Leveraging Forms for Auditing

jenniferk

Help!

I'm looking to use Forms as an auditing tool for our team. Here's the use case:

When we're working with providers, we need to track when they meet all of the necessary criteria. We've been using a Google form with radio buttons:

1. How do I replicate this type of form in Smartsheet?
2. The biggest issue is when we have multiple providers! How do I capture in one form this type of field for each provider? The data helps us to know how many errors we have that need to be addressed.

Any workarounds/thoughts would be greatly appreciated!

Paul Newcome

My suggestion would be one submission per provider. To get the radio buttons similar to the above screenshot, you would need to create a separate column for each criteria and use a dropdown type column with "Correct" and "Incorrect' as the options within the column properties. You can then configure the form to display each of the fields (columns) as radio buttons.

jenniferk

Thank you - def solved my radio button issue!

Paul Newcome

Happy to help. 👍️