Getting to the from from a sheet to enter new entry?

Michael Batt

I might be missing something but it seems slow / clumsy to put a new entry onto a sheet from a sheet with a form? I'm looking for something simple like go to the tool bar and click on an icon to open the form instantly to do a new entry?

From a sheet it seems only this way ... Forms - manage forms - wait for it to load - Open Form

Clicking on the large icon before open form takes you to Edit Form, I make that error quite a bit!

A quicker way is a dashboard link or browser shortcut.

Anyone got some good tips or methods to get to a form from a sheet quicker?

Andrée Starå

Hi @Michael Batt

I hope you're well and safe!

In my client solutions, I usually add it to a cell or field in the Sheet Summary Section.

Would that work/help?

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Andrée Starå

Hi @Michael Batt

I hope you're well and safe!

In my client solutions, I usually add it to a cell or field in the Sheet Summary Section.

Would that work/help?

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

Michael Batt

Thank you Andrée it definitely makes it easier for sure.

Andrée Starå

@Michael Batt

Excellent!

Happy to help!