'Force' form interface with a sheet

KirstineKirstine ✭✭✭✭✭
edited 12/09/19 in Using Smartsheet
06/26/19 Edited 12/09/19

I have a sheet which I'd like people to only access via a form on the Dashboard. Is that possible? 

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  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi Kirstine,

    What do you mean with "via a form"?

    Have a fantastic day!

    Best,

    Andrée Starå

    Workflow Consultant @ Get Done Consulting

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    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.

  • KirstineKirstine ✭✭✭✭✭

    I've attached a screenshot if that helps? It's an annual leave form on our Dashboard. 

    Screenshot.png

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Do you only want them to add to the sheet from a form on the dashboard? You don't want them to have access to the sheet?

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    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.

  • KirstineKirstine ✭✭✭✭✭

    Yes please. I'm assuming that if I change their sharing permissions to 'Viewer' then they won't be able to use the form...? 

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Ok. The sheet permissions don't affect the form in a dashboard. The only two things to consider is if the people that will fill it in need to be logged in to Smartsheet or not.

    Does that make sense?

     

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    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.

  • KirstineKirstine ✭✭✭✭✭

    Oh that's great! Yeah that'll be fine, all the people who would use it have full licences anyway! 

    Thanks! :):):) 

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Excellent!

    Happy to help!!

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    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.

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