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

@Ibrahim Khaleel<\/a>,<\/p>

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>

You have to set up your sheet to have the questions you want and you may use labels\/descriptions in the form to explain it better and you can upload the file consisting of questions you have in the form.<\/p>

Hope this helps!<\/p>

Cheers<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question","log":{"dateUpdated":"2023-02-15 04:10:14","updateUser":{"userID":136854,"name":"Ibrahim Khaleel","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Ibrahim%20Khaleel","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/avatarstock\/n65S9PRP4PA0M.png","dateLastActive":"2023-02-15T04:07:07+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"}}},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":204,"urlcode":"Forms","name":"Forms"}]},{"discussionID":101122,"type":"question","name":"User Error on form submission for one field","excerpt":"I have a form with logic where the Reason for not submitting within 24 hours field appears only if Someone selects \"No\" to a question \"Is this submission within 24 hours of the event\". Both fields have no validation set. Someone just submitted an entry and it came into SS cell as a 'User error' message. I can't figure out…","categoryID":321,"dateInserted":"2023-02-14T18:39:04+00:00","dateUpdated":null,"dateLastComment":"2023-02-14T19:05:51+00:00","insertUserID":157776,"insertUser":{"userID":157776,"name":"OshaK","url":"https:\/\/community.smartsheet.com\/profile\/OshaK","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-02-15T02:41:23+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":157776,"lastUser":{"userID":157776,"name":"OshaK","url":"https:\/\/community.smartsheet.com\/profile\/OshaK","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-02-15T02:41:23+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":24,"score":null,"hot":3352803295,"url":"https:\/\/community.smartsheet.com\/discussion\/101122\/user-error-on-form-submission-for-one-field","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/101122\/user-error-on-form-submission-for-one-field","format":"Rich","lastPost":{"discussionID":101122,"commentID":362235,"name":"Re: User Error on form submission for one field","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/362235#Comment_362235","dateInserted":"2023-02-14T19:05:51+00:00","insertUserID":157776,"insertUser":{"userID":157776,"name":"OshaK","url":"https:\/\/community.smartsheet.com\/profile\/OshaK","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-02-15T02:41:23+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Using Smartsheet","url":"https:\/\/community.smartsheet.com\/categories\/using-smartsheet"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/Y8IX78IGNDBO\/screenshot-2023-02-14-at-10-35-00-am.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"Screenshot 2023-02-14 at 10.35.00 AM.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-02-14T19:06:03+00:00","dateAnswered":"2023-02-14T18:52:29+00:00","acceptedAnswers":[{"commentID":362229,"body":"

@OshaK<\/a> <\/p>

It looks like the person who submitted the form just wrote \"User error\" into the \"Reason it was not submitted within 24 hours\" text box. Have you checked with the person who submitted the form to ask them if they typed that response in?<\/p>"},{"commentID":362230,"body":"

It looks like the person filling out the form entered \"User Error\" as his reason for not submitting within 24 hours. <\/p>

The 2 columns:<\/p>

\"Is this submission within 24 hours of event\" looks like a DROP Down option and I'm assuming the choices are Yes\/No.<\/p>

\"Reason it was not submitted within 24 hours\", appears to be free text, allowing person to enter \"User Error\"<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question","log":{"dateUpdated":"2023-02-14 19:05:55","updateUser":{"userID":157776,"name":"OshaK","url":"https:\/\/community.smartsheet.com\/profile\/OshaK","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-02-15T02:41:23+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"}}},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]},{"discussionID":101105,"type":"question","name":"Selecting columns for visualizing on dashboards","excerpt":"Hello Everyone, I'm stuck in figuring out a way to visualize the below. I know it could be a simple workaround. The current chart visualize the task name and the #. In the new chart, I would like to add a status. It's OK if I don't include the # but SS won't let me visualize them. Thanks,","categoryID":321,"dateInserted":"2023-02-14T16:23:25+00:00","dateUpdated":null,"dateLastComment":"2023-02-14T20:41:02+00:00","insertUserID":152547,"insertUser":{"userID":152547,"name":"maltaee","title":"","url":"https:\/\/community.smartsheet.com\/profile\/maltaee","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!jKEmI3fEzHs!GlknHye32Ts!sXOmDxmK2Wo","dateLastActive":"2023-02-14T20:42:10+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"},"updateUserID":null,"lastUserID":139776,"lastUser":{"userID":139776,"name":"Ipshita","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Ipshita","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/GRQ21NOGTDRV\/nUI97LTJ30CAV.jpg","dateLastActive":"2023-02-14T21:50:50+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":32,"score":null,"hot":3352800867,"url":"https:\/\/community.smartsheet.com\/discussion\/101105\/selecting-columns-for-visualizing-on-dashboards","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/101105\/selecting-columns-for-visualizing-on-dashboards","format":"Rich","tagIDs":[292],"lastPost":{"discussionID":101105,"commentID":362261,"name":"Re: Selecting columns for visualizing on dashboards","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/362261#Comment_362261","dateInserted":"2023-02-14T20:41:02+00:00","insertUserID":139776,"insertUser":{"userID":139776,"name":"Ipshita","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Ipshita","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/GRQ21NOGTDRV\/nUI97LTJ30CAV.jpg","dateLastActive":"2023-02-14T21:50:50+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Using Smartsheet","url":"https:\/\/community.smartsheet.com\/categories\/using-smartsheet"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/HZU963A60P9O\/image.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-02-14T20:32:09+00:00","dateAnswered":"2023-02-14T17:57:59+00:00","acceptedAnswers":[{"commentID":362210,"body":"

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>

Hope this helps.<\/p>

Cheers!<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question","log":{"dateUpdated":"2023-02-14 20:32:09","updateUser":{"userID":152547,"name":"maltaee","title":"","url":"https:\/\/community.smartsheet.com\/profile\/maltaee","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!jKEmI3fEzHs!GlknHye32Ts!sXOmDxmK2Wo","dateLastActive":"2023-02-14T20:42:10+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"}}},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":292,"urlcode":"Dashboards","name":"Dashboards"}]}],"title":"Trending in Using Smartsheet","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">