Automatically add data transmitted from Forms to your connected Smartsheet with the Add Form Data to your 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” Workflow 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.
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 Workflow recipe.
Click the pencil icon.
Enter a Workflow name.
Note: GoFormz recommends that you include the Template name used in the Workflow in your Workflow name.
Establish your Form Completed trigger by configuring your Completed By & Template details.
Establish your Add Row to Sheet action by configuring your Connection, Destination Sheet, and Sheet Column Mapping details.
Connection is a menu listing your available Smartsheet connections. Your Smartsheet connections determine the options available to you here.
Destination Sheet specifies the path to the Smartsheet sheet you want your action to reference.
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.
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.
Click the Activation slider if you want your Workflow active immediately.
Your choices for the Activation slider include Active and Inactive.
Click Save.