No Smartsheet Access Required for Form Users
SmartSyncApp's Smart Form allows anyone with the form link to view and update their designated row in a Smartsheet sheet, even if they have never used Smartsheet and do not have a license. The form runs entirely in a web browser and communicates with Smartsheet through SmartSyncApp's backend.
Why This Matters
Many organizations need input from people who are not Smartsheet users: vendors, contractors, clients, field workers, or employees in departments that do not use Smartsheet. Purchasing additional Smartsheet licenses for occasional data entry is cost-prohibitive. Smart Form eliminates this barrier.
How It Works
The form link opens a standalone web page hosted by SmartSyncApp. The page communicates with the Smartsheet API using the credentials of the SmartSyncApp administrator who configured the form. The external user interacts only with the web form and never accesses Smartsheet directly. They cannot see the sheet, other rows, formulas, or any data beyond the fields exposed in their specific form.
Key Benefits
- Zero licensing cost for form respondents.
- No training required because the form interface is simpler than Smartsheet.
- Security is maintained because users see only their own row and only the fields you selected.
- Works for any number of users without per-user cost scaling.
Example
A construction company needs 200 subcontractors to update their insurance certificate expiry dates. None of the subcontractors have Smartsheet accounts. Smart Form gives each subcontractor a link where they enter their vendor code, see their current certificate details, upload updated information, and submit. The Smartsheet row updates instantly.
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