What is a Form in Smartsheet
A form is a data entry tool that allows you to easily record or capture information from your team members throughout their work. Forms allow you to collect feedback on specific ideas or tasks and then organise it into a spreadsheet.
As forms are just a great way to collect and manipulate information for large and small datasets, using the correct tool can significantly impact your workflow. It can be confusing to learn a new tool, but you have come to the right place. We have created a helpful resource guide to help you start creating forms quickly and easily.
This article will show you how to create a form in Smartsheet on your PC, iPhone, or Android app!
How to Create a Form in Smartsheet on a PC?
The fastest way for your company to gather market data and get new business is through forms. When a user submits a new piece of information, it will go into a new row of the form tool at the bottom. This makes access easy to give you more accurate and helpful results.
A new feature in Smartsheet allows your team to add new information to the sheet without needing email permission from the company owner. For those unable to download the Smartsheet app for Windows or Mac, you can access it directly from its browser version.
It is rare to use a PC to create a new form in Smartsheet; the process is relatively straightforward. Read our detailed instructions on how to do so:
- Open the Smartsheet app on your preferred PC browser.
- Go to your Smartsheet account.
- Create a form that you can use to manage all your work.
- Open “Forms” in the top left section of the app window.
- Select the “+ Create Form” in the top right corner to make a new form.
How to Create a Form in the Smartsheet iPhone App?
How to Create a Form in the Smartsheet iPhone App? Navigating through forms is one of the strengths of a mobile app. Using your phone as an input device allows people to utilise a fully mobile layout. Editing forms through the app is not possible. You’ll need to create a new form on your computer, log in, and access it from your iPhone on the Smartsheet app.
With UpForm, You can easily build an online form that allows you to build forms quickly and easily. It’s perfect for creating surveys, contact forms, or anything else that requires a form.
To access a form in your iPhone Smartsheet app, simply follow these steps:
- Follow the steps from the “How to Create a Form in Smartsheet on a PC” section above.
- Copy the URL below and take it to your mobile device. To copy the URL, head to “Share Form” to “Link.” Alternatively, email a link to the form to someone and open it on your iPhone.
- Open the file on your iPhone with “File. Open Files.” Select Smartsheet.
- Please log in to your Smartsheet account, if necessary.
- You can now import your forms from the export tool, but you must set them up manually.
Tip: To access your most recently opened forms, swipe right on your iPhone’s “Recent” icon. The forms will still be saved even if you log out of the app.
Conclusion
The steps mentioned above will help you use the Smartsheet app easier, especially if you create your first form! Leave a comment if you have something to ask and place your experience!
Original Source: https://bit.ly/3wrYvzM
