Dynamic Forms
Hi,
I'm trying to create a form that is dynamic wherein the other fields will changed when a certain category is picked.
For example, selecting category: printing project that will have how many pages, if it's double sided and what type of project it will be.
Then another project that selected category: Room Setup request with fields asking how many people, what kind of set-up is needed.
Is this possible in Smartsheet at all?
Thank you for the help!
Comments
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Hi,
Unfortunately, it's not possible at the moment to have field logic In forms, but its an excellent idea!
Please submit an Enhancement Request when you have a moment.
As a workaround, you could use a third-party form service that integrates with Smartsheet. Something like Google Forms or similar.
Would that work?
I hope that helps!
Have a fantastic week!
Best,
Andrée Starå
Workflow Consultant / CEO @ WORK BOLD
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Hi Andree,
Thank you for the quick response. I didn't know you can iterate with Google Forms, that should solve it! How can I iterate the form in smartsheet?
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Happy to help!
Here's some more information about the Smartsheet Sync (Google Form Integration): https://help.smartsheet.com/articles/1850129-smartsheet-sync-add-on-for-google-forms
Let me know if you need any help!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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hi - has smartsheet incorporated dynamic form functionality? let me know!
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Hi Natalia,
Unfortunately, not yet.
Please submit an Enhancement Request when you have a moment
I hope that helps!
Be safe and have a fantastic week!
Best,
Andrée Starå
Workflow Consultant / CEO @ WORK BOLD
✅Did my post help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Hi,
This will be possible in Smartsheet soon.
We will soon introduce two major enhancements to Smartsheet forms that we’d like you to know about in advance:
- A more immersive builder UI to help get the most out of your forms, faster
- Conditional logic to ensure each respondent is asked the most relevant questions
All of your existing forms will continue to work and be fully editable in the new builder.
Learn more about the update here.
Would that work?
I hope that helps!
Be safe and have a fantastic week!
Best,
Andrée Starå
Workflow Consultant / CEO @ WORK BOLD
✅Did my post help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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I don't, but my wish and guess would be end of this week.
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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I can't tell you how excited I am to have stumbled across this information today!! I also put this in as an enhancement request several months ago. I am very much looking forward to trying out the new feature as soon as it is available.
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Woho! It's live now!
😀
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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I love this functionality is now possible. Yet is it possible to apply the logic within a field, so a choice in a former field determines the options in the next field? I want my users to choose a brand name in one field and then choose products in the next. Yet all the products exclusively belong to one brand.
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I hope you're well and safe!
Yes, it's possible, but you'd need to add multiple so-called helper columns for each brand.
Make sense?
Would that work/help?
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 EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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I see that a dynamic form is now an option, could you please provide me with instructions?
