Form / Calendar Integration
Hi SS Community,
I'm working on using smartsheets to allow our sales team to schedule ads to run. I would like to integrate the schedule form (created in SS) with a calendar so that they will see what dates are available as they are filling out the form. For example, dates that are full are grayed out and are unselectable. Dates that are available are selectable and enter into the form when clicked.
Is there a way to do this in SS?
Mary Lou
Comments
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Hi Mary Lou,
A possible workaround would be to publish the calendar and the link to the form so that they could open the calendar and then the form.
Would that work for you?
I hope this helps you!
Best,
Andrée Starå - Workflow Consultant / Get Done
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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Thanks for the reply Andree
Newbie question - how do I publish the sheet in calendar format? I've only been able to do it in grid format.
Mary Lou
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Your welcome Mary Lou,
When you have shared the sheet, you can change the settings.
Please see attached link/screenshot.
Best,
Andrée
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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Figured it out. Thanks again for your tip.
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Thanks, just seeing this.
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Happy to help!
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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