How do I get to Settings > Bulk Management > Custom Fields?

Joz

Hello folks.

My apologies if you are rolling your eyes at such a simple question. I am new to Smartsheets.

I have been "tossed into the deep end of the pool" as it were. We recently found that our ticketing software was not being renewed by new management. As a result I created a stopgap solution in ClickUp but that will also not be renewed later this year and I was asked to work on a replacement in Smartsheets.

I've found a template and I am well on my way. I need to add several dependent fields to my intake form. I found instructions on how (link below) but I'm new to Smartsheets and having trouble with the initial navigation.

https://help.smartsheet.com/articles/2482873-Bulk-Management-Custom-Fields

Any assistance would be greatly appreciated.

Cheers, Joz

Paul Newcome

Are you looking for help in creating a form for intake or are you working in Brandfolder? The article you linked to is a Brandfolder based article.

Joz

https://community.smartsheet.com/discussion/comment/419542#Comment_419542

Hi Paul, thanks for replying.

I have created a form for Intake. I do not believe I am working in Brandfolder (not even sure what this is).

Thanks, J

Paul Newcome

Give this article a read instead:

https://help.smartsheet.com/learning-track/smartsheet-intermediate/forms

Joz

Thanks!

Paul Newcome

Happy to help. 👍️