Customize Edit form

need2no
need2no
edited 12/09/19 in Smartsheet Basics

Has anyone 'customized' an edit form? I want to

hide fields that are not entered by the user

change order of fields on the form.

Comments

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    edited 11/19/18

    Hi,

    To hide a field, you select it in the form edit window and select Hidden Field.

    To rearrange the fields you hover over the field and click and hold on the colored section on the left in the field section and move it to where you want it to be.

    Edit: If you are referring to the Edit Row function you can rearrange the fields by changing the order of the columns in the sheet, but unfortunately there isn't a way to hide the fields that are not used.

    I hope this helps you!

    Have a fantastic week!

    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.

  • need2no
    need2no
    edited 11/26/18

    This doesn't seem to work - I am referring to the Edit box that opens (not a form that I created).

     

    Thanks!

    edit_example.jpg

  • Doug Carr
    Doug Carr ✭✭✭

    I second this question. I have yet to find a way to do this. Even locking and hiding the columns in Grid view seems to do nothing when in the Edit form. As I am the sheet owner though I wonder if that's the reason. Is it possible that someone with just Edit capabilities would only see the felds that are not hidden?

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi @Doug Carr

    I hope you're well and safe!

    Unfortunately, it's not possible to change what is shown in the Edit Row and what's included, but it's an excellent idea!

    Please submit an Enhancement Request when you have a moment.

    Here's a possible workaround or workarounds

    • Premium App, Dynamic View

    Is that an option?

    I hope that helps!

    Be safe and have a fantastic week!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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    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.