5 Ways To Create A Form In Smartsheet

Quick Links :

Creating forms in Smartsheet is an excellent way to streamline data collection, automate workflows, and enhance collaboration within your organization. Smartsheet, a popular project management and workflow automation tool, offers a range of features to help you create custom forms that cater to your specific needs. In this article, we will explore five ways to create a form in Smartsheet, highlighting their benefits, steps, and practical applications.

Unlocking the Power of Smartsheet Forms

Before we dive into the methods, it's essential to understand the importance of forms in Smartsheet. Forms enable you to collect data from team members, stakeholders, or even external users, which can then be used to trigger automated workflows, update sheets, and notify relevant parties. This helps to reduce manual errors, increase productivity, and improve overall efficiency.

Method 1: Using the Form Builder

Smartsheet's Form Builder is a user-friendly, drag-and-drop tool that allows you to create custom forms without requiring any coding knowledge.

Steps to Create a Form using the Form Builder:

1. Log in to your Smartsheet account and navigate to the "Forms" tab.
2. Click on the "Create Form" button.
3. Choose a template or start from scratch.
4. Drag and drop fields to create your form.
5. Customize field properties, such as labels and descriptions.
6. Add logic and rules to your form using conditional statements.
7. Save and publish your form.

Method 2: Using Google Forms Integration

Smartsheet integrates seamlessly with Google Forms, allowing you to create forms using Google's intuitive interface and then connect them to your Smartsheet account.

Steps to Create a Form using Google Forms Integration:

1. Create a new Google Form or edit an existing one.
2. Set up the form to send responses to a Smartsheet sheet.
3. Connect your Google account to Smartsheet.
4. Map the form fields to corresponding columns in your Smartsheet sheet.
5. Save and publish your form.

Method 3: Using Microsoft Forms Integration

Similar to Google Forms, Smartsheet also integrates with Microsoft Forms, providing another option for creating forms.

Steps to Create a Form using Microsoft Forms Integration:

1. Create a new Microsoft Form or edit an existing one.
2. Set up the form to send responses to a Smartsheet sheet.
3. Connect your Microsoft account to Smartsheet.
4. Map the form fields to corresponding columns in your Smartsheet sheet.
5. Save and publish your form.

Method 4: Using a Smartsheet Template

Smartsheet offers a range of pre-built templates that you can use to create forms quickly.

Steps to Create a Form using a Smartsheet Template:

1. Browse the Smartsheet template gallery.
2. Select a template that matches your needs.
3. Customize the template to fit your requirements.
4. Save and publish your form.

Method 5: Using a Third-Party Form Builder

If you prefer to use a third-party form builder, such as JotForm or Typeform, you can integrate these tools with Smartsheet using Zapier or other automation platforms.

Steps to Create a Form using a Third-Party Form Builder:

1. Create a new form using your chosen third-party form builder.
2. Set up the form to send responses to a Smartsheet sheet using Zapier or another automation platform.
3. Connect your third-party form builder account to Smartsheet.
4. Map the form fields to corresponding columns in your Smartsheet sheet.
5. Save and publish your form.

Get the Most Out of Your Smartsheet Forms

By leveraging these five methods, you can create forms that streamline data collection, automate workflows, and enhance collaboration within your organization. Remember to:

• Use conditional logic to create dynamic forms that adapt to user input.
• Integrate your forms with other Smartsheet features, such as workflows and dashboards.
• Use form responses to trigger automated workflows and updates.
• Monitor form performance and adjust your design accordingly.

By following these tips and exploring the various methods outlined in this article, you can unlock the full potential of Smartsheet forms and take your workflow automation to the next level.

Share Your Thoughts

Have you created forms in Smartsheet using any of these methods? Share your experiences, tips, and best practices in the comments below!