Accessing a Form from the Workspace directory

Richard Heath

Our team utilises a Form to enter Defects (Snags) as the construction project comes to a close.

The form resides in the Defect Register. When a user is in the field, they must access the project Workspace via the Smartsheet App, navigate a few folders to the Defect Register, open, select the 3 vertical dots, go to Forms, and select the Defect Entry Form and then start entering data.....quite a few steps.

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Am I right in assuming, we can't have the Form listed in the Workspace for direct access? I don't want to create Dashboards with URLS's etc. Why is a Form treated differently to a Sheet, Report and Dashboard? Having direct access to the Form would cut out many additional steps.

Andrée Starå

Hi @Richard Heath

I hope you're well and safe!

Unfortunately, it's not possible now to have it as its own object, but it's an excellent idea!

Please submit this as a Product Feedback or Idea (If it hasn't been added already) when you have a moment.

Here's a possible workaround or workarounds

• In the mobile app, you can save a form as a favorite
• Premium App, WorkApps

Would any of those options work/help?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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