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Smart Forms Setup Guide
Create forms that can look up and UPDATE existing Smartsheet rows. Eliminate duplicate data entry by letting users modify their own records.
Troubleshooting Resources
Technical Comparison
Compare SmartSyncApp Smart Form with Smartsheet native forms and third-party alternatives. Feature table, pros, cons, and use-case fit.
Before You Start
- You need a sheet with a Unique Identifier column (e.g., Employee ID, Ticket #) to act as a reference.
- Ensure the reference column contains unique values for correct lookup.
Step-by-Step Configuration
- Navigate to Smart Forms
Open dashboard and click "Smart Forms".
- Create New Form
Click "Add Configuration". Give your form a descriptive name.
- Select Sheet & Reference
Choose your target sheet. Then select the "Reference Column" - this is the column users will search/select to find their row (e.g., "Employee ID").
- Select Form Fields
Check the boxes for columns you want users to be able to edit.
- Configure Field Options
Mark specific fields as "Required" if needed. Enable "Prefill" if you want the form to load existing data for the user to see.
- Save & Share
Click "Save". You'll get a unique SmartSync link to share with your users.
Configuration Options Explained
| Option | Description | Required? |
|---|---|---|
| Sheet | The sheet where data will be updated | Yes |
| Reference Column | The column used to identify the row (must be unique) | Yes |
| Enable Prefill | If true, loads current cell values into the form inputs | No |
Troubleshooting
- "Reference not found" error?The value entered by the user doesn't exist in the Reference Column. They can only update rows that already exist.
- Wrong row updated?Ensure your Reference Column values are unique. If multiple rows have the same ID, SmartSync might update the wrong one.