Totals and calculations in forms

Mary Wall

allow users to add section to request amounts and total them

something like:

blue widgets needed - #

red widgets needed - #

green widgets needed - #

Total widgets = # blue+# red+# green

Maura Schanefelt

It would be great if we could have people fill out forms (with weighted answers) and get the score right away before they submit or perhaps it could appear on the submission response page when they hit submit. This would help to quickly assist the individuals rather than having to sign into our account, find the specific project and look for their answers.

vanhieu

HI Smartsheet dev team,

i'm using a form app to review my worker performance,

each selection, they will put a number ( EX : good = 20 point, med = 10 point , bad = 0 point )

So , final, i will base on all number soccer to rank my worker

everything i use form is OK, but i want a feature that help sum of number from the fields in Form before the submission, my worker can know sum of their soccer

Hope that idea can be real soon

Thank you

vanhieu

Audrey Howard

Hello! I apologize if there's already an idea open for this-

But what would be a great addition to forms is by expanding the logic options. Specifically it would be great if once you select a drop-down in the intake form, you could have it show the result of an already established formula column as a 'preview'.

For example, if this is a request intake form, the 'request type' could have three options: rush, standard, stock. In my sheet, if 'rush' is selected, then the sheet adds +3 days to todays date in a new 'due date' column. If this was integrated into the form, and someone was going to submit a new request, they'd enter that day's date (4/01/2023), and then selected 2- standard, there would be a read-only field that gives the result of the formula: 4/6/2023. If the submitter then sees that this turnaround date is not soon enough, they could change the dropdown to 1- rush, and see the estimated date update to 4/4/23, and then they could continue with submitting the form.

kmay

I am trying to mimic a form that has a built in excel calculations for purchase orders. It would be great if Smartsheet would allow some sort of table with calculations within the form builder.

Joe Goetschel

We have a Control Center solution and forms that are tied to RAID logs and more.

We have no way on a FORM to automate a project name or ID

We would love (like on Card View) for a Column Formula to show static information on the form that pulls from the sheet. OR the option to pull Sheet summary data to the form. This would again be a static field not editable from the form.

This way we could automate the project ID and Name to show up on all forms without the extra touch.

BMiller828

Would be nice to be able to have forms autofill as you fill out. After users click on the dropdown buttons, a numerical value is assigned and this is totaled in the background. I would like the total from all the form buttons to auto fill the "total risk value" box. Then users can make a decision based on the total value.

Jerrie T

I asked the SmartSheet Phone Support person if it was possible for a form user, when submitting a form, to enter a date in one field and to have the system automatically calculate another date based on that entry. We ask the person to choose three date options for having a class and want to only show the dates that are 3 weeks later than the date that they are submitting the form. Currently, the form is static and would not be able to pull from any formulas or automation to allow this to happen. SmartSheet community, please vote for this idea as it looks like it would also help others who want this type of automation in the form. Thanks!

agoodkeensavage

Forms that could calculate using form submissions and data from the sheet would have many uses.

Jade Boring

When putting a formula into a hidden line in a form, every time the form is submitted a ' is automatically inputted in front of the formula. This obviously prevents the formula from acting like a formula, but instead just shows the text.

This form allows folks to scan a QR code to get the part code (shown as TESTITEM in example above), then the formula would pull in the item name. This would be helpful to our warehouse staff as there are too many part codes to memorize. Not sure if anyone else has tried to use formulas like this or if they have had the same experience, but it would be a much smoother end user experience to be able to use formulas in a form such as this.

I do not want to make a formula column because of some niches we have with our system. This is the best solution I could come up with (other than creating yet another helper column), but it doesn't work.

Maybe put in a Formula option in the field settings validations would help solve this?

SoS | Dan Palenchar

@Jade Boring

A formula column will be the only reliable way to achieve this result.

You could expand your formula with an IF() statement to only apply it some of the time. You could also move/copy rows to other Sheets that contain column formulas to achieve the same result of conditionally applying a formula to your form.

You could also use DataMesh which is a nice tool for large databases that need to be queried.

If there are other niches of your system that need to be considered let me know and I can try to offer a solution!

Sally Wico

Our employees use a Smartsheet purchase requisition form. They enter the qty and cost per item, but t

he form cannot show them the total $ they entered so they cannot double check their math (a headache upon receipt and in accounting).

It would be awesome if Smartsheet could incorporate simple math functionality, much like placing an Amazon order, where the math is done for the consumer.

Rachel Beck

Having calculations pre-built in forms would be a game changer. In addition to summing up a product order, I'd also like to include an index/match reference. Ex: when a site number is entered, the address, city, state, and manager for that location prefills instead of the team manually entering it in.

JenO

It would be very helpful to have the ability to show columns that use column formulas on a form so that the user entering the form can see the data but not be able to edit the data for that field. This is particualry helpful when the user selects an item from a drop down, for example a Customer name and the delivery address is auto populated. If this address is not where the form user wants the delivery to go there can be a check box that allows the user to select, which would then provide a secondary field for the delivery address that they could then manually enter. This way they are not having to type the delivery address each time they load the same customer for an order. Is this something that is possible?

SModesitt

1. Allow forms to include columnar formula fields as visible but read-only
2. Have capability for the formula results to show while the form is being completed by the user without the user having to Save first (which closes the form)

Adrian Mandile CHESS

I agree. Even though a record is not actually created until the form is submitted, if the column has a column formula or uses any sheet summary fields, they should still be operational as a form is always attached (subordinate) to a sheet.

This may be difficult to achieve if the formula uses @cell (not sure). But if there is any restriction, then didn’t allow such columns to be ‘pre’ calculated or selectable in the form.

Along these lines, any conditional formatting from the sheet (for input or calculated columns) could also be allowed to flow through to the pre-submitted fiom.