Can you Create a Form from Row Informatoin

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AnnThompson
AnnThompson ✭✭
edited 03/20/24 in Smartsheet Basics

We have a sheet of training classes, each class is a row, we need a QR Form for each row to gather class feedback. Is this possible

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  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
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    Hi @AnnThompson

    I hope you're well and safe!

    Yes, I recently developed something similar for one of my clients, and I used the URL-Query feature combined with a Google sheet to populate the QR codes for that solution.

    Can you share some screenshots and elaborate on your structure? (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

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  • alexwood
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    I can definitely help you with the concept of creating a form from row information! There are a few ways to approach this depending on the tools you're using:

    1. Using Spreadsheet Software:

    If your row information is in a spreadsheet like Excel or Google Sheets, you can leverage the built-in form creation features. Here's the general process:

    • Ensure your data is formatted as a table: This allows the software to recognize column headers as field labels for the form.
    • Locate the "Form" button: This button might be on the ribbon (Excel) or toolbar (Google Sheets).
    • Click "Form" and navigate the options: The software will create a form based on your table structure. You can often customize the form by adding validation rules, setting required fields, etc.

    2. Using Online Form Builders:

    Many online form builder tools allow you to import data from a CSV file (Comma-Separated Values). This file format essentially represents your spreadsheet data. Here's the workflow:

    • Export your data as a CSV file: Most spreadsheet programs offer an option to export data as a CSV.
    • Choose an online form builder: Popular options include Google Forms, Typeform, JotForm, etc.
    • Import your CSV file: The specific steps might vary depending on the platform, but most allow importing data to pre-populate the form structure.

    3. Manual Form Creation:

    This method involves manually creating the form layout based on your row information. You can use:

    • Word processing software: Create a document with text boxes, labels, and drop-down menus to mimic form fields.
    • Design tools: If you need a more visually appealing form, consider using design software like Figma or Canva.

    Additional Tips:

    • Identify the purpose of the form: Are you collecting new data or editing existing information? This will influence the form design.
    • Consider field types: Text boxes, drop-down menus, checkboxes, etc., will depend on the data you want to collect.
    • Include clear instructions: Guide users on how to fill out the form effectively.

    By following these steps and keeping your form's purpose in mind, you can transform your row information into a user-friendly data collection tool.