Customize your forms by changing their layout, showing or hiding Smartsheet branding, and adding security settings. Add custom colors, a background, and a logo to the forms you build in Smartsheet.
USM Content
Format your form
Change the background
You can use a .png, .gif, or .jpg file up to 5MB as an image background.
Select the form you want to edit.
Select the Edit icon or open the form builder.
- In the top left corner of the form builder, select the Format Background icon.
- Select either Color or Image.
- For Color, enter the hex value or select Change to open the color picker. When ready, select Apply.
- For Image, browse your computer for the file you want to use. When ready, select Apply. Alternatively, you can drag and drop your file into the upload box.
You can't edit the font type, font size, or the background color of an entire text box.
Before uploading, make sure the background image is high resolution and not compressed to prevent blurry images.
Change the logo
Your logo can be a .png, .gif, or .jpg file up to 2MB or 240x60 px.
- Hover over the logo at the top of the form builder to reveal the Change button, and select Change.
- Select Browse, choose your logo, and then select Apply. You can also drag and drop your logo onto the upload box.
- Use the Show Logo toggle to show or hide the logo on the form.
- Use the Colors Settings & Logo form to edit the color and logo of your form.
Revert to the default logo
- Hover over the logo at the top of the form builder to reveal the Change button.
- Select Change.
- Select Revert to default.
Adjust your settings
Theme & Brand
Customize your form layout
- Select Form > Manage Forms... Learn more about finding your newly created form.
- Open the form you want to customize.
- Once you're in the form builder, go to the Settings tab.
- In the Theme & Brand section, select a layout from these options:
- Vertical: You want your logo, title, description, and form to have a center alignment.
- Side-by-side: You want your description visible while scrolling through the form.
- Plain: You want to embed your forms in a website without including any logos, colors, or formatting from the form.
Show Smartsheet branding on the form footer
This option is on by default, but only Business and Enterprise users can turn it off to remove Smartsheet branding from the form footer, confirmation footer, and mobile web form.
Learn more about branding Smartsheet with your own colors and logo.
Security
All forms are available to anyone with the link by default, and the submitter's email address is anonymous.
If you include a Created by column in your form, the value you see is web-form@smartsheet.com.
Ensure your form is secure
Options listed here vary depending on the minimum security settings your System Admin sets.
- Go to the Security section in the Settings tab of the form builder, go to the Security section.
- Turn on the security settings you want to use for the form.
Require Smartsheet login to access this form
When you use Require Smartsheet login to access this form, anyone accessing your forms needs to log in with their Smartsheet account.
If you've included a Created by column in the form, and you set it to allow only Smartsheet users to submit responses, the column reflects the submitter's email address.
Restrict form access to people in my account via the Safe Sharing List
When you use Restrict form access to people in my account via the Safe Sharing List, anyone accessing also needs to log in or create an account, and their user login domain must match an approved domain in your Safe Sharing List in the Admin Center.
Safe Sharing is only available in Enterprise plans.
Reduce spam with CAPTCHA
ReCAPTCHA detects any suspicious activity and challenges suspected bots. You can enable reCAPTCHA to prompt users to prove they're not bots.
When a user chooses to receive a copy of their responses, Smartsheet automatically enables reCAPTCHA on all forms.
To avoid sending copies of your form, turn off the Send Email of Submissions option in the form builder.
China blocked the invisible reCAPTCHA on its internet platforms. Form submitters in China may experience issues if you've enabled this option or if they've selected Send me a copy of my responses.
Form submission
Set up what the submitter sees after the form is complete
- In the Settings tab of the form builder, go to the What should happen after the form is submitted section.
- From the dropdown list, select the action you want to apply.
- Display this confirmation message: Only those who complete the form see a default confirmation message. Type over the default text if you want to customize the message.
- Reload the same form for another entry: Choose this option if you anticipate multiple responses.
- Send the user to link: Use this feature if you need the user to go to a website after submitting their form responses. You need to enter the URL where you want the user to land.
Specify where new submissions should appear on the sheet
You can add the new form entries at the top or bottom of the sheet.
- In the Settings tab of the form builder, go to the New Submissions should appear on the section.
- Select where you want to add the new form responses.
If submissions appear after several blank rows, remove those rows.
Smartsheet doesn't add new submissions under a specified parent row or cell.
Send the user a copy of their form responses
- In the Settings tab of the form builder, go to the Send Email of Submissions section.
- Select Allow submitter to email a copy of form submission.
- Type over the default text if you want to customize the message.
Anyone with access to the form can submit information to the sheet.
