Do you need an account to fill out a form?

Tammy Luther

I am trying to set up a form to capture some information and wanted to know if I populate it on a dashboard or sharepoint, does the person who is entering the data on the form need to have a Smartsheet account?

Example - we want collect information around suggestions (or similar) and place the form on the company's internal Sharepoint for anyone to enter the info. Do the others need to sign in to Smartsheet to enter data?

Thank you in advance.

Andrée Starå

@Tammy Luther

Glad to hear it, and me too!

Yes, that's correct!

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Bruce Case

From another perspective, within my organization, I facilitate an Intake request process that is Form driven. I have the link to that Form in my Email signature line, among other locations.

Andrée Starå

Hi @Tammy Luther

I hope you're well and safe!

Yes, as long as the form isn't set, so the user has to be logged in, it will work.

Would that work?

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!

Tammy Luther

@Andrée Starå Doing well - hope you are as well.

Just to double check - I could create the form and then use the EMBED link to place on the sharepoint. Now anyone who can access that sharepoint should be able to enter the details.... right?

It almost seems to simple ... LOL

Andrée Starå

@Tammy Luther

Glad to hear it, and me too!

Yes, that's correct!

✅Remember! 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!

Bruce Case

From another perspective, within my organization, I facilitate an Intake request process that is Form driven. I have the link to that Form in my Email signature line, among other locations.