Form

I currently have an excel spreadsheet that I want to turn into a form to help out my field techs.

Each week they test several generators and currently fill out the spreadsheet with each weeks results of the test for each generator. I would like to create a form for each generator that will track all the results on one document per generator that we can give the customer with the progressive results of that month.

Is there a way to do this?

I have attached a sample of the excel sheet they current fill out.


Answers

  • SRLinhardt
    SRLinhardt ✭✭✭✭

    Yes you can do this in a smartsheet form.

    我有时鳍d it easier to create the grid, then create the form instead of creating the columns in the grid.

    You can have multiple types of questions, with drop downs, radio buttons, or checkboxes.

    What help do you need to get started?

  • I can create the a form my question is can I populate the same mapped document week to week for one month?

  • Heather_Verde
    Heather_Verde ✭✭✭✭✭

    Each new submission from your form will result in a new row on your backend sheet. You can have the same form up indefinitely. You can set up the sheet to have a "Created" field which will capture the date the row was created, so that can definitely help you in your reporting for the week. You can also have fields on the backend sheet that do not appear on the form, which you can use to also help you with reporting. There are several ways to report the information as well. The users can see the entire sheet, or you can build various reports and they can have access to those, or you can create a dashboard on which you can collect and display different types of data and charts to share your information.

Yeah. That does sound like it could take awhile. Haha. And if you knew the sheet I'd, you'd be able to just jump to it in SS instead of needing the api.<\/p>


<\/p>

Maybe a product enhancement request to expand the workflow portion of the api to include the sheet id is in order.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":227,"urlcode":"api-and-developers","name":"API and Developers"},{"tagID":334,"urlcode":"automations","name":"Automations"},{"tagID":448,"urlcode":"workflows-in-smartsheet","name":"Workflows in Smartsheet"}]},{"discussionID":109144,"type":"question","name":"Can you automatically rename\/add prefix to a mapped document?","excerpt":"I'm having an issue where I'm regularly automating a mapped document. The input comes in via a form, the service rep makes sure all content is ok, then hits the \"create PDF\" checkbox. A PDF is created and attaches itself to the row. This is great, and gets around the fact you can't just print a nice looking version of the…","snippet":"I'm having an issue where I'm regularly automating a mapped document. The input comes in via a form, the service rep makes sure all content is ok, then hits the \"create PDF\"…","categoryID":321,"dateInserted":"2023-08-18T14:12:34+00:00","dateUpdated":null,"dateLastComment":"2023-08-18T16:30:13+00:00","insertUserID":162047,"insertUser":{"userID":162047,"name":"Nat","title":"Project Manager","url":"https:\/\/community.smartsheet.com\/profile\/Nat","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/TGR5VC4AXHS3\/nABTHIGSKZB11.jpg","dateLastActive":"2023-08-18T17:09:13+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":45516,"lastUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-08-18T20:45:06+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":8,"countViews":70,"score":null,"hot":3384748967,"url":"https:\/\/community.smartsheet.com\/discussion\/109144\/can-you-automatically-rename-add-prefix-to-a-mapped-document","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/109144\/can-you-automatically-rename-add-prefix-to-a-mapped-document","format":"Rich","tagIDs":[204,334,539],"lastPost":{"discussionID":109144,"commentID":391421,"name":"Re: Can you automatically rename\/add prefix to a mapped document?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/391421#Comment_391421","dateInserted":"2023-08-18T16:30:13+00:00","insertUserID":45516,"insertUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-08-18T20:45:06+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-18T14:58:45+00:00","dateAnswered":"2023-08-18T14:34:35+00:00","acceptedAnswers":[{"commentID":391406,"body":"

When you are setting up your mapping, you can drag and drop a field into the \"Output Document Name\" portion at the top of the mapping. You would just need a field that contains the document name (usually generated by a formula).<\/p>


<\/p>

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\n \n \"image.png\"<\/img><\/a>\n <\/div>\n<\/div>\n


<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":204,"urlcode":"Forms","name":"Forms"},{"tagID":334,"urlcode":"automations","name":"Automations"},{"tagID":539,"urlcode":"generate-document","name":"generate document"}]},{"discussionID":109094,"type":"question","name":"Search tool not working","excerpt":"My search tool is not working. I can only search for the full content. EX: if I want to search for a vehicle VIN I only use the last 5 digits instead of the full 17. I do use the * and it still does not work. Was working fine Monday. Yesterday it starting giving me issues. I have logged out and back in and also cleared my…","snippet":"My search tool is not working. I can only search for the full content. EX: if I want to search for a vehicle VIN I only use the last 5 digits instead of the full 17. I do use the…","categoryID":321,"dateInserted":"2023-08-17T14:37:38+00:00","dateUpdated":null,"dateLastComment":"2023-08-18T21:13:35+00:00","insertUserID":165272,"insertUser":{"userID":165272,"name":"Anita Barnett","url":"https:\/\/community.smartsheet.com\/profile\/Anita%20Barnett","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!nEfmv--nCTI!mcMkfpPfLLo!9jrYbX_6zpY","dateLastActive":"2023-08-18T21:15:55+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":163506,"lastUser":{"userID":163506,"name":"JamesB","title":"IT Project Manager","url":"https:\/\/community.smartsheet.com\/profile\/JamesB","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/avatarstock\/nEQMY42MFGXWS.png","dateLastActive":"2023-08-18T21:34:29+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":7,"countViews":62,"score":null,"hot":3384680473,"url":"https:\/\/community.smartsheet.com\/discussion\/109094\/search-tool-not-working","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/109094\/search-tool-not-working","format":"Rich","lastPost":{"discussionID":109094,"commentID":391506,"name":"Re: Search tool not working","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/391506#Comment_391506","dateInserted":"2023-08-18T21:13:35+00:00","insertUserID":163506,"insertUser":{"userID":163506,"name":"JamesB","title":"IT Project Manager","url":"https:\/\/community.smartsheet.com\/profile\/JamesB","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/avatarstock\/nEQMY42MFGXWS.png","dateLastActive":"2023-08-18T21:34:29+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-18T20:41:18+00:00","dateAnswered":"2023-08-18T18:58:07+00:00","acceptedAnswers":[{"commentID":391463,"body":"

@Anita Barnett<\/a> Ok. I understand you are trying to do a wild card search using the search box in Smartsheet. Using a prefix wild card in the search box is no longer supported.<\/p>

\n \n https:\/\/help.smartsheet.com\/articles\/522231-searching-in-smartsheet\n <\/a>\n<\/div>
\n
\n \n \"image.png\"<\/img><\/a>\n <\/div>\n<\/div>\n

If your search is in the same sheet, I would recommend highlighting the VIN column and using a ctrl+f to bring up a find box and use that to search for the data.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&categoryID=321&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&sort=-hot&limit=3&expand%5B0%5D=all&expand%5B1%5D=-body&expand%5B2%5D=insertUser&expand%5B3%5D=lastUser&status=accepted","prevURL":null,"currentPage":1,"total":4958,"limit":3},"title":"Trending in Smartsheet Basics","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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