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Smartsheet

How To Create A Survey In Smartsheet Easily 2026

By Impran M N

Smartsheet's Form builder turns a background spreadsheet into a real public-facing survey, complete with conditional logic and automated response tracking. This guide covers structuring your data columns, building the form, and setting up notifications for new submissions.

01Set up your survey sheet

Create a new master sheet and configure your data capture layout for the questions you plan to ask.

02Define your column types

Use Contact Lists, Dropdowns, Date fields, and Text areas to match each question's expected answer format.

03Activate the Form builder

Turn your background spreadsheet into a public-facing survey link using the native Smartsheet Form builder.

04Add conditional logic

Set rules to show or hide specific fields dynamically based on how a respondent answers earlier questions.

05Customize branding and deploy

Add company descriptions, mark required fields, format the thank-you screen, and share the survey via public link or embed code.

FAQ

Frequently asked questions

Can I make a public survey link with Smartsheet?

Yes, the Form builder converts your spreadsheet into a shareable public-facing survey link.

Can questions change based on previous answers?

Yes, conditional logic rules let you show or hide specific fields dynamically depending on earlier responses.

Will I get notified when someone submits the survey?

Yes, automated workflows can be set up to notify your team instantly when a new response comes in.

Can I embed the survey on a website instead of just sharing a link?

Yes, Smartsheet provides embed codes in addition to public links for deploying your survey.

Watch the full walkthrough

The same steps, demonstrated on screen from start to finish.