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 cannot for the life of me figure out how to get the overdue which is in a date field in red text, counted on multiple sheets and only if its not complete, or not cancelled - everytime we try, it get 0 which is inaccurate =COUNTIFS({Exp_Status}, <>"Complete", {Exp_Due}, <TODAY())
Hi, I have an existing filter comprised of 6 predicates which all have to be true. I want to edit this filter to add a predicate (to make 7), but I only seem to be able to remove a predicate, not add one. Can anyone help please? Thanks, GAM
I have a smartsheet with data, I would like create a UI for other people where when they just type one of the specific data (such as name) and information about that row pops up without even opening the smartsheet. So it is easier and quicker to retrieve data.