You can attach almost any type of file to a sheet, row, or comment. This is useful when you want to relate files to items that you’re keeping track of in Smartsheet. You can attach files stored on your computer or files stored in supported third-party cloud storage services.
Open the sheet that you want to attach the form to. Click Forms > Create Form on the menu bar at the top of the Smartsheet window. In the form editor, you’ll see the title of the form at the top and the names of all the form fields underneath.
To add an existing form field back to the form, click on the field in the left panel to add the field to the bottom of your form, or drag and drop it into the exact location you want.
Who can create and edit forms in Smartsheet?
The sheet Owner and anyone shared to the sheet with Admin permissions can create and edit a form. A license is required to create and edit forms. Anyone with access to the form can submit the form. If have a Trial version of Smartsheet, you can create forms, but those forms cannot be shared. Not sure of your plan type or whether you have a license?
One query we ran across in our research was “How do I use forms in the sheet?”.
Use a form, for example, to collect survey responses, intake project requests, or gather product orders. Anyone who can access the form can use it to submit information to the sheet. Form submissions will always create new rows.
How do I collect information in Smartsheet?
Collect Information with a Form Create and share forms to gather and organize information within Smartsheet. After you create and share a form, each form submission will be added to the top or bottom of your sheet as a new row. Use a form, for example, to collect survey responses, intake project requests, or gather product orders.
This makes forms an excellent tool for gathering survey answers, work requests, or new orders. When you create a form in Smartsheet, everyone you share it with can submit new info to the sheet. Note that there is no downloadable Smartsheet app for Windows nor Mac. Instead, you can instantly access the app via its browser version.
How do I add a new field to a sheet?
To add a new field to the list of available fields in the left panel, click +New Field, enter the field name and field type, and click Add. A corresponding column will also be added to your sheet. You can then add the new field to the center panel preview at any time.