Smartsheet Basics

Smartsheet Basics

Ask questions about the core Smartsheet application: Sheets, Forms, Reports, Dashboards, and more.

Can I create a form that can automatically update a worksheet.

Hi there! I’m sorry, but I’m very new to this platform and still trying to understand how it works. My employer has assigned me a task to improve the use and functionality of our worksheets. He suggested that I explore the possibility of creating a generic form that can automatically populate client worksheets.

  1. The worksheet columns include: Task Name, Due Date, Assigned To, and Comments.
  2. The form should collect the same information, and once filled out, the worksheet should be updated with a new row containing the submitted data.

I’m not sure if this is possible, but I wanted to ask anyway. Currently, I manually update the sheets whenever a client request comes in, but I’d like to explore whether this process can be automated. That way, I can provide informed feedback to my employer before suggesting a manual update process.

PS: Let me know if any additional details are needed. I truly appreciate any help\ I can get.

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