Applies to

  • Pro
  • Business
  • Enterprise


Who can use this capability

  • Owner 
  • Admins

Collect information with a form

Create and share forms to gather and organize information within Smartsheet, for example, to collect survey responses, intake project requests, or gather product orders in a sheet.


  • Smartsheet
  • Pro
  • Business
  • Enterprise


  • Owner 
  • Admins

After you create and share a form, each form submission is added to the top or bottom of your sheet as a new row.

Anyone who can access the form can use it to submit information to the sheet.

If you want to give someone the ability to edit an existing row, you should send them an Update Request. For more information, see Save Time and Work Faster With Automated Workflows

For the best experience when submitting a form from a mobile device, open the form in the mobile app (iOS or Android).

Create a new form

  1. Open the sheet that you want to attach the form to.
  2. On the top left of the sheet, select Forms > Create Form.

    When a new form is created, all columns (except for System columns) from your sheet will automatically be added to your form. Each field will function similarly to its respective column type.

    For Contact Lists and Dropdown Lists, this includes the Restrict to list values only checkbox. When this box is checked, people submitting the form can only select from values listed in the column values.

    By default, the form title corresponds to the sheet name, and the fields on the form correspond to the names of their associated sheet columns.
  3. Select an element from the center form preview to edit its settings, displayed in the right panel. For more information about field settings, see Edit or Remove Fields in a Form.
  4. Use Settings at the top of the form builder to adjust any form-level settings. For more information, see Manage Form Display and Submission Options.
  5. When you’ve finished setting up your form, select Save at the top-right to save your changes.

Character count limits on form fields

This chart shows the limitations (if any) on the fields you can use in a form. 

Field nameCharacter count limit
Form title100
Form rich description100
Form field label100
Form field rich help textno limit
Description rich text4000
Confirmation message4000
Response field4000

Preview and share your form

  1. Select Open Form to preview the form to ensure it’s configured correctly.
    After you've previewed the form, you can close the browser tab that it opens in.
  2. Select Share Form to email the form directly from Smartsheet, copy the form link, or embed it in a dashboard or webpage. 
  3. Select the back arrow in the top-left corner of the form editor to close it and return to the sheet.

The name of the form you’ve created will appear in the Form Manager, where you can distribute it, view its properties, and more.

Once you share a form, people will be able to use it to add information to your sheet.

Even if you edit the form, the link to it will remain the same. Changes you make will appear on the form when you save them.

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