Web Forms Client Input

Grant Simpson

 

 

 

I run a construction company and I require information from the client regarding decoration specification, colours etc.

I have created a Smartsheet and need to get the client to fill out the information. Screenshot below

What is the best way to get the information from the client ?

Share the sheet? Only problem is I can’t put on any information that I don’t want the client to see such as purchase orders for materials etc. 

Web form?  Cant see a multiple line option

Or highlight lines and send them to him? This works but he can only open once . Is there a facility that he can open again if he only inputs some information?

I want to be able to send my clients other sheets to fill out specification details going forward. I am new to Smartsheets and have not used the system to get my clients to input information yet .

 

  

Michelle Watkins

Hi Grant,

 

A few additional thoughts on ways I've streamlined what I want to send the users to update specific pieces of information:

 

(1) Highlight the row(s) in your sheet you want them to fill out and use the 'Send Update Request' option.  The users don't have to be an editor or even a viewer to receive this type of notification and to update the requested information.

https://help.smartsheet.com/articles/504779-using-update-requests

 

(2) If you do want the user to have access to the underlying sheet, but you want to limit what they view and can update - I like to create a user specific report from the underlying sheet and send the user their report URL (from sharing).  You can even schedule the report to send out automatically as a pdf (putting the URL in the message) as a reminder.

https://help.smartsheet.com/articles/522214-creating-reports

 

(3) You could also explore using the publish feature of either a sheet or a report - depending on how you want the user to interact with the sheet (view only / make updates, etc).

https://help.smartsheet.com/articles/522078-publishing-smartsheet-items

 

Hope this helps.