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Hi,
I am creating checklist attachements for my project pages. Is there a way for people to edit the checklist and have it automattically save the changes; eliminating the need to save on desktop and resave to sheet?
Thank you,
Lisa
Lisa,
Likely. It depends on how your data is structured.
Have you looked at WebForms?
http://help.smartsheet.com/customer/portal/articles/522221
That will have the user adding a new row to your sheet.
If they are updating an existing row, you might want to look at Update Requests
http://help.smartsheet.com/customer/portal/articles/504779
If neither of those fit into your workflow, then more information is needed to help.
Craig
Craig,
Thank you for your input. I will check out the links your provided. Have a great day.
Smartsheet does not have a built in editor for attachments. But depending on the filetype, you could use Google Docs, which when attached to a sheet will link back to the file and allow the user to edit and save changes. You will not need to reattach the file once the changes were made.
Thank you John Hinkle!