at the top left of the Form Editor to close the window and return to the sheet.
Form preview
Tip: It's a good idea to actually enter the information on the preview screen to see how it's entered on the sheet.The idea is to always test how the information is actually captured before publishing or sharing the form.
By the way, when I was the director of a certain research institute, I was often told that "whenever I make a questionnaire, I will fill in the answer myself."When I actually fill it out, I find that it is difficult to write the answer, and that the question was not appropriate in the first place, or that I should prepare an option.
Form sharing
Method by email
Tip: Email sharing is on the top right"Sharing Form"Do it from the menu of.
When sharing by email address, be sure to explain to the message why, background, and purpose the form was shared.Good habit.
Sharing by link
Tip: I think link sharing is probably the most common way to share.You can send the link by email or you can put the link on the dashboard.
Sharing by embedding
Tip: Embed is used to display the form directly on the dashboard, home page, etc.
For example, an example of simple inventory management in the steering board experienceDashboardIs an example.
The name of the form you created is displayed in Form Manager.Form Manager allows you to distribute forms, view form properties, and more.
Sharing a form allows other users to use it to add information to the sheet.Each form entry appears on the sheet as a new row when submitted.
Editing the form does not change the link to the form.The changes you make will appear on the form when you save.
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