Who can use this capability
The Sheet Owner and Sheet Admins can create and edit forms. Anyone with access to the form can submit an entry using the form.
If you are using a Trial version of Smartsheet, you can create forms, but those forms cannot be shared.
Manage and Distribute a Form
Once a form is created, you'll manage it from the Form Manager. To open the Form Manager, select Forms > Manage Forms from the sheet to which the form is associated.
From the Form Manager, you can select any form to edit it, or you can take any of the additional actions listed in the table below.
Access to menu options varies by license type and sheet permissions.
Use this option
To do this
|New Form (button)||
Create a new form that will submit to the sheet.
You can create multiple forms per sheet to collect different information, or display a different format, to different people.
Open your form in a new tab.
NOTE: Submissions made to the form will appear in your sheet as new rows.
|Copy Form URL||Copy the URL of the form to your clipboard so that you can paste it elsewhere, such as into an email or document.|
|Menu||Select the Menu icon to access additional form options|
|Menu > Copy Embed Code||Copy the embed code to your clipboard to embed the form for use in a dashboard or website.|
|Menu > Duplicate||Create a copy of your form on the same sheet, but with a new URL.|
|Menu > Properties||Show the form status, number of entries submitted, the email address of the form creator, and the date of creation.|
|Menu > Deactivate||Disable the URL (accessing it will display an error message), but preserve it and the form so that you can use them in the future.|
|Menu > Delete||Remove the form and its associated URL from Smartsheet. The URL is not recoverable. Delete forms with caution.|
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.