Sign in to join the conversation:
I have a SmartSheet form I want people to complete, but want to use a SharePoint document library for all the submitted forms. What's the best approach to getting this done?
Hi Wes,
You can add the form URL directly to SharePoint like you would other links. I found a SharePoint help article on adding links and applying styles to them to fit the theme of your site: https://support.office.com/en-us/article/add-accessible-content-and-links-to-a-sharepoint-online-site-dc34fac7-32d7-4dcf-b694-2cc6115ac8b9
Information on obtaining the Smartsheet form link is available in our help center: https://help.smartsheet.com/articles/522221-using-web-forms
You can also consider embedding the form in SharePoint, more info on that in this SharePoint help article: https://support.office.com/en-us/article/use-the-embed-web-part-721f3b2f-437f-45ef-ac4e-df29dba74de8
In Smartsheet, you can obtain the embed code, which gives you the iFrame code needed. To do this:
I have run into an interesting but small bug. When setting up an automation, the action 'change cell value' will allow you to select checkbox columns, but not checkbox columns that are the star or flag visual variant. Those can't be selected in the change value action. Now the real issue. I go to submit a bug report or…
Hello All, I am having difficulties uploading my information to the welcome and help screens. We are a Micro Soft 365 shop, using share point, and I am getting the error message that share point in refusing to connect. Whereas this appears to be a share point issue; I have reached out to our IT Department, and we cannot…
Hi Everyone, I am managing a pipeline tracking sheet, and there's one intake form and one dynamic view connecting with this sheet. For the column "Branch Contact" and "Sales leader", I set the filed type as "Contact list" and the validation as "No validation". Once I input the username in the intake form, I go to the…