Viewing Submitted Forms
Good morning,
I'm creating a form that I'd like to be able to save the responses as a PDF document. As far as I can tell, the only way to see submitted forms is through the sheet itself - not in any "document" format that could be easily saved to a DMS. Is there a method to show submitted form data in a way that would allow for a single view of a form submission to be able to save it?
Thank you,
Chris Hockey
Answers
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Andrée Starå ✭✭✭✭✭✭
Hi Chris,
There are a couple of options.
If you right-click on a row and select Row Actions > Print, you can print to pdf and save it.
Another option could be to use the integration with Google Doc to automatically create PDF’s for multiple rows in one go.
Would one of those options work/help?
I hope that helps!
Have a fantastic week!
Best,
Andrée Starå
Workflow Consultant / CEO @WORK BOLD
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KFall ✭
I am looking to do the same thing. For example, I have a form with 4 fields. When someone initially fills out the form, they may only have info for 3 of the fields, and then submit the form. Days later, they obtain the info needed for the 4th field.
I would like them to be able to open the form again, and input the 4th field. But, from what I can tell, the only option I have is for them to open the SHEET, and type the info into the cells on the SHEET.
Is that the only option? A form you can only access once?
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AB200001 ✭
Me too! The form is so pretty that I want to be able to see the answers in that exact format. I get that this is a spreadsheet program but if you're going to make a form you should have access to the completed form in that format and not just as a spreadsheet.
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AB200001 ✭
Yes! We will need updated forms and do not want the submitter to have to start from scratch each time.
Categories
Forms do not allow for formulas to be executed on them. <\/p>
A Form is an object belonging to a grid. You cannot access a second grid's data via that Form.<\/p>
You also cannot reference column names with curly brackets on Forms. Forms are for creating new lines. Curly brackets would reference existing lines. Totally different scope for each.<\/p>
All the best,<\/p>
-Ray<\/p>"},{"commentID":362275,"body":"
Hi @Ibrahim Khaleel<\/a> Unfortunately, I haven't seen any formula working for a form - it is generally used to grab data from resources like an update request.<\/p>
Hi @maltaee<\/a> Charting is a bit tricky in Smartsheet. The best solution I can suggest is, create summary fields in your sheet with the desired values. For example, you want to chart task name and status so create a summary field by name Status-Not Started that uses the formula - COUNTIFS([Status]:[Status], \"Not Started\") and you'll get your values in there. If you want a sum instead, use SUMIFS and so on. <\/p>
You can now chart it out on your dashboard using the summary fields.<\/p>