Forms - link a document
Hello, how do I link (add) a report to a form? When the green "Account List" is clicked i want it to open a report?
Best Answers
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Hi,
I hope you're well and safe!
Select the text, click here, and then paste the link to the Smartsheet asset.
Make sense? Did it work/help?
I hope that helps!
Be safe, and have a fantastic day!
Best,
Andrée Starå | Smartsheet Expert Consultant & Partner / CEO @ WORK BOLD
✅ Did I help answer your question/solve the problem? Please support with💡 ⬆️ ❤️, and/or ✅ Answer. This will make it easier for others to find a solution/help to answer! I appreciate it, thank you! 🙏SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E: andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Excellent!
Happy to help!Yes, you can link a PDF, but you would need to add it to an online service like Google Drive, Dropbox, or similar.
Make sense?
✅ Remember! Did I help answer your question/solve the problem? Please support with💡 ⬆️ ❤️, and/or ✅ Answer. This will make it easier for others to find a solution/help to answer! I appreciate it, thank you! 🙏SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E: andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
Answers
-
Hi,
I hope you're well and safe!
Select the text, click here, and then paste the link to the Smartsheet asset.
Make sense? Did it work/help?
I hope that helps!
Be safe, and have a fantastic day!
Best,
Andrée Starå | Smartsheet Expert Consultant & Partner / CEO @ WORK BOLD
✅ Did I help answer your question/solve the problem? Please support with💡 ⬆️ ❤️, and/or ✅ Answer. This will make it easier for others to find a solution/help to answer! I appreciate it, thank you! 🙏SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E: andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Hi @ejacksonBPT, Andrée is 100% spot on.
When you enter the link to the Smartsheet asset, it will look something like this:
The URL starts with something like "https://app.smartsheet…."
Hope this helps!
Nathan Braun (Founder of SSFeatures) (nathan@ssfeatures.com) (LinkedIn)
SSFeatures makes Smartsheet way easier to use and it saves you hours of work every week. It adds essential features into Smartsheet to save you time. For example: — Auto Sorting — Sorting with Filters — Report PDF Generation — Copy and Paste Conditional Formats — Copy and Paste Automation Workflows — Column Manager — and so many more.
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Where do I get the URL for a smartsheet report?
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Great question!
When you open the Report in your browser, look at the URL bar, for example:
Then you can highlight this URL with your mouse, then right click, and hit copy.
Then in your form, you can paste this URL by right clicking and hitting "Paste".
Best!
Nathan Braun (Founder of SSFeatures) (nathan@ssfeatures.com) (LinkedIn)
SSFeatures makes Smartsheet way easier to use and it saves you hours of work every week. It adds essential features into Smartsheet to save you time. For example: — Auto Sorting — Sorting with Filters — Report PDF Generation — Copy and Paste Conditional Formats — Copy and Paste Automation Workflows — Column Manager — and so many more.
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Great that worked, I was not on the web version which was why I couldn't figure that out.
Is there a way to link a pdf somehow or attach it to a form?
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Excellent!
Happy to help!Yes, you can link a PDF, but you would need to add it to an online service like Google Drive, Dropbox, or similar.
Make sense?
✅ Remember! Did I help answer your question/solve the problem? Please support with💡 ⬆️ ❤️, and/or ✅ Answer. This will make it easier for others to find a solution/help to answer! I appreciate it, thank you! 🙏SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E: andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
