Learning Track
This Help Article appears in the Level 3: Advanced Users learning track. Get the most out of this learning track by starting at the beginning.
This Help Article appears in the Level 3: Advanced Users learning track. Get the most out of this learning track by starting at the beginning.
Any licensed user in a qualified plan can build a WorkApp (see the Smartsheet Plans page for more information).
Any Smartsheet user type can view a WorkApp that’s been shared to them. People who are shared to a work app will be able to view and use the app as per the roles assigned to them by the app builder.
You'll start creating a WorkApp from the builder. To get there from Smartsheet, select the plus icon from the left rail and select Create > WorkApps. (Or, navigate directly to https://workapps.smartsheet.com and log in with your Smartsheet credentials.)
From WorkApps home, do the following to get to the builder:
You can change the name of the app by clicking on Untitled App.
You’ll be taken to the WorkApps builder where you can begin adding pages and tailoring the application to your stakeholders needs.
When you go through the app, you'll be guided through the steps to create your app.
To revisit the Guided Experience, click ? and select Tour WorkApps.
To edit an existing app, navigate to https://workapps.smartsheet.com and select the app you’d like to edit.
You can also select the menu icon to delete the app, or view the live app if you’ve already published it.
Any changes you make in the builder are automatically saved if you exit the WorkApp. It is then set to Draft mode.
To exit the builder and select a different app to edit, select the WorkApps Home icon
Added pages will appear on the left side under Current Pages.
Hover over any page name and select the menu icon to rename or remove it.
All pages will be added with Viewer permission by default.
Forms are not searchable in the builder. To add a form, click Add Pages > Smartsheet form, and paste the URL of the form into the Smartsheet Form Link box.
You can embed the same list of external web content as Dashboards in WorkApps. (To learn more about what can be added to the WorkApp, see Embed Content from Outside Sources.)
With any page selected under Current Pages, select the Page Settings icon at the top-right to open the Page Settings panel.
Most pages will only display only the page source; however, there are additional settings available for sheet pages. For sheet pages, you can control the following: