Access Security for Forms

aaron.fye73391
edited 12/09/19 in Smartsheet Basics

Does anyone know if there's a way to limit form access to a specific person or group of people.  Or, is there something in the works at Smartsheet to address this?  Looks like there is currently two options.

  1. Anyone
  2. Anyone with a Smartsheet login

I use Smartsheet forms to submit project tasks (not too confidential) and expense requests (confidential).  I can limit the actual sheets receiving the data to individuals or groups, but I also want to limit who is allowed to submit data to these sheets.  As it is, if the URL is passed along to anyone with a Smartsheet account, they'll be able to submit data.

Thanks!

Comments

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭

    Your only option is to limit who has the URL.

    thinkspi.com

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi Aaron,

    The premium add-on, Dynamic View would work for you use case.

    Is that an option?

    More info: https://www.smartsheet.com/product/dynamic-view

    Hope that helps!

    Have a fantastic day!

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

    work-bold

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    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.

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Did you get a working solution set up, or do you still need help?

    Have a fantastic week!

    Best,

    Andrée

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    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.

  • Hi Andrée,

    Thanks for the suggestion. Looks like we would need to pay for the premium add-on in order to dive in and test the solution. If it becomes a problem where the form URL is shared with the wrong people, we may take that route to look for a fix.

    Cheers,

    Aaron

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Happy to help!

    I might have another idea!

    Do you know / can you check somehow who is allowed to submit the form?

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    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.

  • Lushenkm
    Lushenkm ✭✭✭✭✭✭

    Hi Aaron,

    I had the same issue, but saw no solutions posted here on the Community site.

    Here’s what I did.

    1.      Created a copy of our existing intake form, which no one had the link for.

    2.      Disabled the original intake form.

    3.      Created a dashboard.

    4.      Got the embed code for the newly created intake form.

    5.      Embedded the form on the new dashboard.

    Now we can manage permissions to the dashboard to just those people who should be entering requests.

    Hope this helps!

    Mitch