Manage form display and submission options

You can customize forms in Smartsheet. You can change the form layout, show or hide Smartsheet branding, and add security settings.

To manage your form, follow these steps:

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

There you have it! InSettingsyou can:

• Customize your form layout
• Make a hidden field visible in your form
• Show Smartsheet branding in the form footer
• Configure the security settings of your form
• Set up what the submitter sees after completing the form
• Specify where new submissions should appear on the sheet
• Send the user a copy of their form responses

Customize your form layout

1. In theSettingstab, go to theTheme & Brandsection.
2. Select a layout from these options:
   • Vertical:Choose this layout if you want your logo, title, description, and form to have a center alignment.
   • Side-by-side:Use this layout when you have a long form description, or choose this if you want your description to be visible while scrolling through the form
   • Plain:Use this to embed your form(s) in a website. This layout removes all logos, colors, and formatting from the form.

In theColors Settings & Logoform,edit the color and logo of your form.

Make a field visible in your form

If your form has hidden fields, you can change the field settings to show the fields in the form.

1. At the top of your sheet, select形式>Manage Forms.
2. In the形式dialog, select the form you need to edit.
3. Once you’re in the form builder, select the field you need to check.
   
   This example selects theClient Fieldto open theField Settingspane.
   
   Notice the Client Email field in the image. If a field is grayed out, it’s hidden. You don’t have to select every field to check if it’s hidden or not.
   
4. If theHiddentoggle is on, toggle turn off theHiddentoggle.
   

Show Smartsheet branding in the form footer

Smartsheet enables this option by default. To remove Smartsheet branding, turn off theShow Smartsheet branding on the form footertoggle.

This removes Smartsheet branding from:

• Form footer
• Form confirmation footer
• Mobile web form

Only Business and Enterprise plan subscribers can disable this option.

To apply security settings to your form

1. In theSettingstab of the form builder, go to theSecuritysection.
2. Turn on the security settings you want to use for the form.

Your Sys Admin may have set minimum security settings on your account. Not all users will see all options listed here.

Security setting details

By default, all forms are available to anyone with the link.

When you useRequire people to log in to Smartsheet to access this form:

• Users who access your form(s) will have to log in with their Smartsheet account
• Users don’t need a Smartsheet license, a valid username and password will do
• Users who don’t have a Smartsheet account can create a free account to log in and access your form(s)

Restrict form access to people in my account via the Safe Sharing Listis only available in Enterprise plans.

When you use this option:

• The above applies
• User login domain must match an approved domain in your Safe Sharing List in the Admin Center.Learn more about Safe Sharing.

Reduce spam with CAPTCHA

reCAPTCHA detects any suspicious activity and challenges suspected bots. You can enable reCAPTCHA to prompt users to prove they’re not bots. When a user chooses to receive a copy of their responses, Smartsheet automatically enables reCAPTCHA on all forms.

If you don’t want to send form copies,turn off that option in theSend Email of Submissionssectionin the form builder.

China blocked the invisible reCAPTCHA on their internet platforms. Form submitters in China may experience issues if you’ve enabled this option or if they’ve selectedSend me a copy of my responses.

Set up what the submitter sees after completing the form

1. In theSettingstab of the form builder, go to theWhat should happen after the form is submittedsection.
2. From the dropdown list, select the action you want to apply.
   • Display this confirmation message:Choose this option if you only want the user to see a message confirming receipt of their response.

     • The default confirmation message isSuccess! We've captured your response. You can modify it, if necessary

   • Reload the same form for another entry:Choose this option if you anticipate the user(s) sending multiple responses.

   • Send the user to link:Use this feature if you need the user to go to a website after submitting their form responses.
     NOTE: When you choose this option, you’ll have to enter the URL where you want the user to land.

Specify where new submissions should appear on the sheet

You can add the new form entries at the top or bottom of the sheet.

1. In theSettingstab of the form builder, go to theNew Submissions should appear on thesection.
2. Select where you want to add the new form responses.

If submissions appear after several blank rows,delete those blank rows.

Smartsheet doesn’t add new submissions under a specifiedparent rowor cell.

Send the user a copy of their form responses

1. In theSettingstab of the form builder, go to theSend Email of Submissionssection.
2. SelectAllow submitter to email a copy of formsubmission.
3. Type over the default text if you want to customize the message.

Privacy of a form submitter’s email address

The user’s email address is anonymous. If there is aCreated bycolumn, the value form owners will see in it isweb-form@smartsheet.com. However, if the form allows only Smartsheet users to submit responses, it’ll reflect the submitter’s email address.

Using a URL query string for the Send Email Submissions feature

When you use aURL query string在你独特的链接,Send me copy of my responsesoption will be on for users by default. They’ll still have an option to deselect it if they want to.

With a URL query link, they won’t have to fill in the电子邮件addressfield.

However, URL query strings can’t help you automate form confirmation emails to sheet owners and collaborators. If you want to receive email alerts when new entries come in, useautomated workflows.