Forms

Introduction

Smartsheet forms make it easy to collect and act on data from anyone. They are ideal for collecting field tickets, managing requests, registering for events, collecting customer feedback, and more.

This learning track includes:

  • Create and edit a form: Learn how to create a new form, modify or remove items and fields, and add conditional logic to ensure you ask relevant questions for each person filling out the form. 
  • Change the appearance of forms: Learn how to adjust theme and brand settings as well as adding custom branding to your form with background colors, logos, text, or images.
  • Review and distribute forms: Learn how to review your form before sharing it with colleagues, contractors, clients, and others so that they can easily submit information and files from their desktop and mobile devices, wherever they're located.
  • Best practices: Learn best practices for scalable data collection in Smartsheet.
  • Troubleshooting: Learn how to fix issues related to forms.
  • FAQs: Read frequently asked questions about forms. 
  • Manage form responses: Learn how to arrange, edit, and set up automations on the sheet to organize incoming data, trigger alerts or updates, and streamline your workflows based on form submissions.