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Frequently Asked Questions

How do I add a form to a Smartsheet?

Open the sheet that you want to attach the form to. Select Forms > Create Form on the menu bar at the top-left of the Smartsheet window. Select the field that will determine which other fields and form elements are displayed based on its value. This is considered the source field for your rule.

How do I collect information in Smartsheet?

Collect Information with a Form Create and share forms to gather and organize information within Smartsheet. After you create and share a form, each form submission will be added to the top or bottom of your sheet as a new row. Use a form, for example, to collect survey responses, intake project requests, or gather product orders.

How do I add form submissions to a sheet?

After you create and share a form, each form submission will be added to the top or bottom of your sheet as a new row. Use a form, for example, to collect survey responses, intake project requests, or gather product orders. Anyone who can access the form can use it to submit information to the sheet. Form submissions will always create new rows.

What is the login requirement for the Smartsheet form?

By turning this setting on, people who fill out this form will be required to login with their Smartsheet username and password before accessing the form. They do not require a license, just a valid Smartsheet username and password. If a person is already logged in to Smartsheet they will not be required to login again.


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