Attach File to Form to be Filled and Uploaded with Form Submission

Jess_M

I need to have an Excel file available to folx filling out a purchase request intake form I've created in Smartsheet. I need the Excel file to be accessed, filled out, uploaded to the form (via File Upload, that part is a no-brainer) and then submitted with the form submission.

I see this type of request all over the community for the past several years, so y'all should develop this and make it happen!

LindsayJR

I am trying to create a form that I can use for tracking of incidents, however the current format of the forms is limited and cannot capture all the information we need.

I would like to request the ability to attach a file to a form so that anything that cannot be captured within the form itself, can be requested on a separate file (Eg: an injury report which gives the user the ability to show their injury on an outline of the body)

It would be great for the user to be able to click on the file directly from the form, populate it and then save it directly to the form that they are working in.

This will save them having to save the document to their local drive and then downloading it onto the form.

Please let me know if this would be a possibility as it would greatly assist with a number of different workflows.

Thanks,

Courtney S.

As a workaround, if you've got M365, you could make a view-only sharing link of the blank file, and put the sharing link in the form using a "Heading/Description" element.

Courtney S.

Jess_M

Thanks, Courtney. I'm not sure all the folx using the form would have access to M365 so I'm not sure that would work. Geez, not being able to add the link to the document supplicants may need to utilize and return with their form submission is crippling this solution I'm working on right now. So frustrating.

Courtney S.

@Jess_M Your form-fillers wouldn't need M365, it would just be a link to a document for them. In M365 you can make a view-only link that anyone in the world can open, without needing to do any sign-in. But only if your organization allows that level of sharing. Manage sharing settings for SharePoint and OneDrive in Microsoft 365 - SharePoint in Microsoft 365 | Microsoft Learn