Form Access Message

electrichead

I have a form that I want only certain users to have access to submit. If you don't have access but somehow land on the form I want to communicate to users which individuals they should follow up with.

It appears that Forms only allow you to block users based on domain, which wouldn't work for me because only people within my company domain will be accessing the Form. Some work arounds I've considered include:

1. Asking at the top of the form if you are an approved request submitter along with providing a list of the approved people. If you answer "no", then I can build in logic to guide you from there. This seems like the friendliest option to non-approved submitters, but is a bit of a waste of time for those on the approved list.
2. Building the form into a Dashboard and using the Dashboard permissions. I've tested this and it works, but I can't customize the message to blocked users.
3. I've also read about providing a password to approved Form users that they then enter in the form to move forward.

What bothers me is that I have enabled the setting that requires form users to sign in. Is there any field value that will let me capitalize on this to compare or populate a field in the form that I can then drive some logic from?

Any other options you have done that I should consider?

Thanks for your help!

NicoLHC

@electrichead Hi did you try to work with the conditions in forms ? Maybe you could add the names how can see the filed in a form and which not but this might just work if you have a low amount of people . Otherwise can you now simply filter out the people after they summit an info and start a workflow telling them that there idea was not taken into the system

electrichead

Thanks for the reply Nico,

Although the org is large, I do have a low number of people I'd like to limit form submission to (~20). I'm not sure how I pull a field into the form with their email from the required login though. I can ask for it on the form, but seems redundant after logging in and could be defeated if someone provides a false email.

I'm being asked to communicate the limitation up front and prevent a submission so post submission rejection is not ideal. I could see it as a fall back if I can't figure another way.

Andrée Starå

https://community.smartsheet.com/discussion/134953/form-access-message

Hi,

I hope you're well and safe!

A solution that would be perfect for this use case is the premium add-on Dynamic View.  

https://www.smartsheet.com/product/dynamic-view

Is that an option?

I hope that helps!

Be safe, and have a fantastic day!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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