'Force' form interface with a sheet

Kirstine
Kirstine ✭✭✭✭✭✭
edited 12/09/19 in Smartsheet Basics

I have a sheet which I'd like people to only access via a form on the Dashboard. Is that possible? 

Comments

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi Kirstine,

    What do you mean with "via a form"?

    Have a fantastic day!

    Best,

    Andrée Starå

    Workflow Consultant @ Get Done Consulting

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Kirstine
    Kirstine ✭✭✭✭✭✭

    I've attached a screenshot if that helps? It's an annual leave form on our Dashboard. 

    Screenshot.png

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    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?

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Kirstine
    Kirstine ✭✭✭✭✭✭

    Yes please. I'm assuming that if I change their sharing permissions to 'Viewer' then they won't be able to use the form...? 

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    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?

     

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Kirstine
    Kirstine ✭✭✭✭✭✭

    Oh that's great! Yeah that'll be fine, all the people who would use it have full licences anyway! 

    Thanks! :):):) 

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Excellent!

    Happy to help!!

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.