{"id":14662,"date":"2021-07-15T11:27:05","date_gmt":"2021-07-15T11:27:05","guid":{"rendered":"https:\/\/smarterbusinessprocesses.com\/?p=14662"},"modified":"2021-07-19T15:18:44","modified_gmt":"2021-07-19T15:18:44","slug":"smartsheet-data-collection-forms","status":"publish","type":"post","link":"https:\/\/smarterbusinessprocesses.com\/smartsheet-data-collection-forms\/","title":{"rendered":"Smartsheet Data Collection: Forms.","gt_translate_keys":[{"key":"rendered","format":"text"}]},"content":{"rendered":"\n<p>As a Smartsheet User, you are probably already aware of how <a href=\"http:\/\/smarterbusinessprocesses.com\/smartsheet-forms\/\">Smartsheet Forms<\/a> can transform the way your team collects data.&nbsp;But do you know all the Tips and Tricks to get the best results?<\/p>\n\n\n\n<p><strong>Join us on Wednesday 21st July at 16:00 BST for a free webinar where we will be focussing on Smartsheet Data Collection: Forms.<\/strong><\/p>\n\n\n\n<p>During the demonstration we will cover the basics, and show you how to create a standard form, including how to:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Capture new data and update an underlying Smartsheet.<\/li><li>Update the field properties by adding labels and help.  <\/li><li>Set layout options and default values.<\/li><li>Adjust security settings, automated responses and design theme to make the user experience as straightforward as possible.&nbsp;&nbsp;<\/li><\/ul>\n\n\n\n<p>We\u2019ll also explore the <a href=\"https:\/\/help.smartsheet.com\/articles\/2481701-use-conditional-logic-to-streamline-form-submissions\" target=\"_blank\" rel=\"noopener\">Conditional Logic<\/a> area where you can show only the fields, *headings or *dividers that are relevant.<\/p>\n\n\n\n<p>Chief Smartsheet Solutions officer <a href=\"http:\/\/smarterbusinessprocesses.com\/team\/debbie-sawyer\/\">Debbie Sawyer<\/a> will also present a run down on how you can use helper columns within forms to provide a set of dropdown values that relate to previous responses within the form, creating the appearance of conditional dropdown list values.<\/p>\n\n\n\n<p>Clients are often asking us, \u201cHow can we use forms to UPDATE rows in Smartsheet?\u201d&nbsp; Smartsheet offers an <a href=\"https:\/\/help.smartsheet.com\/learning-track\/smartsheet-intermediate\/update-requests\" target=\"_blank\" rel=\"noopener\">Update Request<\/a> function, however Update Request forms are not customisable.&nbsp;<\/p>\n\n\n\n<p>We have helped our clients resolve this issue by creating an <strong>updating form including conditional logic,&nbsp;by embedding webform technology into a Smartsheet solution.<\/strong>&nbsp; Our CTO Dr <a href=\"http:\/\/smarterbusinessprocesses.com\/team\/dr-james-harris\/\">James Harris<\/a> will demonstrate how this is achieved and discuss the scope of possibilities this technology can bring. Read our <a href=\"http:\/\/smarterbusinessprocesses.com\/smartsheet-helps-the-sony-hr-team-turn-up-the-volume\/\">case study<\/a> on how we helped tech giant, Sony Electronics, with a bespoke webform solution.<\/p>\n\n\n\n<p>As always, our team of experts will be monitoring the chat window and answering any questions raised within the demonstration allowing time for Q&amp;A afterwards too.<\/p>\n\n\n\n<p>We can\u2019t wait to see you there!<\/p>\n\n\n\n<p class=\"has-text-align-center\"><a href=\"https:\/\/app.smartsheet.com\/b\/form\/9fca8a27912e4fd39dc058603e69c49f\" target=\"_blank\" rel=\"noopener\"><strong>Register now for Wednesday July 21st at 16.00 BST.<\/strong><\/a><\/p>\n\n\n\n<p>And don\u2019t forget, you can<a href=\"https:\/\/www.smarterbusinessprocesses.com\/tips-tricks\/\">&nbsp;Subscribe<\/a>&nbsp;to our regular Tips &amp; Tricks emails and get alerted about our latest Webinars.&nbsp;<a href=\"https:\/\/www.youtube.com\/c\/SkillsfinderInfo\/videos\" target=\"_blank\" rel=\"noreferrer noopener\">Subscribe to our YouTube<\/a>&nbsp;channel too and keep up to date with our latest solutions and past Webinars.<\/p>\n\n\n\n<p>*Exciting NEW features!<\/p>\n","protected":false,"gt_translate_keys":[{"key":"rendered","format":"html"}]},"excerpt":{"rendered":"<p>Join us for our free monthly webinar where we&#8217;ll be covering Smartsheet Webforms. <\/p>\n","protected":false,"gt_translate_keys":[{"key":"rendered","format":"html"}]},"author":11,"featured_media":14663,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2,558],"tags":[562,570,483,6,62],"class_list":["post-14662","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-blog","category-hero","tag-conditional-logic-forms","tag-data-gathering","tag-dropdown-lists","tag-smartsheet","tag-web-forms"],"blocksy_meta":{"styles_descriptor":{"styles":{"desktop":"","tablet":"","mobile":""},"google_fonts":[],"version":6}},"featured_image_urls_v2":{"full":["https:\/\/smarterbusinessprocesses.com\/wp-content\/uploads\/2021\/07\/form-1264999_1920.jpg",1920,1280,false],"thumbnail":["https:\/\/smarterbusinessprocesses.com\/wp-content\/uploads\/2021\/07\/form-1264999_1920-150x150.jpg",150,150,true],"medium":["https:\/\/smarterbusinessprocesses.com\/wp-content\/uploads\/2021\/07\/form-1264999_1920-300x200.jpg",300,200,true],"medium_large":["https:\/\/smarterbusinessprocesses.com\/wp-content\/uploads\/2021\/07\/form-1264999_1920-768x512.jpg",768,512,true],"large":["https:\/\/smarterbusinessprocesses.com\/wp-content\/uploads\/2021\/07\/form-1264999_1920-1024x683.jpg",1024,683,true],"1536x1536":["https:\/\/smarterbusinessprocesses.com\/wp-content\/uploads\/2021\/07\/form-1264999_1920-1536x1024.jpg",1536,1024,true],"2048x2048":["https:\/\/smarterbusinessprocesses.com\/wp-content\/uploads\/2021\/07\/form-1264999_1920.jpg",1920,1280,false],"wp_review_small":["https:\/\/smarterbusinessprocesses.com\/wp-content\/uploads\/2021\/07\/form-1264999_1920-65x65.jpg",65,65,true],"wp_review_large":["https:\/\/smarterbusinessprocesses.com\/wp-content\/uploads\/2021\/07\/form-1264999_1920-320x240.jpg",320,240,true]},"post_excerpt_stackable_v2":"<p>Join us for our free monthly webinar where we&#8217;ll be covering Smartsheet Webforms. <\/p>\n","category_list_v2":"<a href=\"https:\/\/smarterbusinessprocesses.com\/category\/blog\/\" rel=\"category tag\">Blog<\/a>, <a href=\"https:\/\/smarterbusinessprocesses.com\/category\/hero\/\" rel=\"category tag\">Hero<\/a>","author_info_v2":{"name":"Julie Harris","url":"https:\/\/smarterbusinessprocesses.com\/author\/julieh\/"},"comments_num_v2":"0 comments","gt_translate_keys":[{"key":"link","format":"url"}],"_links":{"self":[{"href":"https:\/\/smarterbusinessprocesses.com\/wp-json\/wp\/v2\/posts\/14662","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/smarterbusinessprocesses.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/smarterbusinessprocesses.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/smarterbusinessprocesses.com\/wp-json\/wp\/v2\/users\/11"}],"replies":[{"embeddable":true,"href":"https:\/\/smarterbusinessprocesses.com\/wp-json\/wp\/v2\/comments?post=14662"}],"version-history":[{"count":0,"href":"https:\/\/smarterbusinessprocesses.com\/wp-json\/wp\/v2\/posts\/14662\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/smarterbusinessprocesses.com\/wp-json\/wp\/v2\/media\/14663"}],"wp:attachment":[{"href":"https:\/\/smarterbusinessprocesses.com\/wp-json\/wp\/v2\/media?parent=14662"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/smarterbusinessprocesses.com\/wp-json\/wp\/v2\/categories?post=14662"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/smarterbusinessprocesses.com\/wp-json\/wp\/v2\/tags?post=14662"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}