Smartsheet How to Upload Google Drive Url in Form

Forms are a not bad mode to collect and manipulate information for both big and pocket-sized datasets. Using the right tool can have a significant bear on on how effective your workflow is. You've made the right option when opting for Smartsheet. All the same, if y'all're only starting out, you lot might experience a flake confused when it comes to creating forms in this app. If so, you've come to the right place.

In this article, we'll show you how to create a course in Smartsheet on your PC, iPhone, or Android app. You'll besides learn how to create different grade types and take your project management skills to the next level.

How to Create a Form in Smartsheet on a PC?

The unmarried most effective mode to gather new user data has to be via forms. When a user enters a new submission, their input will be bachelor to yous in a new row at the bottom of the sail. This makes forms an excellent tool for gathering survey answers, piece of work requests, or new orders.

When you create a form in Smartsheet, everyone you share it with can submit new info to the sheet.

Note that there is no downloadable Smartsheet app for Windows nor Mac. Instead, y'all tin can instantly access the app via its browser version.

Creating a new form in Smartsheet on a PC is a relatively straightforward procedure. Read our detailed instructions on how to do then:

1. Open up the Smartsheet app on your preferred PC net browser.
2. Log into your Smartsheet business relationship.
   
3. Find the canvass in which you want to create a form.
   
4. Click on the "Forms" tab in the upper left-hand corner of the app window.
   
5. Select the "+ Create Course" to make a new form.
   

Note: If you lot can't see the "Forms" tab, it's because the Menu Bar is hidden. To show information technology, but printing the down arrow in the upper right-hand corner of the app window.

A new course will now appear. It will be named afterward the sheet, but yous can rename it in the "Form Championship" side toolbar if necessary.

All columns from the sheet will immediately show on the new grade without you having to add together them manually. You tin can add new fields, delete the existing ones, and add new form elements in the left-hand sidebar. When you're done making changes to the new course, don't forget to click the "Save" push in the upper right-hand corner of the app window.

How to Create a Form in the Smartsheet iPhone App?

Navigating through Smartsheet forms on your phone is an effective mode to take advantage of the app'south mobile-centric layout. However, at this fourth dimension, creating new forms through mobile apps is non supported. Yous'll have to make a new form through your computer's browser and then admission it on your iPhone Smartsheet app.

To access a form in your iPhone Smartsheet app, just follow these steps:

1. Use the steps from the "How to Create a Class in Smartsheet on a PC" department above.
2. Copy the URL to the form and open it on your mobile device. You tin can copy the URL by navigating to "Share Form" -> "Link." Alternatively, share the form through e-mail service and open the e-mail link on your iPhone.
3. When asked how to open the file on your iPhone, select "Smartsheet."
   
4. Log into your Smartsheet account if necessary.
   
5. The form volition now open in the Smartsheet app.
   

If the sheet already has the form in it or if information technology was shared with yous, yous can access the class on your iPhone by post-obit these steps:

1. Launch the Smartsheet app on your iPhone.
   
2. Open the sheet containing the grade.
   
3. Tap on the three vertical dots in the right-hand screen corner.
   
4. Tap on "Forms" from the side toolbar.
   
5. Select the form you want to access.
   

You will now be able to view the grade in the app.

Tip: You lot can access the forms yous previously opened on your iPhone from the "Domicile" and "Contempo" sections. However, if you log out of the app, the forms will disappear from the "Home" page.

How to Create a Form in the Smartsheet Android App?

What makes Smartsheet great is its mobile-centric layout that lets you navigate the forms using your Android device. Since about users will probably be submitting forms from their mobile phones, this function enables you to test the form and make sure everything looks great for everyone.

Unfortunately, creating a new form on your Android device is a function non however available in Smartsheet. What you can do, however, is create a form using the desktop app version (through your browser) and simply send the form link to yourself and open up it in the mobile app.

Here are detailed instructions on how to do and then:

1. Create a Smartsheet desktop form by post-obit the steps from the "How to Create a Form on a PC" section above.
2. Copy the grade URL to your phone. To practice so, tap on "Share Class" -> "Link" on the desktop version and send it to yourself. You tin also share the form via desktop due east-mail and open it on your Android device.
3. On your phone, you'll go a prompt to cull the app for accessing the link. Select "Smartsheet."
   
4. The form will open in the Smartsheet app.
   

If the course is already included in the sheet that someone shared with you, open up the form in the following way:

1. Open that canvass on your Android Smartsheet app.
   
2. Tap on the iii vertical dots in the top right-hand corner of the window.
   
3. Tap "Forms" from the drop-downward menu.
   
4. Select the form you wish to view.
   

Tip: You can admission the form you previously viewed on your Android device from the "Home" and "Recent" sections in the app. However, if you log out, the course will disappear from the "Home" section.

Additional FAQ

If you need further assist with Smartsheet, here are some more questions that could come in handy:

How to Create a Feedback Grade in Smartsheet?

Creating a feedback form in Smartsheet means you lot'll have to create a standard form for your Feedback canvass. If y'all don't accept a sail with the feedback questions, you need to make 1 beginning.

Hither are the steps to creating a feedback class:

1. Open the Smartsheet app on your PC internet browser.

ii. Observe the Feedback sheet in which you want to create a form.

3. Click on the "Forms" tab in the upper left-manus corner of the app window.

4. Select the "+ Create Course" to make a new class.

If you lot don't want to make a form from scratch, you can find tons of costless feedback templates on this page. When you find the template yous like, cull the "Smartsheet" option side by side to Excel and PDF.

This will automatically open the template in the browser app. These templates come with pre-congenital forms. To manage them, follow the steps below:

one. Open the template y'all just downloaded.

two. Click on the "Forms" push at the height left-hand side of the window.

3. Select "Manage forms."

iv. Click on the pre-built form to manage it.

How to Create a Survey Form in Smartsheet?

You can use Smartsheet forms to collect your survey results. Doing so will crave making a sheet where each cavalcade volition represent a specific survey question. When you're done entering survey questions, merely employ the general steps to creating a class:

1. Open a sheet in the browser desktop app where you want to brand a form.

2. Click on "Forms" and then "Create Form."

3. Customize the grade fields by deleting, adding, or renaming them.

You'll detect that the survey questions are added to the form past default. Later on you share the course with others, each new submission volition appear as a new row in its respective sail.

How to Create a Fillable Grade in Smartsheet?

Every form you create in Smartsheet is a fillable form. You lot can follow the same steps that apply for creating a new course:

one. Open a sheet in the browser desktop app where you want to make a grade.

two. Click on "Forms" and then "Create Form."

three. Customize the form fields by deleting, adding, or renaming them.

The column names on your sheet volition automatically appear on the form. You tin can add together new grade sections and customize them by clicking on each course chemical element. You can choose among many column types such equally text/number, checkbox, engagement, single or multi-select drop-downs, and and then on.

Optimize Your Workflow

Creating forms in the Smartsheet app is a great way to gather and manipulate information. Having easy access to of import information regarding your business project is essential in optimizing your workflow. That's why we've shown you how to create forms with this robust project direction app. Unfortunately, mobile app users might not be thrilled that they can't create forms on their phones. But the important thing here is that everyone has access to them, no thing what device they're using.

Would you prefer to have the option of creating Smartsheet forms on your mobile phone? Do you prefer using the Smartsheet app on your phone or desktop? Share your experiences in the comments section below.

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Source: https://www.alphr.com/create-form-smartsheet/

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