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.

Anyone who can access the form can use it to submit information to the sheet.

表单提交总是创建新行。如果you want to give someone the ability to edit an existing row, you'll want to send them an Update Request. For more information, seeSave Time and Work Faster With Automated Workflows.

For the best experience when submitting a formfrom a mobile device,open the form in the mobile app (iOSorAndroid).

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Create a new form

1. Open the sheet that you want to attach the form to.

2. On the top left of the sheet, click形式>Create Form.
   
   When a new form is created, all columns (except for System columns) from your sheet will automatically be added to your form. Each field will function similarly to its respective column type.
   
   For Contact Lists and Dropdown Lists, this includes theRestrict to list values onlycheckbox. When this box is checked, people submitting on the form can only select from values listed in the column values.
   
   SeeUse the Best Column Type for Your Datafor more information about each column type.
   
   By default, the title of the form corresponds to the sheet name and the fields on the form correspond to the names of their associated sheet columns.
   
   

3. Select an element from the center form preview to edit its settings, displayed in the right panel. For more information about field settings, seeEdit or Remove Fields in a Form.
4. UseSettingsat the top of the form builder to adjust any form-level settings. For more information, seeManage Form Display and Submission Options.
5. When you’ve finished setting up your form, selectSaveat the top-right to save your changes.

Character count limits on form fields

This chart shows the limitations (if any) on the fields you can use in a form.

Field name	Character count limit
Form title	100
Form rich description	100
Form field label	100
Form field rich help text	no limit
Header	100
Description rich text	4000
Confirmation message	4000
Response field	4000

Preview and see sharing options

1. SelectOpen Formto preview the form to ensure it’s configured correctly.
   After you've previewed the form, you can close the browser tab that it opens in.
2. SelectShare Formto email the form directly from Smartsheet, copy the form link, or embed it in a dashboard or webpage.
3. Select the back arrow in the top-left corner of the form editor to close it and return to the sheet.

The name of the form you’ve created will appear in the Form Manager where you can distribute the form, view its properties, and more.

Once you share a form, people will be able to use it to add information to your sheet. Each form submission will appear as a new row.

即使你编辑形式,链接到它will remain the same. Changes you make will appear on the form when you save them.