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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:
I'm using a sheet for a project plan. I have a % Complete column and a manual dropdown column for Status (options are Not Started, In Progress, Completed, At Risk, etc.). I want to change the Status column to "Complete" when the % Complete for a task is changed to 100%. Screenshot of my automation set-up is below. Can…
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