How to Add hyperlink or button in smartsheet forms

03/13/20
Answered - Pending Review

currently working with smartsheet forms and need to share a form for adding new data in my sheet. so how we use hyperlink or button so that user click in this and form automatically open.

Answers

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi Yashwant,

    You can copy the URL from the fields as shown below in my screenshot.

    Did that work?

    I hope that helps!

    Have a fantastic weekend!

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

    ✅Did my post help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

    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.

  • thanks for your reply....it's possible to add form link in another form...??

    1st form for data updation and add hyperlink in same form to new items ... when user click hyperlink second form (add new data) automatically open...

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Happy to help!

    I have a solution where you have one main form, and then after that is submitted, the second form opens and will reload after each new submission.

    Is that what you want to do?

    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.

  • edited 03/13/20

    but requirement is to provide a add new items form button or hyperlink...

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    You can add a link to the second form in the first forms settings (see screenshot below)

    You can also add a link to the second form in the text of the first form.

    Would any of those methods work?


    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.

  • hi Andree..thanks for your response ..

    I need a button or hyperlink option..when your click on this button/ hyperlink , a new form/ Report automatically open.

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Ok.

    You can add a hyperlink to the text in the form somewhere.

    Would that work?

    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.

  • Hi Andrée,

    I know this is an old thread but i would like to try what you have suggested above but i cannot find the "form options" anywhere ? is this still a feature ?


    Thank you

    Chris

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi @Chris Warren

    Here's where you can find it.

    Also, I'd be happy to share my example. 

    Please send me an email at [email protected], and I'll share it with you.

    Did that work/help?

    I hope that helps!

    Be safe and have a fantastic week!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

    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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