Mapping out the logic on a form

Susan McM

I have a form that uses logic in some of the fields and I need to map it all out for others to review and make sure I'm not missing anything. The form is fairly long. Is there a template for a workflow of some sort that might work? I need it to show what happens when the logi is met for a field, and what the smartsheet column titles are. THANK YOU SOOOO MUCH!

Genevieve P.

Hi @Susan McM

What I would suggest doing is submit "Test" rows for every possible option.

That way you can first do a quick demonstration of the way the form works, then switch to the Grid of the sheet to identify all the fields that get filled out based on your different pathways. You could colour code the rows or some of the cells to show what appears/disappears.

If you don't want to use your actual sheet for these demo rows (in case you have Workflows built out), you could create a copy with Save as New, then demo the Form on the copied sheet instead.

Cheers,

Genevieve