Attaching Forms to a Row

Cerelia Turner
edited 12/09/19 in Smartsheet Basics

I am needing to keep a copy of the form after my employees submit them. Is there a way that the form can be attached to the row once it has been submitted? What about being able to print a copy of the form once it is submitted?

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  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi Cerelia,

    There are several ways to do this and what works best depends on your specific use case.

    1. Print the row
    2. Create a document with the information by using Smartsheet Merge, DocuSign or some other solution.
    3. Have a notification trigger when there are new form entries and print or add that to the row.

    Would any of these suggestions work for you?

    I hope this helps you!

    Best,

    Andrée Starå

    Workflow Consultant @ Get Done Consulting

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    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 for help with Smartsheet, integrations, general workflow advice, or anything else.