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Smartsheet: Forms
Learn how to create and share forms that present relevant fields to users.Preview the first lesson free — get full access to all 6 lessons.
Intermediate Provider : Darren Mullen 6 Lessons · 22m in Arabic, German, English, Spanish, French, Portuguese, Chinese
Course Description
Requesting data for a spreadsheet can be confusing for end users and even dangerous for data integrity. What if a user accidentally overwrites a value in a cell? Are there columns not relevant to all users? Where should the user enter new data, at the top or bottom? Smartsheet forms allow users to enter new rows into a sheet in a structured, guided manner that you design. Furthermore, users do not have to even be shared to the sheet to add new rows.
In this module you will learn how to create a form in Smartsheet and leverage conditional logic to present only fields that are relevant to the end user. Other form settings will be explored such as form and field settings and how to customize the form and brand it for your organization. Not only can fields be hidden or shown to the user based on relevance, but fields that are required can be enforced to ensure that users at least enter in the minimum amount of data required.
What You'll Learn
- Create and share Smartsheet forms to let users enter new rows in a structured, guided way
- Configure Smartsheet form settings, including form styling and branding for your organization
- Manage form fields and elements and adjust individual field settings
- Apply conditional logic to present only the fields relevant to each end user
- Enforce required fields to ensure users enter the minimum data needed
- Share forms so users can add rows without being shared to the underlying sheet
Key Takeaways
- Smartsheet forms let users enter new rows into a sheet in a structured, guided manner that you design.
- Users do not have to be shared to the sheet in order to add new rows through a form.
- Conditional logic can hide or show fields based on their relevance to the end user.
- Marking fields as required enforces that users enter at least the minimum amount of data needed.
- Forms can be customized and branded for your organization through form and field settings.
Frequently Asked Questions
What will I learn in this module?
You will learn how to create a form in Smartsheet, leverage conditional logic to present only relevant fields, and work with form and field settings to customize and brand the form for your organization.
Do users need to be shared to the sheet to submit a form?
No. Smartsheet forms allow users to enter new rows without being shared to the underlying sheet.
How does conditional logic help in a form?
Conditional logic lets you show or hide fields based on their relevance to the end user, so users only see the fields that apply to them.
Can I make sure users fill in certain information?
Yes. Fields can be set as required, which enforces that users enter at least the minimum amount of data needed.
What topics do the lessons cover?
The lessons cover Creating a Form, Form Styling and Settings, Managing Form Fields and Elements, Field Settings, Conditional Logic in Forms, and Sharing Forms.
