'Force' form interface with a sheet

Kirstine

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

Andrée Starå

Hi Kirstine,

What do you mean with "via a form"?

Have a fantastic day!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

Kirstine

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

Andrée 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?

Kirstine

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 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?

 

Kirstine

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

Thanks!  

Andrée Starå

Excellent!

Happy to help!!