Applies to

Brandfolder
  • Brandfolder

For more information about plan types and included capabilities, see the Smartsheet Plans page.

Capabilities

Who can use this capability

Owners and Admins can embed Smartsheet forms at the Brandfolder and Collection level.

 

Find out if this capability is included in Smartsheet Regions or Smartsheet Gov.

Embed Smartsheet forms

Smartsheet forms can be embedded as a widget at the Brandfolder and Collection level to help streamline the content production process through automated actions between both platforms.

PLANS

  • Brandfolder

For more information about plan types and included capabilities, see the Smartsheet Plans page.

Permissions

Owners and Admins can embed Smartsheet forms at the Brandfolder and Collection level.

 

Find out if this capability is included in Smartsheet Regions or Smartsheet Gov.

The simple act of having someone submit a form through the widget could fire off an integrated workflow within Smartsheet or process an asset request for a particular file that doesn't exist currently within Brandfolder. 

Creating a Smartsheet form embedded widget

To create a widget, navigate to the general settings modal on either the Brandfolder or Collection level. From here click on the tab Smartsheet Forms. You will first want to enable the Smartsheet form. Once the Smartsheet form is enabled you will be able to customize the following items:

1. Form Name

2. Form Description

3. Button Text 

4. URL (link to the Smartsheet form)

The Brandfolder settings area with the Smartsheet Forms tab selected and Smartsheet forms enabled. The Form name, form description, button text and URL are configured

 

Once items are customized click Create Smartsheet Form. The widget will now appear below the name of the Brandfolder or Collection. 

 

An example of an embedded widget with the form name at the top, a description below and a button for redirection to the form on the right.

 

The creation of a widget at the Brandfolder level will not carry over to the Collection. The collection level widget is independent of the Brandfolder and is fully customizable.

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