Embedding a form into Dashboard

cmcneillyjci

cmcneillyjci ✭✭✭

01/22/19 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?

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Andrée Starå ✭✭✭✭✭✭

01/23/19

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: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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Andrée Starå ✭✭✭✭✭✭

03/12/19

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: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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