How do I get to Settings > Bulk Management > Custom Fields?
Hello folks.
My apologies if you are rolling your eyes at such a simple question. I am new to Smartsheets.
I have been "tossed into the deep end of the pool" as it were. We recently found that our ticketing software was not being renewed by new management. As a result I created a stopgap solution in ClickUp but that will also not be renewed later this year and I was asked to work on a replacement in Smartsheets.
I've found a template and I am well on my way. I need to add several dependent fields to my intake form. I found instructions on how (link below) but I'm new to Smartsheets and having trouble with the initial navigation.
Any assistance would be greatly appreciated.
Cheers, Joz
Answers
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Are you looking for help in creating a form for intake or are you working in Brandfolder? The article you linked to is a Brandfolder based article.
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
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Hi Paul, thanks for replying.
I have created a form for Intake. I do not believe I am working in Brandfolder (not even sure what this is).
Thanks, J
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Give this article a read instead:
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
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Thanks!
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Happy to help. 👍️
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
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