How do I set up a form field so that users can type in something?

FTesseneer

I have a form that I use for feedback on the effectiveness of a process.

This particular process is a Customer Claim process-form. For the most part, it is helpful for the person submitting the claim to use a drop down to find the customer, but sometimes the customer is not listed. When I add "Other" it allows you to type something in, but that doesn't show up on the intake sheet.

Any instruction for creating a field that allows the user to use a drop down or type in a response?

Thanks

Freda

Kerry St. Thomas

While it's possible to create a Dropdown that will allow for a type-in into that same field, it makes reporting on it kind of tough. The setup I'm suggesting will also allow you to monitor how often a specific customer is typed in, so you can gauge if they should be added to the dropdown. There are a few steps to this:

—Make sure the underlying sheet contains two columns: Customer (type Dropdown; restrict to dropdown items only), and Customer Other (type Text/Number).
—Set up conditional logic on your form so that ONLY when "Customer" is Other, show "Customer Other." Make this field a compulsory field so that there's no way on your form to complete it without providing a customer.

More on forms here. Pay particular attention to the additional link to Add or Edit Fields on a Form.
https://help.smartsheet.com/learning-track/smartsheet-intermediate/forms

Good luck!

Kerry St. Thomas

While it's possible to create a Dropdown that will allow for a type-in into that same field, it makes reporting on it kind of tough. The setup I'm suggesting will also allow you to monitor how often a specific customer is typed in, so you can gauge if they should be added to the dropdown. There are a few steps to this:

—Make sure the underlying sheet contains two columns: Customer (type Dropdown; restrict to dropdown items only), and Customer Other (type Text/Number).
—Set up conditional logic on your form so that ONLY when "Customer" is Other, show "Customer Other." Make this field a compulsory field so that there's no way on your form to complete it without providing a customer.

More on forms here. Pay particular attention to the additional link to Add or Edit Fields on a Form.
https://help.smartsheet.com/learning-track/smartsheet-intermediate/forms

Good luck!

FTesseneer

Thank you! I will try this.

FTesseneer

Thank you so much Kerry. That helps so much!