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Set up your “Add Form Data and Upload Form to Smartsheet” Workflow recipe
Set up your “Add Form Data and Upload Form to Smartsheet” Workflow recipe

With this recipe, you can add transmitted Form data to your connected Smartsheet - along with the Form PDF.

Updated over 6 months ago

Automatically add data transmitted from Forms to your connected Smartsheet along with a PDF copy of your Form with the Add Form Data and Upload Form to Smartsheet Workflow recipe.

🗒️ Note: This Workflow does not look for a unique identifier to map new data to existing data. If you want to map to existing data, use the Upsert to Smartsheet Using a Completed Form recipe.

Before you set up this Workflow, you’ll need to connect Smartsheet. The connection you choose determines your options in the configuration details of this Workflow.

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

In the Workflows tab of the GoFormz web app click Create to access the Workflow Recipes Library. Select the Add Form Data to Your Smartsheet recipe card to navigate to the Workflow Editor where you’ll complete the following steps.

  1. Click the pencil icon.
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    Screenshot displaying the location of the pencil icon in the Workflow Recipe Builder in the GoFormz web app.


    Enter a Workflow name.
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    Note: 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 Add Row to Sheet action.
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    This requires that you configure your Connection, Destination Sheet, and Sheet Column Mapping.
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    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 Pages details.
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    Screenshot displaying the Export Form to PDF action in the Workflow Recipe Builder in 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.

  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 of the GoFormz web app.


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    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 Active or Inactive.
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  7. Click Save.

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