Open the sheet that you want to attach the form to. Select Forms > Create Form on the menu bar at the top of the Smartsheet window. Select an element from the center form preview to edit its settings, displayed in the right panel. Use Settings at the top of the form builder to adjust any form-level settings. For more information, see Manage Form Display and Submission Options. When you’ve finished setting up your form, select Save at the top-right to save your changes.
Log into your Smartsheet account. Find the sheet in which you want to create a form. Click on the “Forms” tab in the upper left-hand corner of the app window. Select the “+ Create Form” to make a new form. Note: If you can’t see the “ Forms” tab, it’s because the Menu Bar is hidden.
How do I use forms in Smartsheet?
For more information about plan types and included capabilities, see the Smartsheet Plans page. 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.
How do I create a smartsheet?
Learn how to create a sheet in Smartsheet. On the left Navigation Bar, click the Solution Center (plus) icon.; In the left panel, click Create, and select the tile for the item you want. TIP: In the Solution Center panel, you can also search for a template using the search field and categories.
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.
You’ll find hundreds of pre-built templates in the Solution Center right in the Smartsheet application. You can customize these pre-built templates in the same way you can edit sheets —for example, you can edit cell data, change column types, or include your own attachments as needed.
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 create a dashboard in Smartsheet?
Click the Menu icon (upper-left corner of the Smartsheet window), then click the Solution Center (plus) icon. In the left panel, click Create, and select the Dashboard tile. Type a name for your dashboard and then click OK. A new, blank dashboard appears. Click Add Widget at the top of the pane to add data to your dashboard .
How do I create a drop down list in Smartsheet?
Open Smartsheet and decide where you want to add a dropdown column. Click on the three-dot icon on the column header where you want to add a new dropdown list. Either choose “Insert Column Right” or “Insert Column Left.” A new tab will pop up.
If you right click on the column header and choose “Rename Column”. Then choose “Dropdown List” a box will appear to the right and you can place your dropdown choices there. I don’t think you are missing anything.
How do I create a drop down list in word?
Click on the three-dot icon on the column header where you want to add a new dropdown list. Either choose “ Insert Column Right” or “Insert Column Left. ” A new tab will pop up. Enter the title of your new dropdown list in the field.
The reason dropdown lists are used in the first place is to systematize the collection of important information and to maintain consistency in data assortment. There are two types of dropdown columns – single select columns and multiple select columns.