Embedding Smartsheet Forms

 

Users have the capability to embed a widget to a Smartsheet form at the Brandfolder and Collection level to help streamline the content production process through automated actions between both platforms. 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 withing Brandfolder. 

You will need to enable this feature. Please contact support@brandfolder.com for more information. 

Creating a Smartsheet Form Emdeded 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)

skitch_2.png

 

Once items are customized click Create Smartsheet Form. The widget will now appear below the name of the Brandfolder or Collection. An example of how the various customizable sections will show up within the widget can be found below. 

 

skitch.png

 

Pro tips: 

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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