Smartsheet Data Collection: Forms.

As a Smartsheet User, you are probably already aware of how Smartsheet Forms can transform the way your team collects data. But do you know all the Tips and Tricks to get the best results?

Join us on Wednesday 21st July at 16:00 BST for a free webinar where we will be focussing on Smartsheet Data Collection: Forms.

During the demonstration we will cover the basics, and show you how to create a standard form, including how to: 

  • Capture new data and update an underlying Smartsheet.
  • Update the field properties by adding labels and help.
  • Set layout options and default values.
  • Adjust security settings, automated responses and design theme to make the user experience as straightforward as possible.  

We’ll also explore the Conditional Logic area where you can show only the fields, *headings or *dividers that are relevant.

Chief Smartsheet Solutions officer Debbie Sawyer will also present a run down on how you can use helper columns within forms to provide a set of dropdown values that relate to previous responses within the form, creating the appearance of conditional dropdown list values.

Clients are often asking us, “How can we use forms to UPDATE rows in Smartsheet?”  Smartsheet offers an Update Request function, however Update Request forms are not customisable. 

We have helped our clients resolve this issue by creating an updating form including conditional logic, by embedding webform technology into a Smartsheet solution.  Our CTO Dr James Harris will demonstrate how this is achieved and discuss the scope of possibilities this technology can bring. Read our case study on how we helped tech giant, Sony Electronics, with a bespoke webform solution.

As always, our team of experts will be monitoring the chat window and answering any questions raised within the demonstration allowing time for Q&A afterwards too.

We can’t wait to see you there!

Register now for Wednesday July 21st at 16.00 BST.

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*Exciting NEW features!