WorkApps - automatically add users to "roles" based on a form being filled in
Hi,
We have a database of folks, we want to be able to assign their role in the Smartsheet - and have the person added to that role in the associated WorkApp. So, for example in a list of 200 folks, there are 20 managers, 5 admins, 15 department coordinators and the rest are generic users. Rather than manually adding the 200 folks to the various roles, we assign them from the smartsheet form and have that date be pulled through to the WorkApp.
Is this possible? Is there a workaround?
Answers
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There isn't a direct way in the Workapp to automate who is assigned what role, however you could add your different users to Smartsheet Groups, then assign a Group to the Role instead!
That way if people are added to the Group down the line, they'll immediately have access to the Workapps other members of that Group are assigned to.
Here's information about Smartsheet Groups:
Cheers,
Genevieve