Chief Smartsheet Solutions Officer Debbie Sawyer kicked off with a run down on Smartsheet’s core product function, and a reminder of how smart forms in Smartsheet are one of the biggest benefits and efficiency gains to business users.

CTO James Harris then took us through an enhanced webform solution, developed by our team to take Smartsheet forms to the next level by utilising multiple levels of conditional logic (Where the next question changes depending on the value chosen in the last question.)

Catch up on the live recording below, and you can watch this along with other previous webinars and demos over on our Youtube page. If you would like us to help you implement conditional logic with your Smartsheet forms, contact us for a free consultation today.

We’re taking a break for August but join us in September for more tips and tricks.

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The post Webinar #6: Webforms in Smartsheet. Thanks For Joining Us! appeared first on SmarterBusinessProcesses.

Join us on Wednesday 21st July at 16:00 BST for a free webinar where we will be focussing on Smartsheet Data Collection: Forms.

During the demonstration we will cover the basics, and show you how to create a standard form, including how to: 

• Capture new data and update an underlying Smartsheet.
• Update the field properties by adding labels and help.
• Set layout options and default values.
• Adjust security settings, automated responses and design theme to make the user experience as straightforward as possible.  

We’ll also explore the Conditional Logic area where you can show only the fields, *headings or *dividers that are relevant.

Chief Smartsheet Solutions officer Debbie Sawyer 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.

Clients are often asking us, “How can we use forms to UPDATE rows in Smartsheet?”  Smartsheet offers an Update Request function, however Update Request forms are not customisable. 

We have helped our clients resolve this issue by creating an updating form including conditional logic, by embedding webform technology into a Smartsheet solution.  Our CTO Dr James Harris will demonstrate how this is achieved and discuss the scope of possibilities this technology can bring. Read our case study on how we helped tech giant, Sony Electronics, with a bespoke webform solution.

As always, our team of experts will be monitoring the chat window and answering any questions raised within the demonstration allowing time for Q&A afterwards too.

We can’t wait to see you there!

Register now for Wednesday July 21st at 16.00 BST.

And don’t forget, you can Subscribe to our regular Tips & Tricks emails and get alerted about our latest Webinars. Subscribe to our YouTube channel too and keep up to date with our latest solutions and past Webinars.

*Exciting NEW features!

The post Smartsheet Data Collection: Forms. appeared first on SmarterBusinessProcesses.

Build your custom form in the user-friendly interface and add conditional logic to ensure the questions are relevant for each person who’ll fill it out. Then share the form so colleagues, contractors, clients, and others can easily submit information and files from their desktop and mobile devices, wherever they’re located.

The post Smartsheet Forms now with Conditional Logic appeared first on SmarterBusinessProcesses.