Everything to know about SmartSuite Forms | Updated for 2024

No-code tools have emerged as transformative solutions in the digital space. These tools allow people with little to no technical expertise to build software, collect information, and automate their workflows. Among the exciting no-code tools available today, SmartSuite stands out for its robust, easy-to-use form feature. This blog post delves into the key features of SmartSuite forms and how they can enhance your no-code solution! Let's dive in.

SmartSuite Forms: Speedy Data Collection

SmartSuite forms are a simple and efficient way to collect data from outside your organization. When a form is submitted, it creates a record in a particular table. It's important to note that a SmartSuite form exclusively creates a record in one table and doesn't support multiple records creations in different areas. However, you can construct automation to spawn off that record creation, notably useful in instances where you need to create an invoice from a submitted form.

Understanding The Data: Independent Fields

The data you can gather through a form primarily consists of independent fields – these are entries where users can directly write data. In SmartSuite, any field where one can inscribe data is considered an independent field. These fields can be text, numbers, percent, or currency and are all available to be included in your form.

However, dependent fields like formula fields, which calculate their output using other data and fields, can't be included in your form because they aren't intended for direct data writing.

Building Your Form: Exploring the Features

To create a form in SmartSuite, select 'Create View', name your form, choose the privacy settings, and voila, the form is ready for action. Next, you get to add independent fields from your table and set their display order. You can also set fields as required and apply conditions for them to appear.

SmartSuite's form feature comes packed with engaging visual elements, enabling you to host videos, images, and designed texts on your form. You can also set conditions for these display elements to appear after a certain action has been undertaken in the form. Furthermore, one of the striking features is creating dividers with customized colors and labels to segment your form fetchingly.

Wrapping Up: Making SmartSuite Forms Work for You

Once your form is ready, remember to share it. A shared form can be accessed via a specific URL or embedded on your website for ease of accessibility. Once data starts pouring in, it's directly integrated with SmartSuite; there's no need for separate mapping or substantial follow-up actions.

SmartSuite forms offer an unprecedented level of flexibility and customization for data collection. These features, combined with SmartSuite's ease of use, make it a truly essential tool in your no-code arsenal. Discover the power of no-code and start building with SmartSuite today!