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Did my post help answer your question or solve your problem? For Contact Lists and Dropdown Lists, this includes the Restrict to list values only checkbox. Create and share forms to gather and organize information within Smartsheet. For more information, see, For the best experience when submitting a form, Use a URL query string to prefill different default values for the same form, Error When Accessing Form: "This form has been deleted", Brand Smartsheet with your colors and logo, Save Time and Work Faster With Automated Workflows, Manage Form Display and Submission Options. See: Action blocks: Specify what kind of automation is triggered. Changes you make will appear on the form when you save them. I am currently working on a sheet that requires users to select documents from within a dropdown, and then answering whether or not they will be adopting said document. User login domain must match an approved domain in your Safe Sharing List in the Admin Center. If you want to show specific dropdown values based on the value of another field, create a different column for each set of dropdown values. Create a copy of a sheet Click File > Save as New to display the Save as New window. I would be very interested in how this is implemented, as I have not figured out what condition must be met in the automation to move the record. You can work directly from the report and use the sheet as a data repository. Form submissions will always create new rows. She decides to stop manually collecting requests via email and instead use a form that feeds consistent, error-free requests directly into her sheet.The brand new form is pre-populated with fields that automatically map back to the columns in her intake sheet, and each field name and field type match the corresponding column. 2023. Once a form is created, you'll manage it from the Form Manager. On the top left of the sheet, click Forms > Create Form. Create and share forms to gather and organize information within Smartsheet. Consider using default values or query parameters to pre-fill certain fields. Log In | Smartsheet In the report, you can either group related form submissions together or use the sort feature, ensuring new rows automatically appear in the correct grouping or sort order. I just did a test, and was able to duplicate a form and make changes to it without any interference with the original. If you want to give someone the ability to edit an existing row, you'll want to send them an Update Request. Product Instance : Default EU Gov Use Template Explore In-App If you are using a Trial version of Smartsheet, you can create forms, but those forms cannot be shared. Smartsheet forms make it fast and easy to collect and act on data from anyone. Here are some tips to help you work with forms: