Embedding a form into Dashboard

cmcneillyjci
cmcneillyjci ✭✭✭✭✭✭
edited 12/09/19 in Smartsheet Basics

I am currently overhauling PTO dashboards for my company.  Each dashboard has a link for an individual's sheet that records time off and the related request off form.  Is there a way to embed a single form to the dashboard and have it link to individual's sheets instead of 15 different links?

Comments

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi,

    Yes, with the help of a third-party tool like Zapier or similar you could collect everything in one sheet and then move/copy rows to the correct individual sheet, or you could move/copy the rows manually.

    Would that work?

    Have a fantastic week!

    Best,

    Andrée Starå

    Workflow Consultant @ Get Done Consulting

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi,

    How did it go? Did you get something set up?

    Have a fantastic week!

    Best,

    Andrée Starå

    Workflow Consultant @ Get Done Consulting

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.