Sign in to submit new ideas and vote
Get Started

Totals and calculations in forms

Options
2Β»

Comments

  • Adrian Mandile CHESS
    Adrian Mandile CHESS ✭✭✭✭✭
    edited 03/11/25

    I agree. Even though a record is not actually created until the form is submitted, if the column has a column formula or uses any sheet summary fields, they should still be operational as a form is always attached (subordinate) to a sheet.

    This may be difficult to achieve if the formula uses @cell (not sure). But if there is any restriction, then didn’t allow such columns to be β€˜pre’ calculated or selectable in the form.

    Along these lines, any conditional formatting from the sheet (for input or calculated columns) could also be allowed to flow through to the pre-submitted fiom.

    Adrian Mandile
    CHESS Consulting Australia - Smartsheet Solution Provider Gold Partner
    Collaborative | Holistic | Effective | Systems | Solutions

  • Danny Jacobs
    Danny Jacobs ✭✭

    It would be great if you were able to use a column formula column in a form. For example, I have an IF statement that defaults a cell value to "N/A" if a condition is met in the previous column. That column is used in document mapping to show the end viewer of the PDF that the cell was not applicable.

  • I'm creating a system for tracking CAD requests in an R&D department. One of the features of the system is that it tracks the average duration by task type dynamically. As each task is marked complete, the calculations happen automatically.

    I'm using a form for request intake. It would be nice to have the form show the average duration for a specific task once the user selects the type of task they are requesting. The form also has a field for the date required. I'm instructing users to consider the average duration when the select this date so that it is realistic. At present, I have the metrics displayed on the dashboard with a big note next to the widget that takes them to the submission form.

    If they forget the number or don't bother to look, they will have to go back to the dashboard and then return to the form to be able to fill it out properly.