Ability to Create Order Form

Product_Manager_BMS

I have search through various posts but can't seem to find exactly what I am looking for. I want to replace an excel sheet with smartsheets for demo order requests from the sales team. The existing excel sheet has a drop down of all the options that you can choose from and once you choose an option, it will auto-populate the part number. The demo order could consist of 5-10 items which then I would like to send onto the order entry team using the automated workflows.

Does anyone already have a template setup that allows you to manage all the part numbers on it's own sheet and then pull them into a Smartsheet form?

 

Thanks in advance!

Andrée Starå

Hi,

Can you maybe share the excel file or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@getdone.se)

Hope that helps!

Have a fantastic day!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

Andrée Starå

Did you get it working or do you still need help?

Have a fantastic week!

Best,

Andrée