Once a form is created, you can manage it from the Form Manager.
If you're using a trial version of Smartsheet, you can create forms, but you can't share them.
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
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 |
---|---|
Use this option Edit | To do this Edit the existing form and its contents. |
Use this option Open Form | To do this Open your form in a new tab. |
Use this option Share Form | To do this Access the sharing modal and decide if you want to share your form via email, using a link, or embedding it on your website. |
Use this option Copy Form URL | To do this Copy the URL of the form to your clipboard and paste it elsewhere, such as into an email or document. |
Use this option Copy Embed Code | To do this Copy the embed code to your clipboard to embed the form in a dashboard or website. |
Use this option Duplicate | To do this Create a copy of your form on the same sheet, but with a new URL. |
Use this option Properties | To do this Show the form status, the number of entries submitted, the form creator's email address, and the creation date. |
Use this option Deactivate | To do this Deactivate the URL (accessing it displays an error message), but preserve it and the form to use it in the future. |
Use this option Delete | To do this 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.
If a sheet ends up in a state where no one in your organization has owner permissions, the form becomes completely inaccessible.