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Set up an “Upsert Form Data and Upload Form to Smartsheet” Workflow recipe
Set up an “Upsert Form Data and Upload Form to Smartsheet” Workflow recipe

Update or add rows to your Smartsheet sheet using data from completed Forms.

Updated over 7 months ago

Automatically update a row, add a new row, and upload a completed Form to your Smartsheet sheet based on your completed Form with Workflows.

🗒️ Note: Smartsheet Workflows are only available to Enterprise-tier accounts.

When you update or add rows based on their condition, it's referred to as upserting.

Before you set up this Workflow, you’ll need to connect Smartsheet.

In the Workflows tab of the GoFormz web app click Create to access the Workflow Recipes Library.

Here, you’ll select the Upsert Form Data and Upload Form to Smartsheet Workflow recipe to navigate to the Workflow Editor where you’ll complete the following steps.

  1. In the Workflow Editor, click the pencil icon.
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    Screenshot displaying the location of the pencil icon in the Workflow Recipe Builder of the GoFormz web app.


    Enter a Workflow name.


    ​Note: GoFormz recommends that you include the Template name used in the Workflow in your Workflow name.
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  2. Establish your Form Completed trigger by configuring your Completed By & Template details.
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  3. Establish your Upsert Row in Sheet action.
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    This action requires that you configure your Connection, Destination Sheet, and Sheet Column Mapping.
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    Screenshot displaying the Smartsheet Upsert Row in Sheet action in the Workflow Recipe Builder of the GoFormz web app.

    1. Connection is a menu listing your available Smartsheet connections. Your Smartsheet connections determine the options available to you here.
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    2. Destination Sheet specifies the path to the Smartsheet sheet you want your action to reference.
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    3. In Sheet Column Mapping you’ll provide the Sheet Column Name to which you want your data to be mapped. Enter the New Cell Value to determine the data which will populate your corresponding Sheet Column Name.
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      Your New Cell Value can be a specific alphanumeric value, or you can use Workflow variables to populate the value with a specific field from your Template.
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  4. Establish your Export Form to PDF action by configuring your Form ID and Included Pages details.
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    Screenshot displaying the Export Form PDF action in the Workflow Recipe Builder of the GoFormz web app.

    1. The Form ID is pre-populated based on your preceding Workflow steps.
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    2. Enter the pages you want included in your export in the Included Pages field.
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  5. Establish the Upload Attachment to Row action.
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    For this action you’ll configure your Connection, Destination Sheet, Attachment Destination Row, and File(s).
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    Screenshot displaying the Smartsheet Upload Attachment to Row action in the Workflow Recipe Builder in the GoFormz web app.

    1. Your Attachment Destination Row field is pre-populated with the necessary information.
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    2. Your File(s) are automatically defined using the outputs from your preceding action. These are the files you’ll upload to your specified rows.
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  6. Click the Activation slider if you want your Workflow active immediately.
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    Screenshot displaying the Activation slider in the Workflow Recipe Builder of the GoFormz web app.


    Your Workflow Activation status displays as either Active or Inactive.
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  7. Click Save.

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