Applies to
- Pro
- Business
- Enterprise
Capabilities
Who can use this capability
- Admin
- Owner
Manage and distribute a form
Once a form is created, you can manage it from the Form Manager.
Who can use this?
Plans:
- Smartsheet
- Pro
- Business
- Enterprise
Permissions:
- Admin
- Owner
Find out if this capability is included in Smartsheet Regions or Smartsheet Gov.
If you're using a trial version of Smartsheet, you can create forms, but you can't share those forms.
To open the Form Manager, select Forms > Manage Forms from the sheet associated to the form.
From the Form Manager, you can either select Create form... to create a new form, or open the three-dot menu
Brandfolder Image
under an existing form to complete any of the actions listed in the table.
You can create multiple forms per sheet to collect different information or display a different format to different people.
| Use this option | To do this |
|---|---|
| Edit | Edit the existing form and its contents. |
| Open Form | Open your form in a new tab. |
| Share Form | Access the sharing modal and decide if you want to share your form via email, using a link, or embedding it on your website. |
| Copy Form URL | Copy the URL of the form to your clipboard and paste it elsewhere, such as into an email or document. |
| Copy Embed Code | Copy the embed code to your clipboard to embed the form in a dashboard or website. |
| Duplicate | Create a copy of your form on the same sheet, but with a new URL. |
| Properties | Show the form status, the number of entries submitted, the form creator's email address, and the creation date. |
| Deactivate | Deactivate the URL (accessing it displays an error message), but preserve it and the form to use it in the future. |
| Delete | Remove the form and its associated URL from Smartsheet. You can't recover the URL. Delete forms with caution. |
Access to form options varies by user type and sheet permissions.
If you need multiple people to fill out the same form but want to specify different default values in certain fields, or automatically select the Send me a copy of my form submission checkbox, create a URL that includes unique query string parameters.