Simple checklist

mallochtaylor · 11/15/23

Hi ! I would like to create a simple checklist for a client. It has a list of 50 items, and all I need is for them to click on a check box if they want that item. Simple as that.

It would be nice if they could backtrack in the list if they change their mind about something.

Other things that would be nice to have:

an option to leave a comment (for example, 'I need 2 of these')
an option for me to group items into categories, so they see all of the items in each category at one time. For example, they see a list of animals and select the ones they want. Then they move on to a list of cars and make more selections there. If they want, they can go back to animals and change their selections before submitting.

How do I do this?

jmyzk_cloudsmart_jp · 11/15/23

@mallochtaylor

Do you want something like this?

You can use a Dropdown list column type with the "Allow multiple values per cell option."

Sheet

https://app.smartsheet.com/b/publish?EQBCT=d36382b34c5e406990a782e7730da944

Form

https://app.smartsheet.com/b/form/c97e247588224e5dad717fa501ea04ce

jmyzk_cloudsmart_jp · 11/15/23

@mallochtaylor

Do you want something like this?

You can use a Dropdown list column type with the "Allow multiple values per cell option."

Sheet

https://app.smartsheet.com/b/publish?EQBCT=d36382b34c5e406990a782e7730da944

Form

https://app.smartsheet.com/b/form/c97e247588224e5dad717fa501ea04ce

mallochtaylor · 11/19/23

Brilliant! Many thanks. Works perfectly. Much appreciated.

mallochtaylor · 11/19/23

Actually, one more question on this... is there a simple way to add a 'select all' checkbox that would automatically check all the other checkboxes? If the client likes all animals except one, then they might appreciate being able to Select All, and then deselect the odd one out.

jmyzk_cloudsmart_jp · 11/19/23

@mallochtaylor

Unfortunately, a form does not have a Select-All button, as a Sheet does.😅

You can pre-select all items as default, as shown below, or add an All button.

https://app.smartsheet.com/b/form/f3d2ea9c0c8e4765b1a6517ecf45f381

jmyzk_cloudsmart_jp · 11/20/23

Another technique would be to use the form logic.

Add helper columns, such as Animal from all and Car from top 20*.
- (*) The maximum number of multi-select dropdown lists is 20.
Add to the dropdown list the 'from All' selection.
Using the from logic, show the Animal from all and Car from top 20 fields when the "from All" is selected.
Add helper columns, such as Animal Selection and Car Selection.
- Decide user selection using a formula like this;
- =IF(Animal@row = "from All", [Animal from ALL]@row, Animal@row)

https://app.smartsheet.com/b/form/3bd8120fd9b7480aa411939e3b5f4472

Simple checklist

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