Can you create an order form in Smartsheet

SharonR

I am wanting to create some order form for my company, but i cant seem to be able to create a section where they are able to put in more than one product at a time. What colunm type would i use?

Deanna Vandermeer

Simply use the new Drop Down (Multi-Select) Column Type to make this work. This was a new enhancement announced during Engage '19, and it works wonderfully.

Andrée Starå

Hi Sharon,

To add to Deanna's excellent advice.

Another option could be to use forms. One form for the primary information, and after it's submitted another form opens up where you can add each product. (the product form reloads after each submission)

Would that work/help?

I hope that helps!

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

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SharonR

Thank you,

What about a stationary order form?

The multi option wont work as i dont have a list. (or want to create one)

If the form refreshes is that a little cumbersome? But i will give this a go and see how the office handles it.

Thanks for your help.

Andrée Starå

Happy to help!

Re. Stationary Form.

There are several options.

• Design a sheet/template as an order form
• Use a third-party service like Google Forms or similar

Re. Form

The form refresh is almost instant so that shouldn't be an issue.

Let me know how it goes and if you need more help!

SharonR

Thanks i will give those options a try.

Appreciate you help.

Andrée Starå

Excellent!

Let me know how it goes!

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