Any recommendations for third party form builders with advanced date field functionality?

07/26/21
Answered - Pending Review

I'm looking for a third party form builder that integrates well with Smartsheet, and provides additional functionality around date fields. We need to be able to easily restrict dates based on pre-set deadlines (i.e. report requests cannot be made for any date less than 12 business days in the future). Ideally we'd like report requesters to be able to view a calendar and only see the dates that meet certain criteria (i.e. more than 'x' days in the future and less than 'x' # of requests assigned to each analyst). Any suggestions?

Answers

  • Paul NewcomePaul Newcome ✭✭✭✭✭

    I am not sure if Google forms has the functionality you are looking for, but it does integrate very easily with Smartsheet.

    thinkspi.com

  • Andrée StaråAndrée Starå ✭✭✭✭✭
    edited 07/28/21

    Hi @mgriffin

    I hope you're well and safe!

    To add to Paul's excellent advice/answer.

    There are some workarounds that maybe could work in Smartsheet without any 3rd party service. I'd recommend starting to explore if it could be structured to work in that way.

    Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, [email protected])

    What do you think?

    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 support the Community by marking it Insightful/Vote Up or/and as the accepted answer. 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.

  • I think there's not many Form services out there that integrate with Smartsheet because, well, Smartsheet also does forms, so that's competition! I did a little searching and it looks like a few Form services can do this.

    Formstack can handle Date Field logic based on today's date, and it looks like Formstack has a direct integration with Smartsheet. If you're looking for something direct to work with Smartsheet, I think this is your winner.

    Google Forms can do it, but it appears it'll require someone tech-savvy working with the Google Forms API and some coding/scripting. It directly integrates with Smartsheet too.

    JotForm also does date limiting, including a "dynamic" way of doing it with a simple "today+7" to add a week, but does not allow for a direct integration with Smartsheet. However, a third-party connector service could be used (details below).

    You're may be best off setting something up with an app-to-app connector to do something like, "When the form is completed, insert a row in Smartsheet". You can do this with third-party tools like Microsoft's underrated Power Automate (formerly known as Flow), Integrately, or the stable service of Zapier.

    In fact, if your organization has a Microsoft E3 license, you likely already have access to Power Automate.

    Keep in mind, however, that most of the app-to-app automation services allow fairly generic updates to Smartsheet - that is, simple things like "When the form is completed, insert a row" which then inserts to the top or bottom of the sheet of your choice. If you're looking for something more specific, I do offer some services that can do things like inserting a row under particular headers (i.e., an item with a title of "Phase" goes under another row with the name "Project Plan"), adding form responses as comments based on dynamic text found in particular columns, etc. Contact info below.

    I hope this gives your organization a better overview of what's available, and helps you to make a decision on a Form service! Wish you the best!

    If this answer answers your question, please press "Yes" above - it helps the community (and those random Googlers out there 👀) find solutions like yours faster.

    🧔 Brett Wyrick; your friendly neighborhood freelance consultant & Smartsheet helper.

    ❓ Need some more help? Want to automate systems outside of Smartsheet to connect to your Smartsheet? Want to automate your sheets to talk to one another easier? Other questions? Send me an email or connect with me on LinkedIn.‎

  • Paul NewcomePaul Newcome ✭✭✭✭✭

    @Brett Wyrick Thanks for the details on the different form functionalities! A lot of good info there.

    thinkspi.com

  • Margaret GriffinMargaret Griffin ✭✭✭✭✭

    Yes, thanks @Brett Wyrick! I will definitely look into Formstack, and will reach out if we need a more customized solution.

  • Joachim MundJoachim Mund ✭✭✭✭
    edited 08/02/21

    @Margaret Griffin I believe https://www.appsheet.com/ will do the job and works perfekt with smartsheet. Costs are depending on your google workspace plan. It seems to be free for testing, we have google workspace enterprise and it is included.

    Hope this helps!

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    @Brett Wyrick

    Yes, I agree. Great info! Thanks!

    I'm actually a Formstack Partner, and it's really powerful, and the integration with Smartsheet is excellent.

    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.

  • @Margaret Griffin I just found an announcement made like 30 minutes ago from Smartsheet: New! Add real-time validation to fields on your form — Smartsheet Community

    But sadly, the available validations are only for the following:

    You can now add real-time validation to Text/Number fields to help collect error-free numbers, percentages, email addresses, and phone numbers. Email validation is also available for Contact fields. 

    I commented that this was great, but now we need MORE! And then added in that I was involved in this discussion. Anyone who wants dynamic date validation should also comment!

    If this answer answers your question, please press "Yes" above - it helps the community (and those random Googlers out there 👀) find solutions like yours faster.

    🧔 Brett Wyrick; your friendly neighborhood freelance consultant & Smartsheet helper.

    ❓ Need some more help? Want to automate systems outside of Smartsheet to connect to your Smartsheet? Want to automate your sheets to talk to one another easier? Other questions? Send me an email or connect with me on LinkedIn.‎

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