Ticketing - Is there a way for an user to see their submitted tickets?

JPJPJP

We have a form for clients to submit marketing requests. Currently, only we (the marketing team) see all the requests in our sheets and dashboards, but the clients only have an email copy with no way of seeing the live status of their requests or making edits to their requests. Sometimes people submit duplicate requests because they forgot they submitted a request already since there's no way of seeing their tickets except in their inbox.

Is there a way to implement some sort of portal or dashboard for clients to be able to see their own tickets with status? Currently the clients are accessing the form without a Smartsheet account to keep it simple, so if there's a way to put a simple prompt asking for their email address would be enough to see their requests. But if there's a more intuitive way to do it if they were to sign up for a free account, then I can justify that.

Andrée Starå

Hi @JPJPJP

I hope you're well and safe!

There are mainly two options.

• Premium App, Dynamic View
• Premium App, WorkApps

Would any of those options 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

@JPJPJP

A third option could be to automatically send them an Update Request that they could use to update the ticket.

JPJPJP

https://community.smartsheet.com/discussion/comment/358411#Comment_358411

@Andrée Starå Dynamic View looks like it could be what we're looking for. Do you know how does it determine which user is viewing it if they're not a Smartsheet user, or do they need to be a Smartsheet user? I want to ensure it's a simple process for the clients to see their own tickets.