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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:
Hi All, We have several update automations on various solutions - and have worked very well for getting info from people that dont have smartsheet access - how ever in Sept we switched over to SSO and MFA and activated the Safe Share - We have now run into an issue that when our update automations trigger and people within…
I am trying to send non-Smartsheets users information on forms. I know I can create a publicly accessible and editable link for the overall sheet/form, however, when I set up automated emails with links to the forms, the links to sheets/rows still require a login. Is there any way to get around it so that emails sent…
This discussion was created from comments split from: Generate documents from row data.
