Smartsheet mobile app: Capture information from anywhere

Applies to

Smartsheet
  • Pro
  • Business
  • Enterprise

Use forms in the Smartsheet mobile app for barcode scanning and adding a link to your location in text/number form fields. When you tap a link to a form, you automatically go to the mobile app to fill out the form, and the form will appear in the Recents section of the Home screen so you can access it later. You can also open any form attached to a sheet you’re shared to.

Open the form with the link

When you tap a Smartsheet form link that you’ve received on your mobile device—for example, in an email message—you’ll land on the app. You may be prompted to download the app if you don't have it installed. 

If you open a Smartsheet form from the mobile app, you can access it later from the Home or Recents screen in the Smartsheet Mobile App.

Here are some best practices when using Smartsheet forms on your mobile device:

  • Minimize the number of times you log out of the application. Logging out of the Smartsheet Mobile App will clear the list of forms from the app’s Home screen.
  • Avoid pinning Smartsheet form links to your device’s Home screen—this prevents the forms from opening in the mobile app.

Open forms from a sheet

If a sheet has no associated forms, you won’t see the Forms option in the mobile app. First, create a form on the sheet with the desktop version of Smartsheet.

To access an existing form: 

  1. Open the sheet. 
  2. In the upper-right corner of the screen, tap More The Menu icon.
  3. Select Forms, and tap the form you want to view.

Take pictures and mark up images before uploading them

If you have Editor access or higher access on a sheet, or if you’re filling out a form with a File Upload field, you can take a picture or upload attachments directly to your sheet, row, or form submission.

After you’ve selected files to upload, you’ll see the file confirmation screen. Select the menu button next to any image file in the list to rename, delete, or edit the attachment.

Select Edit from the menu to modify the image by cropping, rotating, or marking it.

Scan barcodes to track and find inventory

You can only scan a barcode in Text/Number fields.

Use the mobile app and the camera on your mobile device to add information to your sheet/form or to search for information by scanning a barcode.

You can scan barcodes to add data or search for existing data:

  • To add barcode information to a cell: When a cell is selected or above the keyboard while editing a cell, in the toolbar, tap the barcode Barcode icon.
  • To add barcode information from a form: While editing a form field, tap the barcode Barcode icon located above the keyboard.
  • To search Smartsheet with a barcode: In the Search bar, tap the barcode .

The Smartsheet app supports the following barcode types:

1-Dimensional

ITF14

EAN-8

2-Dimensional

EAN-13

QR

UPC-E

Data Matrix

Code-39

PDF-417

Code-93

AZTEC

Code-128

 

Add a link to your GPS location in a cell or form

You can only add a link to a location in Text/Number cells and form fields.

To create a link to a location in a Text/Number cell or form field

  1. Select the cell or form field where you want to add the link to your location:
    • To add to a cell: When a cell is selected or above the keyboard while editing a cell, in the toolbar, tap Location pin icon . This will allow the Smartsheet app to find your current location.
    • To add to a form field: While editing a form field, tap Location pin icon located above the keyboard.
  2. Adjust the pin on the map as needed, and tap Select.

After doing the steps, the link to the selected location is added to the cell or form field. The link appears as the latitude and longitude of the location.