Restricting a form by amount entered on a monthly basis

Brian_ColumbiaSPS

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?

Andrée Starå

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

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Brian_ColumbiaSPS

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

@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()))

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Brian_ColumbiaSPS

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