How to get SS Form to display in MS teams channel

dsherwin

I am looking to get a form embedded within a teams channel. I added the form url as a website tab on the channel, but clicking on it opens the form in my browser. I want the form to display and be fillable directly in the teams channel.

Melissa Yamada

Hello @dsherwin

This community thread provides a workaround for what I think you want:

https://community.smartsheet.com/discussion/71229/can-you-publish-a-form-to-microsoft-teams

"It should be possible via this work around:

1. Create the form and publish it.
2. Copy the URL provided
3. Create a new tab in MS Teams to display a Webpage
4. Pase the URL and provide a name for your tab"

dsherwin

Hi @Melissa Yamada

Thanks for the feedback. This is what I did, but the form still opens in a browser rather than displaying in the teams channel.

Kerry St. Thomas

"This site will be added as a tab and open in a browser window" is explicitly stated when adding a Webpage in Teams. I think this may be a new change in Teams. So this seems to be a Teams behavior, and not isolated to Smartsheet. (I did a quick Google search and found something along the lines of needing to wrap your web content in a secure Teams app package.. which gets into development that is definitely not my specialty,)

There IS the option to add Smartsheet instead of Webpage, though I don't know if this would qualify as a "secure Teams app package" or if it will solve your issue: when I tried to go through it, I was prompted to get Teams Admin permission in addition to logging in to Smartsheet, so I didn't proceed. Especially since it'd be tied to a login, I don't know whether that would be a long-term solution (or if you can use it to even surface a form - or if you can, how it would behave). Good luck with whatever you find!

dsherwin

@Kerry St. Thomas , yes, it might just be a teams issue. I do have Smartsheet linked to my teams, but for a form, you have to add that as a website. I watched a tutorial video from 2023 which the person opened a form directly in teams, but there may have been some modifications since then which no longer allow this.