Forms with Workflow

Mixer

Hi,

Is it possible to creare forms with workflow e.g if I click "fruits" I will se options "Apples, Oranges..." If I click "Veg" I will se options "Tomato, Onion..."

I would like to create Sales tool for my team so they can go step by step with sales process without missing steps. (Maybe you no other tools for doing that).

Thanks!

L_123

currently there is no way to do this without either the API, interacting with webform HTML via code, or using a third party service.On the right side of this screen you can see there is an option for submitting a product enhancement request, I recommend filling the form out. The specific phrasing for this ability is dynamic drop downs, and it has long been a requested feature in smartsheet.

Andrée Starå

Hi,

The third-party service, Google Forms, is an excellent option for this scenario. Is that an option for you?

Would that work?

I hope that helps!

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

Mixer

@Andrée Starå can I make different scenarios (If A then B, if C then D)? Because I don't see such feature.

@L@123 I will submit it.

Andrée Starå

@Mixer, Yes, you can use conditional logic in Google Forms.

More info:

https://support.google.com/docs/answer/141062?hl=en

https://zapier.com/apps/google-forms/tutorials/create-form-sections-logic-google-forms

Mixer

Thank you guys! I see there is a Smartheet plus Google Forms integretion in Zapier.

It would be very useful if we can make it directly in smartsheet forms. Seems to be easy to implement.

For now I'll try to make it with zapier.

Andrée Starå

@Mixer

Happy to help!

You don't need to use Zapier. You can use Smartsheet Sync instead.

More info:

https://help.smartsheet.com/articles/1850129-smartsheet-sync-add-on-for-google-forms

Would that work?

Andrée Starå

@Mixer

@L@123

This will be possible in Smartsheet soon. 😃

We will soon introduce two major enhancements to Smartsheet forms that we’d like you to know about in advance:

1. A more immersive builder UI to help get the most out of your forms, faster
2. Conditional logic to ensure each respondent is asked the most relevant questions

All of your existing forms will continue to work and be fully editable in the new builder.

Learn more about the update here.

Andrée Starå

Woho! It's live now! 

😀