Editing fields on Smartsheet form

Beronica Muller

I have created two SmartSheet forms. When attempting to edit an exiting field, I am unable to. I have to create a new field instead. Please advise if there is a way that I can successfully edit a field on the form.

Thank You!

Andrée Starå

@Beronica Muller

Not sure I follow!

Do you want to use one of the Forms in another sheet?

Beronica Muller

@Andrée Starå management has agreed to use one form and not complicate things.

Thank you for checking back with me on this.

Andrée Starå

Hi Beronica,

At the moment you’ll have to edit the columns in the sheet, but soon you’ll be able to edit/add in the form editor instead.

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

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Beronica Muller

Okay, thank you! I knew there was a way but did not know exactly where. Since I have created two forms, do they necessarily have to be linked to the same SmartSheet? If not, how can I connect the second form to a separate SmartSheet?

Andrée Starå

Woho! It's live now! 

😀



Beronica Muller

Yes and I am excited but I want the second form to a linked to a separate workspace and I am not sure how to do it. Can you assist?

Andrée Starå

You wrote.

Okay, thank you! I knew there was a way but did not know exactly where. Since I have created two forms, do they necessarily have to be linked to the same SmartSheet? If not, how can I connect the second form to a separate SmartSheet?

First, Happy to help! 😉

The rest, not sure I follow! Did you get it working?

Beronica Muller

I created two forms (NA Operations & NA Management) Since management wanted a separate form, I created a duplicate form, add some additional fields, and renamed the form. Now, the fields from both forms appear on one Smartsheet.  I would like each form to have a separate Smartsheet for tracking purposes. I guess my question is do I need to create a new form so that I will have a separate Smartsheet?

Andrée Starå

@Beronica Muller

Not sure I follow!

Do you want to use one of the Forms in another sheet?

Beronica Muller

@Andrée Starå management has agreed to use one form and not complicate things.

Thank you for checking back with me on this.