Create and share forms to gather and organize in formation 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.
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.
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.
One query we ran across in our research was “What fields are pre-populated in a Smartsheet form?”.
Our customers are often surprised to discover that each Smartsheet form is pre-populated with fields that automatically map to their sheet columns. For example, imagine that you manage content requests, and your sheet contains a dropdown list column called Asset Type.
Smartsheets document builder?
The Smartsheet document builder saves you time and removes the manual, error-prone steps needed to create customized documents with sheet data. Quickly map the fields in your sheet to a fillable PDF form — or to a Docu. Sign template when signatures are required.
Collect Information with a Form Create and share forms to gather and organize in formation 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 of course begs the query “How do I create a Smartsheet based on a value?”
Select Forms > Create Form on the menu bar at the top-left of the Smartsheet window. Select the field that will determine which other fields and form elements are displayed based on its value. This is considered the source field for your rule.
The PDF will appear on the right of the document builder. Drag and drop the Smartsheet fields from the left into the associated fillable PDF fields on the right to map fields. TIP: Type into any fillable field to enter a static value.
How do I create a fillable PDF from a spreadsheet?
Right-click any row containing data in your sheet to open the row menu, and select Generate Documents. The document builder opens. The columns in your sheet will be displayed as fields on the left of the document builder. Upload your fillable PDF by selecting the PDF icon (or use the drag-and-drop PDF Upload option).
How do I use the document builder?
The Owner, Admins, and Editors can attach generated documents to rows in the sheet. Anyone with access to the sheet can generate documents and download the documents to their device. A license is required. Use the document builder to rapidly generate custom versions of a fillable PDF using row data in your sheet.