Using forms in SmartSuite for beginners - Updated for 2023
Forms in SmartSuite allow you to share input access to your database - meaning that you can ask external users to enter information that will instantly be added to your SmartSuite solution. Here I break down the basic elements of the SmartSuite form and even include a bonus at the end where I show you how to eliminate extra fields from your form and set them to default conditions. π _________________________________________ Learn more at these links: π π Follow along in SmartSuite here! https://partners.smartsuite.com/8ust3byf6ihl Learn the basics of No-Code Automation! https://www.garethpronovost.com/webinar-registration Getting Stuck? See how we can help! https://garethpronovost.com _________________________________________ Table of Contents: π π 00:00 - What this video covers 00:51 - Follow along in SmartSuite 01:33 - Install the template in your workspace 02:52 - Create the form view 04:52 - Altering the look of the form 06:23 - Adding fields (questions) to the form 08:58 - Configure what happens after the form is submitted 09:28 - Sharing options for SmartSuite forms 10:25 - Testing the live version of the form 11:25 - Leveraging the default field settings to reduce form complexity 14:03 - How to Get More Help! _________________________________________ Software Resources (may contain affiliate links): π» π SmartSuite - https://partners.smartsuite.com/8ust3byf6ihl _________________________________________ #nocode #garethpronovost #smartsuite
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