New form builder with conditional logic now available!

Caroline SheldonCaroline Sheldon Employee
edited 05/21/20 in General Announcements
05/04/20 Edited 05/21/20

Hello Community,


I’m the forms product manager at Smartsheet and am pleased to let you know that we have launched a new version of our form builder that includes conditional logic.


The new, full-screen form builder keeps more of the settings at your fingertips to help save time and reduce the number of clicks. 


You can now also edit column properties without needing to leave the form builder. 


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


Conditional logic, our most requested forms enhancement, gives you greater control over which fields each person will see on your form. Use simple rules to conditionally show certain fields based on the responses in other fields. 


For example, if a respondent selects “Ice Cream” as their favorite dessert in Question 1, you can now use a logic rule to show them Question 2, which asks them which flavors they like. If “Ice Cream” isn’t selected in Question 1, Question 2 will remain hidden.


I have a new blog post up about forms and these enhancements.

You can also always visit the Smartsheet Learning Center for more info.



Comments

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi Caroline,

    Fantastic job @Caroline S. and Team.

    I've already simplified a client's workflow significantly with this feature.

    Be safe and have a fantastic week!

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    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 about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • joneahjoneah ✭✭✭✭✭

    This is a great enhancement!!

    Thanks, Joneah Johnson

  • Awesome, thank you! Any idea when we can expect the feature to be able to send Notifications to Smartsheet Groups?

  • Ella,

    Are you referring to sending forms to Smartsheet Groups? If so, in the form builder, click on the Share Form link in the top right corner. Once in the email window, you can choose to send to individuals, or click on the blue person icon to open up a modal where you can choose to send to groups of people that are set up in your Smartsheet account. Hope this helps!

  • edited 05/06/20

    I like this, but is there a way to create a form that would allow users to update an existing row via a form using the Row ID as a reference? Any help here would be great. Thanks!

  • Hi @Robert Cornett

    What you're describing sounds like an Update Request; you can either send these as a one-off request from the associated row, or set up Automated Workflows that send specific rows out to be updated. You can read more about this in our Help Center (see here).

  • Hi Caroline

    I'm quite new to using forms in smartsheet.. and we have recently created a form for website communications purposes.

    i can see that in the "settings" tab/mode there is a tick box that allows you to send a copy of the completed form to the user (which is great).

    Is there another way to include another email address. ie. we would like a copy sent to our comms team to notify them that a form has been submitted.

    Kind regards, Selina

  • Caroline SheldonCaroline Sheldon Employee
    edited 05/07/20

    @Selina Staples

    Hi Selina,

    The option in the form settings is to allow the user to choose to receive an email copy of their submission. They still need to check that box to receive an email. There is a nifty trick you can do with query string parameters by adding the following

    ?ECA=%00

    to the end of your form URL which automatically checks this box at the bottom of the form to send a copy to the user. They can of course uncheck the box, but it's a nice way to set a default for that checkbox to send a copy. Read more about query strings in this help article: https://help.smartsheet.com/articles/2478871-url-query-string-form-default-values

    As for your question about notifying your team when a new submission is added, you will want to utilize automated workflows. Set up an automated notification to trigger when new rows are aded to the sheet. Choose specific emails to send it to, contacts in a certain cell, or everyone shared to the sheet. Then every time a new form submission occurs, the automated workflow will trigger to send a notification. Read more about automated workflows in our help article here: https://help.smartsheet.com/articles/2476191-save-time-and-work-faster-with-automated-workflows

  • @Caroline S.

    Thanks for the response. Yeah was thinking i could set up an automated workflow on the sheet itself.. but just thought i'd check if it could all be done from the form itself.


    thanks again, selina

  • norma.gomeznorma.gomez ✭✭✭✭✭

    This is fantastic! :)

    Curious- we currently use Dynamic View for some of our forms so that those that submit forms can better track their status. Does this new conditional logic interact/affect forms built through Dynamic View? Could you build a form with the same conditional logic features via Dynamic View?


    Thank you!

    Norma 😁

  • @norma.gomez

    In Dynamic View you can conditionally make fields Read-only and conditionally make fields required, which is not yet supported in Forms. Otherwise, the conditional logic functionality to conditionally show and entire field is the same in forms and Dynamic View.

    Smartsheet forms don't support save as draft or tracking their issues after the person submits the form, which it sounds like you are using Dynamic View for.

  • Great! Is there an ETA for the Smartsheet.gov side?

  • I am just getting back to work and see the nice enhancement!! Is it possible (and I just can't figure it out) to pull in the formula logic in another field to update when data is entered?

    For instance:

    Field 1 Temperature - 115

    Then Field 2 has a formula that states if below 120 or above XXX it states RED for out of spec.


    Is it possible for that logic to update and be seen? Hope that makes sense.

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi @beth_linder28141

    Unfortunately, it's not possible at the moment to have a formula in the form, but it's an excellent idea!

    Please submit an Enhancement Request when you have a moment

    As a possible workaround, you could use the Logic to show specific fields and in that way you maybe could accomplish something similar.

    What do you think? Would that work?

    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 PARTNER & CONSULTANT / EXPERT

    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 about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Any update on this being available for the gov version?

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