Attachment in an online Form

05/28/18 Edited 12/09/19

Hello,

I have creeated an online form but I need that people can add an attachment (image).

Anyone knows if this is possible and how?  I guess it is possible as this form I am filling in has  this feature.

Thanks you for your help

Ugo Quaglino

Comments

  • Yes you can and actually is quite easy.

    Go to the edit form window, pick "add field" choose from the right hand side panel "file upload" and drag it to the left pane just like any other field.

    Then in the app your people would have to choose the location of the picture in the phone/tablet

     

    Hope this helps

    Capture.JPG

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi Ugo,

    Please see attached link/screenshot.

    https://help.smartsheet.com/articles/522221-collect-information-form#addfield

    I hope this helps you!

    Best,

    Andrée Starå - Workflow Consultant / Get Done

     

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Hello,

    Does Smartsheet allow you to create a form with attachments included within the form? When I send the form I need about four attachments to send with the form automatically.

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi LaToya,

    @LaToya Hill

    Do you mean an Update Request or a specific online form?

    I hope that helps!

    Be safe and have a fantastic week!

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

    ✅Did my post help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Hello,

    I created an online form that I will be sharing with various individuals to request a response from. I am wondering if it is possible for me (the admin/form editor) to attach a document into the form for the submitter to view as they are completing the form? Is possible to have attachments already included in the form that the submitter can open while they are completing the form?

    Also - I know there is a limit of 10 attachments for the submitter to attach to a form, but is it possible to attach a Zip file into a form with more than 10 attachments? Or is this not possible?

    Thank you in advance!

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi @Nancy Riccardi

    Unfortunately, it's not possible at the moment to have an attachment in the form, but it's an excellent idea!

    Please submit an Enhancement Request when you have a moment

    As a possible workaround, you could add a link to the attachment instead.

    Would that work?

    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 help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Thank you so much, Andree. I really appreciate the quick response!

    Another question for you - I know there is a limit of 10 attachments for the submitter to attach to a form, but is it possible to attach a Zip file into a form? Or is this not possible?

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    @Nancy Riccardi

    Happy to help!

    Yes, it will work with a Zip file.

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Hi Andre - apologies one more question. How would I add a link to the attachment in the form? Do you have step by step instructions for that? Thanks so much again!!

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    @Nancy Riccardi

    You're more than welcome!

    You'd use a 3rd party storage service like, Dropbox, Onedrive or Google Drive and add the file there and then share the link to it in the form.

    Make sense?


    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • @Andrée Starå - Thanks so much for your continued help. I understand how to attach a link or attachment into the grid/sheet view, but how would I display that in the Form for the submitter to view while they are submitting the form? I don't see the option to add the link/attachment into the Form view, but maybe I'm just missing it? Thanks in advance!

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    @Nancy Riccardi

    You'll add the link/URL to any of the text/description sections and when clicked it will open a new tab/window.

    Would that work?

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Hi Andrée. Please let me know how a person filling a Smartsheet form can drag a file from Google Drive. I am trying to avoid downloading a file from Google Drive to a shared PC and then upload it to the form, Is there something that needs to be done when designing the form? Thanks.

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