Insights & Guides

The RTC Blog

Practical guides on Smartsheet, automation, AI, and technical consulting — written by the people who build it every day.

Smartsheet
How to Let Subcontractors & Vendors Submit Data to Smartsheet Without Giving Them Sheet Access

Need outside vendors or subcontractors to submit data into Smartsheet without seeing the whole sheet? Here's the exact Form + Dynamic View setup, step by step.

Smartsheet · Forms · Dynamic View Read →
Automation
How to Replace Manual Onboarding Spreadsheets with Automated Smartsheet Workflows

Still managing employee onboarding in Excel? Here's how to automate it in Smartsheet using Forms, automation rules, Reports, and a live Dashboard — so nothing slips.

Smartsheet · Automation · Operations Read →
Field Operations
How Field Teams Can Submit Photos & Attachments to Smartsheet Without Sheet Access

Let field crews submit completion photos from their phones directly into Smartsheet — no license, no sheet access, no app install required. Just a form and a QR code.

Smartsheet · Forms · Field Ops Read →