Creating forms

ssimos21791 · 10/02/19

I would like to know if it's possible to create a form template associated with a Smartsheet. The purpose of this form would be to collect requirements for a request that a client enters into a Smartsheet. The client would access template, complete the fields, save it, and then attach it to a specific line item in the Smartsheet. Would be nice to have some of the fields populate the Smartsheet but wouldn't want all fields to populate the Smartsheet. Is this possible?

Andrée Starå · 10/02/19

Hi,

Not sure I follow!

They could fill in a form that they could save as a PDF. Can you tell me more about the process?

Can you describe your process in more detail and maybe share the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@getdone.se)

Hope that helps!

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

Paul Newcome · 10/03/19

I almost wonder if an Update Request might work...

Andrée Starå · 12/08/19

Glad we got it working!

Have a fantastic weekend!

Best,

Andrée

Creating forms

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