View completed form
A completed form fills into a smartsheet for me to view, however I would like to view the form itself with the fields filled in. Other than the notification email I receive that says the form has been completed, is there a way to view each form that is submitted with the completed fields?
Thank you
Answers
-
You could set up an extra checkbox column called "Reviewed" then send out an automatic update request that sends only the columns in the form plus the checkbox column.
You would see what was submitted in a more form-like view, then check the box to say reviewed and submit.
-
Hi Heather,
You could print the rows to PDF or use a third-party service like Google Docs and then save each row as a PDF.
Would that work/help?
I hope that helps!
Have a fantastic week!
Best,
Andrée Starå
Workflow Consultant / CEO @ WORK BOLD
✅Did my post help answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!
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.
-
Andree, thank you! I don't think it will solve my problem for making it something that can be edited, however I wasn't aware of the "print row to PDF" option which is super helpful for being able to view the completed information as a form rather than as cells. Thank you!
-
Excellent!
Happy to help!
✅Remember! Did my post help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!
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.
-
It would be nice if Smartsheets saved the actual form submissions so you could view the submissions either in the rows or the completed form itself. I didn't realize the forms weren't actual forms you couldn't go back to.
-
I agree! The form is so pretty and nice that it doesn't make sense why we can't see the completed form in that same format. It's easier to read than in the spreadsheet.
-
If you open the row options and select to edit the row through there, the row will be displayed in a vertical format (same as a form).
Categories
- All Categories
- 14 Welcome to the Community
- Customer Resources
- 65.2K Get Help
- 444 Global Discussions
- 142 Industry Talk
- 473 Announcements
- 5K Ideas & Feature Requests
- 84 Brandfolder
- 150 Just for fun
- 71 Community Job Board
- 489 Show & Tell
- 33 Member Spotlight
- 2 SmartStories
- 301 Events
- 36 Webinars
- 7.3K Forum Archives