Reports

Alice_H

My company currently uses Device Magic Forms to do daily reports for people to communicate from the field to the office. We then have to take what's on those forms & re-input that information into Smartsheet to track our projects. 

This is a time suck on our company, so we are trying to directly have all of this on Smartsheet in the first place, instead of having to move information from one sheet to another manually.

I am attempting to create a form in Smartsheet that can be filled out so people in the field can:

1. Select multiple tasks
2. Select the description of the task that only is selected based on the task (if a, then b, but not c, even if c is still in the drop down choices)
3. Select descriptions of tasks
4. Select 1, 2, or more employees’ names (a drop down selection that you can select many items/people's names from)
5. Add multiple photos that match each task, description of task, and task type
6. Have multiple dates in multiple columns
7. So much more.

Any tips for getting started?

Shaine Greenwood

Hello,

A lot of this can be accomplished in a Smartsheet form with multiple fields.

Number 2 on your list isn't currently a feature that Smartsheet has, there isn't a way to only selectively display information based on a prior choice.

Some people work around this by adding multiple dropdown fields to their form for each selection option. (i.e. one dropdown field for A, another for B, another for C) Even if you need to copy and paste similar descriptions in as different dropdown options, you'll be able to get the info that you need in an organized data sheet.

Another possibility is to use our integration with Google forms. More info on this is available in our help center: https://help.smartsheet.com/articles/1850129-smartsheet-sync-add-on-for-google-forms

Alice_H

Thank you!