How to use Forms for populating Sheets

Tomi Lahcanski

I have bunch of demo units that are used by sales people.  I want to use Forms to automatically populate a sheet with a customer name, the desired start date of a demo and the planned end date. Subsequently, I want to use Form to release the use of the demo unit (i.e., make it available for others to use it) as well as attach a report about the demo. 

Can I get a tutorial on how to do this?  I am new to Smartsheet...

Thank you!

Andrée Starå

Hi Tomi,

I have bunch of demo units that are used by sales people.  I want to use Forms to automatically populate a sheet with a customer name, the desired start date of a demo and the planned end date.

That would work great with forms.

Subsequently, I want to use Form to release the use of the demo unit (i.e., make it available for others to use it) as well as attach a report about the demo.

If it's ok that the information gets registered on its own row, it will work. Otherwise, you could use an update request, report or something else.

Can I get a tutorial on how to do this?  I am new to Smartsheet...

Anything else you need?

I hope this helps you!

Have a fantastic day!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

Mike Wilday

Here are some links that might get you started: 

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

https://help.smartsheet.com/videos/using-forms-smartsheet