Forms - Cannot create one
![Tim Rem](https://us.v-cdn.net/6031209/uploads/defaultavatar/nWRMFRX6I99I6.jpg)
Hello All,
I am a Smartsheet newbie, and have run into a weird conundrum. In a test sheet (which utilises data from an imported Excel sheet), I am unable to create a new form from inside the sheet. When I click on Forms in the top left, the "Create Form" selection is greyed out. I am on a Business Plan, which I believe should give me access to this.
I know there must be a simple solution, but I cannot figure it out. I could not find any previous inquiries that referenced this issue.
Appreciate any help!
Answers
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Hi @Tim Rem
I hope you're well and safe!
Strange!
Can you share some screenshots of what you see? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help.
I hope that helps!
Be safe, and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Hi @Tim Rem
In addition to screen captures, can you also clarify what Sharing Permission you have on the sheet? Only Admins and Owners can create Forms (see here for more information).
Cheers,
Genevieve
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I assumed he had the correct access because of the import of Excel, but you're right. Better to be sure.
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Thanks for the responses.
The sheet indicates that I am an owner. I have attached a screenshot.
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SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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No, monthly subscription right now.
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So strange!
If you haven’t already, I recommend submitting a support ticket through the new Smartsheet Support Portal.
Feel free to report back what the issue was.
✅Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up/Awesome or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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So, I had only been playing with the test sheet that I had imported and didn't even think to see what happens on a different sheet. I created a new sheet and I can create a new form in the new sheet. So, the issue seems to be specific to the sheet I was originally testing with. Very odd. I'm off to import a different sheet to see if the issue reoccurs.
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Last update for now. New imported sheet worked fine. The only thing I can think of is that the test sheet with the issue was imported under a trial license and somehow those permissions are limiting the Forms option on that sheet.
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Excellent!
Yes, that sounds reasonable.
Maybe support can reset it or something.
✅Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up/Awesome or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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