Introduction to forms

Reasons to use forms

The option to use forms is used when you want to collect information from people.Forms also allow you to add new rows to a sheet based on the submission of the form without having to access the sheet directly.

How to create a form

Compared to Google forms, smart sheets can be created easily because the table becomes the source of the form immediately.The procedure for creating it is as follows.

First, open the sheet to which you want to attach the form.

Then, in the menu bar, select Form from the menu on the smart sheet.

Click the form creation option.

When you create a new form, all columns in the sheet are automatically added to the form.That's where smartsheets are great, and then you just have to choose which columns to put in the form.

By default, the form title is the same as the sheet name, and the form fields are the same as the sheet column names.This is of course editable.

Form settings

Then select the element from the center of the form preview and edit the element settings displayed in the right panel.

When you have finished setting up the form, click the Save button.

Check the form

Then select the Open Form option to verify that the form is configured correctly.

The form will open, so try filling it out and see if it's reflected in the sheet.

Go back to the sheet and make sure that the data you entered in the form has been added.

Make sure that one line is added exactly as you entered it.

Common mistakes

A common mistake is when you select "Bottom of Sheet" in "Where new entries are made" in the form settings, and when you create a sheet from Google's sheet import, it is blank. Please note that if about XNUMX rows have already been imported at the same time, a new row has been added to XNUMX rows at the bottom of the sheet, and you may mistakenly think that the form is not working.

I noticed that the form contains "contacted by email" for internal use, so I will return to the form settings and remove it from the form items.You can also delete unnecessary items by dragging and dropping them onto the left field panel.

Form sharing

Then, if you want to email the form directly, click the Share Form option.Then copy the form link or insert it into a web page or dashboard.

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