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

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Andrée Starå

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

liz.mayeux

What is the name of the add-on or 3rd party solution that could be used for something like this?

Alejandra

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

Andrée Starå

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

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