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 Community Champion

    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: andree@workbold.com | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.