Resource Check Out
Hello,
We are trying to use a Smartsheet form for check out equipment from a drop-down list. Is there any way for the Form to not display an item is available for check out(I.E. remove it dynamically from the dropdown list) if it was checked out by a different staff member?
regards,
Brian
Comments
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Hi Brian,
Unfortunately, it's not possible without an add-on or third-party solution at the moment, but it's a great idea!
Please submit an Enhancement Request when you have a moment.
A possible workaround could be to have a dashboard showing the form and the available equipment side by side.
Would that work?
Have a fantastic week!
Best,
Andrée Starå
Workflow Consultant @ Get Done Consulting
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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What is the name of the add-on or 3rd party solution that could be used for something like this?
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Hello,
I'm not sure what integration Andrèe is referring to, but a workaround you might explore is creating a report that displays only the equipment that's available and adding a link to the report in a Heading/Description field within your form. Submitters can look at the report to see what's available and make their request accordingly.
You could also consider creating an update request rule that's triggered when an unavailable item has been requested. The update request should prompt the submitter to choose a different piece of equipment.
Here is an example of a formula you can enter in the column that will be used to trigger your update request:
=IF(LEN(Equipment@row) = 0, "", IF(COUNTIFS(Equipment:Equipment, Equipment1) = 1, 0, 1))
If needed, more information on this can be found in our help articles:
- Functions: https://help.smartsheet.com/functions
- Alerts and Actions: https://help.smartsheet.com/articles/2476191-automate-your-work-alerts-actions
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Hi Liz,
The add I was thinking of is called AppSheet, but it could probably also be set up with Zapier or a similar service.
Hope that helps!
Best,
Andrée
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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