Editing fields on Smartsheet form
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!
Best Answers
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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.
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@Andrée Starå management has agreed to use one form and not complicate things.
Thank you for checking back with me on this.
Answers
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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
✅Did my post(s) 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:[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.
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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?
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Woho! It's live now!
😀
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.
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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?
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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?
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.
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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?
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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.
-
@Andrée Starå management has agreed to use one form and not complicate things.
Thank you for checking back with me on this.