Edit or remove fields in a form

Applies to

Smartsheet
  • Pro
  • Business
  • Enterprise

Capabilities

Who can use this capability

The Sheet Owner and Sheet Adminscan create and edit forms. Anyone with access to the form can submit an entry on the form.

A license is required to create and edit forms. If you are using a Trial version of Smartsheet, you can create forms, but those forms cannot be shared. Not sure of your plan type or whether you have a license? SeeIdentify Your Smartsheet Plan and User Type.

You can add, arrange, and remove form fields even after you’ve created your form. To start editing form fields, go to the form builder.

To go to the form builder

  1. SelectForm>Manage Forms.
  2. Open the form you need to customize.
  3. Once you’re in the form builder, go to theFormtab.

To remove a single element from the form, hover over it and select the trashcan icon in the top-right of that field, or drag and drop it from your form to the left panel. To remove all fields from your form, use theRemove AllorAdd Allbuttons in the left panel. These actions will only remove the field from your form and will not delete the corresponding column from the sheet. SeeAdd Additional Elements to the Formfor more information.

To add, arrange, and remove form fields

You can do the following actions in the form builder.

Action

Step

Remove a form field

Hover the pointer over the field, and selectRemove a Form Field icon.

Add a form field

SelectAdd a Form Field icon.

Move the form field

To move a form field up or down, selectMove Up iconorMove Down icon, respectively. You can also select and drag the form field to where you want it to place it.

Remove all fields in the Fields pane

In the leftFieldspane, selectRemove All.

Add all fields in the Fields pane

In the leftFieldspane, selectAdd All.

Edit the form field settings

When you select a field in the form builder, you can edit its settings in the Field Settings pane. In the Field Settings pane, you’ll see these tabs:

  • Field:Modify a field’s label and other properties
  • Logic:Define what happens based on the values the user selected in the form field

To edit the form field settings

Select a field, and edit its properties in theField Settingspane.

Use this section/property To do this
Column Properties box View and edit the column name, column type, and column properties such as the values in the contact list or dropdown.
Label Choose to either use the column name or a custom label as the name of the form field.
Help Text Add a description, instruction, or help text to appear underneath the form field.
Display As Use this to specify how the following columns are displayed in the form:
  • Text/Number
  • Checkbox
  • Dropdown (Single Select)
  • Dropdown (Multi Select)
  • Symbols
Required Field Make a form field mandatory.
Hidden Field Use this if you don’t want to display the field in the form.
Default Value Specify a default value for the field. When the form is opened, this default value will automatically be selected and can be changed by the submitter.
Validation Add simple character and pattern-basedvalidation to Text/Number and Contact List fields in your form to help you collect consistent, error-free data.

Tips and other notes about editing form field settings

In the Display As section

The field display options depend on the column type of your field.

Column type Available form field display options
Text/Number
  • Single-line text box
  • Multi-line text box
Checkbox
  • Label above
  • Label to the right
Dropdown (Single Select)
  • Dropdown (Single Select)
  • Vertical Radio Buttons
  • Horizontal Radio Buttons
Dropdown (Multi Select)
  • Dropdown (Multi Select)
  • Vertical Checkboxes
  • Horizontal Checkboxes
Symbols
  • Dropdown (Single Select)
  • Vertical Radio Buttons
  • Horizontal Radio Buttons

With conditional logic

You can make required fields appear in the form only on certain conditions.

For example: You created a conditional logic that makes theDeadlinefield appear when the user choosesUrgentin thePriorityfield. If the user choosesLowin thePriorityfield, theDeadlinefield wouldn’t appear even if it’s a required field. It will only appear when the user selectsUrgentin thePriorityfield.

Using the Hidden and Default value features

You can include a certain value in a specific column without the form submitter completing that question.

要做到这一点,使用隐藏和默认值特点res together. For example, you wantOpento be the default value in theStatusfield, and you don't want the user to see that field. Set theStatusfield as a hidden field. Then in theDefault Valuebox, select/typeOpen.

If you aren’t specifying a default value, you can remove the hidden field from the form instead.

System columns in forms

You can’t add System columns in forms. However,you can add System columns to the sheet to automatically track certain information, such as the date and time of the submission.