Getting data OUT of Smartsheet into a form

09/28/18 Edited 12/09/19

I am wondering if and why Google seems to be the only way to get data onto a form for customer presentation? In my scenario, I am trying to get a few cels onto a customer view of a quote.

I still want to use Smartsheet to perform the calculations and record of, I just need to send a customer a quote.

Comments

  • J. Craig WilliamsJ. Craig Williams Top Contributor

    See my post here:

    http://ronin-global.com/2018/07/20/defaulting-to-a-date-in-a-smartsheet-webform/

    I think you will find the answer there.

    Craig

  • So Dashboards? I was kind of thinking about that not sure I can format correctly. I will look into it Thank you

  • J. Craig WilliamsJ. Craig Williams Top Contributor

    If you are only seeking to display, then Dashboards may be OK.

    Google Docs Smartsheet Merge add-on only does one row at a time, which has work-arounds but is not always pretty.

    I've had good luck with WebMerge, but sometimes too pricey for the situation.

    I've got WordPress html pages to show Smartsheet info (using PHP, which I am not a fan of)

    If you need input from the customer, then see my previous post.

    Craig

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