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Forms Manager enhancements in new views, now generally available!
January 23, 2026 We’ve enhanced the Forms Manager in the new views (table, board, and timeline) to make form management faster and more seamless, without switching back to legacy views like grid or card. You can now edit or delete forms, copy form links, access embed codes, and turn forms on or off directly within new…
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Allow Mandatory (Required) Fields in Update Requests Triggered by Automation
Currently, when using Automation to send Update Requests, there is no way to enforce mandatory (required) fields for users completing the request. This creates data quality issues, as users can submit incomplete updates, even when certain fields are critical. Proposed Enhancement Add the ability to mark specific fields as…
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Update Request Errors
Hi, We’re encountering errors when attempting to open an update request via email. Please see details below. Could you advise on the cause and next steps? Thanks
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Can a contact list field open the contact List in a form like it does in a sheet?
I have a number of forms created and one of the fields is a contact list. When I am in the sheet I am able to start typing a name and it offers suggestions and then links to that persons contact. When I try to do the same thing in a form it does not offer the suggestion and then does not link to the contact in the sheet.…
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IF Calculations
I have three columns I'm dealing with, SALARY IRA(check mark) IRA amount if the ira checkmark is checked, take SALARY *0.035 in the ira amount column
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What is the best way to create a form, where you want to capture info on multiple occasions?
We are creating a three part learning series for HCP's and want to use one form to capture information presented during each visit. Is it possible to use a logical sequence only shows once each visit is entered? (Ex. Date 1, xyz presentation, then Date 2 is available to populate to enter xyz presentation) Or would I need…
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Automation emails not sending consistently to some contacts
I'm running into a strange issue with automations and email delivery, and I'm hoping someone can clarify how to fix this. Setup: I have a Smartsheet form with: A required “Your Email” field (Contact column) Several hidden Contact List fields populated automatically Automations use “Send to contacts in a cell” Submitted…
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Date format in fillable PDF displays Regional Settings date format
Hi there, I saw an older post that the date format for fillable PDF displays in Regional Settings date format, instead of using the data in the field. Is there a way around this, or does this need to be corrected by developers? Example: Invoice Date My regional setting is English so display 01/31/26, even though the data…
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Faster form submission with intelligent form fill, now generally available!
February 4, 2026 We’re making it faster and easier than ever to complete a Smartsheet form with intelligent form fill. Using AI, forms can now both capture and understand your submissions. Speak your responses, and intelligent form fill will automatically map your responses to the correct fields. Form submission is faster,…
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Calendrier rapport
Bonjour, quand je crée un rapport avec toutes les dates de mes projet. Est-ce possible d'attribuer une couleur a chaque nom de projet ? merci
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What is the best practice to manage adding features and changes to Smartsheet?
We are working on adding testing and change management to our Smartsheet instance. What are best practices for managing changes, and having a Dev to Test to Prod style workflow? How are others managing test data and automations that are not in production yet? We are working to add additional functions to our projects,…
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How do I get the resources from a sheet to flow to a Form?
Hello! I am trying to create an intake form for my team. I have an assigned to column on the sheet that allows me to assign based on our company directory. This does not show up in the associated Form, however. Is there a way from the Form view to allow users to select their name from the same LDAP query that the sheet…
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Can a fillable pdf be used for an update request?
Hello, I was able to figure out how to automatically send a fillable pdf based on the columns in my sheet, but am I able use the generated document also for an update request? This would reduce the amount of emails that are being sent to the person I'm requesting updates to the sheet from. Alternatively, is it possible to…
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Including attachments in message only automations
I have created a message only automation (cannot include the link to the smartsheet) to be sent when a new row is added via a form. The form includes an upload of a document; however, when using a message only format for the automated email I am unable to include the attachments. Any help is appreciated!!
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Retrieving Form URL via API
I have an automation that makes a copy of a folder and moves it into another folder using Make.com. Within the new folder is a sheet with a form, and I simply want to generate a QR code for this form using the form's URL returned by the Smartsheet API. I have come to learn that, since 2018, this functionality has been…
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How can I dynamically redirect a form submitter to different URLs based on their form input
Hi Community — I’m hoping someone has solved a use case similar to mine. I’m trying to use a single Smartsheet form to route different audiences to different external URLs immediately after submission. Here’s the exact workflow I’m trying to enable: Advisor (customer) lands on our product page Clicks a single CTA → opens a…
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Kanban or something else?
Hi all. I'm teaching myself how to use SmartSheet in way that works for me. I have a weekly check in with my boss and her boss. Right now I'm just using a grid but I really want to try to use a Kanban. What I cant figure out, and maybe I'm overthinking it, is how can i have it so that they can see the progress I have made…
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URL shortening/customization option for forms
It would be nice to be able to customize the URL of external facing forms, or forms in general, in the same manner that Linkedin allows you to customize the URL of your own profile page.
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Populate a SmartSheet Template from a form entry
Hi all, I have a form where people request a guide be created. Once that submission is complete, I have to take several of those data points and create a workflow template. Is there any way to take the data from a row and map it to the template to create the client specific sheet automatically? I am thinking of something…
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Have a way to hide the Submit button on a form with logic
Today you can create a form and add logic. If that logic requires that requests need to be made for X days in the future you can add logic to help. For instance is the date requirement is not met you can hide fields so that information cannot be submitted completely. You can display a banner if date requirements are not…
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Slack and Smartsheet Update requests
I've looked on the community site and web resources, but I can't seem to find anything that directly shows how you create a project update request and completion directly in Slack. I can send update requests to Slack as a reminder through automation, but I don't see how you send a request for update and actually complete…