How to share my form with my team without permitting them to edit the underlying form?

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Hello,

My team is new to smartsheet and i've created some forms and a dashboard.

I've already shared with my team the workspace.

I'm trying to figure out how they can fill a form i've created and save it in their folder without changing the original form.

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Answers

  • Ray Lindstrom
    Ray Lindstrom ✭✭✭✭✭✭
    edited 12/25/22
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    Hi @Danny D,

    Only sheet owners and admins can create/edit forms, so anybody shared as editor can not edit forms.

    Forms don't appear as files that can be saved in folders. However I use a workaround to accomplish what you're after. I create a Dashboard, and add a "web content" widget. Then I use the embed code for the Form to display the Form on the Dashboard. I keep that Dashboard in the same location as the grid it goes along with. Users could right-click the Dashboard, and "Save as new" if they want to have their own instance to store in their own personal folders (within smartsheet).

  • Danny D
    Danny D ✭✭
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    Hello @Ray Lindstrom

    Thank you for your comment.

    I think i've found a solution to my problem. I created a template of the form I want them to fill and save in their folder so now they can use the template and do as they want.