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Home/Smartsheet/Smartsheet Forms for Data Intake
Smartsheet

A Smartsheet Form Collects the Data. We Make It Do Something the Moment It Arrives.

Smartsheet's native Forms feature generates a web form straight from a sheet's own columns, which you can share as a public link. Every submission lands as a new row, with field types, required fields, and conditional logic all matching whatever you've set up on the sheet.

How to build and share a Smartsheet form

Creating a form is a matter of choosing which columns to include and in what order, from the sheet's own Forms panel. Smartsheet generates the fields automatically based on each column's type.

Conditional logic lets a form show or hide fields based on an earlier answer, keeping it from overwhelming someone with questions that don't apply to their situation.

For sharing a view of the sheet without handing out a full Smartsheet license, Dynamic View gives an external contact (a client, a field crew member) a limited, controlled window into specific rows and columns, submission included.

Where a submission stops being useful on its own

A form submission becomes a row. That's it. Turning that into the next real step, a project kickoff, an invoice, a notification to whoever's supposed to act on it, is still a manual task waiting for someone to check the sheet.

For intake forms especially, that gap between "the data arrived" and "someone did something with it" is often where the real delay in a process lives.

Where this shows up in practice

01

A submission that creates the matching record elsewhere

The moment a form's submitted, we create the matching record in a CRM or billing system automatically, instead of someone checking the sheet and re-entering it by hand.

02

An intake form that kicks off the next step

A client intake form can trigger the actual project setup it's supposed to start, not just add a row someone has to notice and act on.

03

Got a form that collects data and then just... sits there?

Tell us what should happen the moment it's submitted, and we'll build it.

Let's talk

Form's collecting the data fine. What happens to it after that's still manual?

Tell us what a submission is supposed to trigger, who needs to know, what should happen next, and we'll build that connection. Forms are the front door; the real automation win is usually in what happens the instant someone walks through it.

Let's talk →

Questions people ask

Does Smartsheet have forms?

Yes, Smartsheet's native Forms feature generates a shareable web form directly from a sheet's columns, with each submission landing as a new row.

Can clients submit a Smartsheet form without a license?

Yes, forms are designed to be filled out by anyone with the link, no Smartsheet account required. Viewing results afterward still requires appropriate access to the sheet itself, or a Dynamic View setup for limited visibility.

What is Dynamic View in Smartsheet?

Dynamic View gives an external contact, a client or field crew member, a controlled, limited view into specific rows and columns of a sheet, including submission capability, without granting a full Smartsheet license.

Can a Smartsheet form notify someone automatically?

Combined with an Automated Workflow triggered on a new row, yes, a submission can fire an alert to whoever needs to know, without manually checking the sheet.

Let's talk

Tell us the one thing your team does manually that eats up time. We read every message and reply within a day.