Sign in to join the conversation:
I have a sheet which I'd like people to only access via a form on the Dashboard. Is that possible?
Hi Kirstine,
What do you mean with "via a form"?
Have a fantastic day!
Best,
Andrée Starå
Workflow Consultant @ Get Done Consulting
I've attached a screenshot if that helps? It's an annual leave form on our Dashboard.
Do you only want them to add to the sheet from a form on the dashboard? You don't want them to have access to the sheet?
Yes please. I'm assuming that if I change their sharing permissions to 'Viewer' then they won't be able to use the form...?
Ok. The sheet permissions don't affect the form in a dashboard. The only two things to consider is if the people that will fill it in need to be logged in to Smartsheet or not.
Does that make sense?
Oh that's great! Yeah that'll be fine, all the people who would use it have full licences anyway!
Thanks!
Excellent!
Happy to help!!
Have any of you created a Smartsheet that would show the savings for a project by the month? In other words, if I saved $1200 annually and the project ended in say March, then the savings would go $120 per month, Mar 2025-Feb 2026. I have done it on Excel sheets manually, but I think there should be a way to do it with…
Hello team! Hope you all are having a wonderful holiday season. I am trying to set up an automation that will send an email reminder one time when Next Update Date = 60 days, then another automation at 30d, etc. The key is I only want it to send the reminder one time when Next Update threshold is reached. Is this possible?…
Has anyone found a workaround for sharing Smartsheet reports externally without giving access to internal data? I currently have to download the data and transfer it onto excel to create a pivot table for our client and I want to find an easier way to do so. I also already create a dashboard for our client, but I wanted…
