
Search Forms

If you saw our recent Top Tip Tuesday post, you’ll know we’ve gone ga-ga for the latest enhancements to the search functionality within Smartsheet, this goes hand in hand with the new look workspace panel.
One area we think this will make a huge difference is when it comes to using Forms that you’ve set up to feed data into your Smartsheets.
Remember you can used the Advanced search results to limit the search to Forms only. Or now, when you access a Smartsheet the workspace panel opens and shows all other items within the same workspace. These are now colour coded to asset types too. Just look for the purple icon which signifies a Form and from here you can open the form, edit the form or simply grab the forms URL. Great!
Until now, you’ll have needed to remember which form is embedded into which Smartsheet. Then open the sheet, go to the Forms Menu, Manage Forms, then choose Open/Edit or Copy URL. That’s not the fastest way of working so we think this enhancement is fabulous!
We’re celebrating this improved functionality from Smartsheet, we’ll bring more improvements in future posts.
Happy Searching!
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