TICKBOXES IN SMARTSHEET

Tim Dupont

I am trying to record telemarketing results for multiple users, who want a simple sheet to "tick" one of four boxes as to the quality of the call, every time they make one. This needs to be automatically updated, and centralised onto a single sheet, with the ability to breakdown into user and date.

Ideally, we dont wish to reopen smartsheet everytime we have to tick this, as you would when using webforms.

What suggestions have you?

J. Craig Williams

Tim,

 

When you are editing the WebForm, under "Form Options" there is an option to keep the form open for the next entry.

Will this work for you?

 

Also, what do you mean by "automatically updated" in this context?

 

Hope this helps.

 

Craig