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Creating and Managing Smartsheet Forms

Class Sessions

Date Delivery Method Cost
  • Thu Nov 2, 9:00 am to 12:00 pm
Live Online - 1 session $300

Class Code


Class Description

Before each sesson, Tech Training will provide a Zoom link for live online classes, along with any required class materials.

Note: This class offers an option for online and in-classroom sessions. Participants attending an in-person class will need to adhere to the Stanford Health Check guidelines.

This class explores how to intake data into a Smartsheet using a form. You will be introduced to creating forms for incoming data and utilizing automation and notifications to enhance your workflow.
This class focuses on creating a Smartsheet form, automated workflows, and harnessing the powerful tools for managing incoming information with ease.
Learners should have a basic knowledge of creating and editing Smartsheets, or have taken the Smartsheet Basics class. 
Learning Objectives
You will have the opportunity to learn how to:
  • Create a form from scratch
  • Manage incoming data from form responses
  • Practice building a workflow to get information from forms to the right people
Topics covered include:
  • Creating a form
  • Managing form responses in Sheet view
  • Create automated workflow alerts based on survey submissions

University IT Technology Training classes are only available to Stanford University staff, faculty, students, and Stanford Hospitals & Clinics employees, including Stanford Health Care, Stanford Health Care Tri-Valley, Stanford Medicine Partners, and Stanford Medicine Children's Health. A valid SUNet ID is needed to enroll in a class.