Restricting a form by amount entered on a monthly basis

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I have a form that utilized for co workers to request use of our department credit card. Our card has a monthly limit of $2,500.00. Is there a way to create a form in smartsheets that would calculate per month the monetary limitation and include any other submissions total for that month and if anyone submitted a form with the estimated cost that would go over a the $2,500 limit an the current submission per month that it would auto send a decline email to the submitter?

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
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    Hi @Brian_ColumbiaSPS

    I hope you're well and safe!

    Yes, but you have to add a so-called helper column that can sum the current month's values, and then you could have a workflow trigger if the amount goes over the limit sending an Alert.

    Make sense?

    Would that work/help?

    I hope that helps!

    Be safe, and have a fantastic week!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.

  • Brian_ColumbiaSPS
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    Thanks Andree! Is "helper column" a specific function/thing or are you advising to creating a column and entering in a formula to calculate? Also, how do I enter the formula to make it time sensitive? Meaning always adhering to the current/present month?

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
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    @Brian_ColumbiaSPS

    Happy to help!

    A helper column is a column used only to help a process.

    Try something like this in the helper column. (update the column names to match yours)

    =SUMIFS(Amount:Amount, [Created Date]:[Created Date], IFERROR(MONTH(@cell), 0) = MONTH(TODAY()))

    Did it work?

    Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up/Awesome or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.

  • Brian_ColumbiaSPS
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    Thank you! I will try it out later this week and definitely let you know. Again thank you and have a great week.

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