In 20 minutes you build a request queue: a Requests table, a Form view that anyone can submit without a SmartSuite account, and a Kanban view where the team triages what comes in. You need the Solution Creator or Administrator role; forms are managed by Solution Managers.
About 20 minutes.
Plan Availability | All plan types. Form submitters are not billed. |
Permissions | Solution Creators and Administrators create the solution. Solution Managers create and manage forms. |
Platform | Web |
Related Reading |
What will I have at the end?
A form link you can send or embed on a website, a table where each submission becomes a record, and a board that shows every request by status with an owner.
Step 1: Create the Requests table (5 minutes)
On the Home Page, click + New Solution and choose Build from Scratch.
Click Add Table and name it Requests. The Title field is the request summary.
Add these fields with Add Field: Requester (Text), Requester Email (Email), Request Type (Single Select, for example Access, Equipment, Question), Details (SmartDoc), Status (Status), Assigned To (Assigned To) and Due Date (Due Date).
Step 2: Build the form (6 minutes)
In the View Panel, click Create New View and choose Form.
Give the form a title and a short description.
Select the fields the requester fills in: Title, Requester, Requester Email, Request Type and Details. Leave Status, Assigned To and Due Date off the form; the team sets those.
Mark Title, Requester Email and Request Type as required.
Share the form: copy the link to send it, or embed the form in a website page.
Note: Form submitters do not need a SmartSuite account and are not billed.
Step 3: Build the triage board (4 minutes)
Click Create New View and choose Kanban; group the columns by Status.
Submit two test requests through the form link. Each appears as a card in the first column.
Open a card, set Assigned To and Due Date, and move it to the next Status.
Step 4: Share the queue with the team (3 minutes)
Open the solution's dropdown and choose Permissions.
Pick Only These Teams Have Full Access and choose the team that handles requests.
What can I do now?
Send the form link to the people who raise requests; every submission lands in the queue.
Add an automation later so the assignee is notified when a request is assigned: see the Automations Introduction.
Add a Grid View grouped by Request Type for a weekly count.
Frequently asked questions
Do requesters need a SmartSuite account?
No. A shared or embedded form is submitted without signing in, and form submitters are not billed.
Can the requester get a confirmation email?
Use an automation with a Form is Submitted trigger and a Send an Email action to the Requester Email field; the Automations Introduction lists the triggers and actions.
Who can edit the form after it is built?
Solution Managers create and manage forms. Give the person who owns the queue the Solution Manager permission on the solution.
Can I show requests on a calendar as well?
Yes. Add a Calendar view on Due Date from the same Create New View button.
Next step: What to do in week two.
Last verified 22 Oct 2026 against Form View, Creating Forms in SmartSuite, Kanban View, the View Panel article, Solution Permissions, the Automations Introduction and the pricing page (form submitters not billed)