Is it feasible to automatically transfer input from form data with added formatting and information?

Hi,
I am attempting to reduce the need for manual data entry.
Essentially, I would like a system where a sales colleague can check off a list of processes when they receive an order, lets say A, B, and C.
A new sheet is created for production showing they need to complete processes A B C.
The problem I am facing is that I do not simply want a sheet showing a client name and what their job requires, I need it listed as such:
PROCESS | HOURS | TOTAL
A——————————————-——————12
- Electrics————————4
- Wood work——————-2
- Metal work——————-6
B——————————————-——————8
- Electrics———————-4
- Wood work——————2
- Metal work——————2
C——————————————-——————30
- Electrics————————8
- Wood work——————-10
- Metal work——————-12
The extra data of the hours and job breakdown can be stored in another sheet, I would just need Smartsheet to grab the processes needed following the form.
I am aware this isn't possible simply with Smartsheet features, I would need a program and to use the API of sheets to do so, I also imagine I would need to create the new process sheets manually and connect them to the system.
My question at the end of the day is how feasible this is, would it be an expensive and mammoth task to program this? Is it possible within Smartsheet?
Thank you
Answers
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hi @cbgb_jk,
I think the answer to your question is DynamicView by smartsheet:
This is how you can create views on one sheet for different sellers etc.
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Tag my name: @kowal if you want me to respond :)
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Hi @kowal
Thanks for your response but this is not what I meant - I am new to this and am explaining what I mean poorly. Access to sheets isn't a problem it is the populating of sheets without too much human input. -
Hi,
I hope you're well and safe!
If I understand your need correctly, I've developed similar solutions for clients.Something similar to this? Create multiple rows in another sheet when something is true in the main and populate those rows with information from the central or other sheets.
Correct?
I hope that helps!
Be safe, and have a fantastic day!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
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@Andrée Starå
Yes, this is exactly what I mean. How would I do this? Are there any resources you know of I can look at to attempt this? Would I need any external programming to make this work?Thank you
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Excellent!
Happy to help!
It's advanced to set up/develop and depends on your specific situation and needs.I'd be happy to schedule a quick Discovery Call and get/give more details.
Please e-mail me at andree@workbold.com, and we will take it from there.
✅ Remember! Did my comment(s) help/answer your question or solve your problem? Please support the Community and me 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! I appreciate it, thanks!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.
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By advanced, do you mean complex features of Smartsheet or using the API and programming something?
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Advanced means that it is complex to develop/set up.
✅ Remember! Did my comment(s) help/answer your question or solve your problem? Please support the Community and me 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! I appreciate it, thanks!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.