Smartsheet Questions & Answers

To ensure that the data you are collecting is the data you require, you must design the form with required fields, field validations, and dropdowns.

To find out who submitted a form in Smartsheet, you can include a field in your form that asks for the submitter's name or email. The response will appear in the row along with the other submitted data.

You can use automated workflows to trigger alerts, approvals, or updates based on specific criteria in the submitted content to surface relevant information based on it.

Responses to the form are automatically added to the relevant sheet. You can better organize the data by sorting it, applying filters, or generating reports.

You can control data access by setting sharing permissions on the sheet. This ensures that the form submitters will only be able to see what you allow them to.

To set up automatic emails in Smartsheet after a form is filled out, follow the steps given below:

• Open your Smartsheet account
• Add a Contact Column in your Smartsheet
• Navigate to the ‘Automation’ tab within your sheet
• Click on ‘Create from Template’
• Select the ‘Alert Someone When Anything Changes’ option
• Define Trigger Conditions
• Choose the Recipients
• Write a personalized email

To automatically record when a form is submitted in Smartsheet, you can add a Created Date column to your sheet. To do this follow the steps given below:

• Open your Smartsheet account
• Open your sheet
• Input an ‘Auto/System’ Column
• Choose Created Date
• This will record the time and date when a new row was generated and the form was submitted.

To make it easy for someone to fill out your Smartsheet form, you must keep the form simple by asking only the questions that are necessary and using clear labels for each field. You should pre-fill answers where possible to save time, and only mark essential fields as ‘required’ to avoid overwhelming users. Make sure that you provide the users with a direct link to the form to make it easy to access.