Can you create an order form in Smartsheet

Can you create an order form in Smartsheet

I am wanting to create some order form for my company, but i cant seem to be able to create a section where they are able to put in more than one product at a time. What colunm type would i use?

Answers

  • Simply use the new Drop Down (Multi-Select) Column Type to make this work. This was a new enhancement announced during Engage '19, and it works wonderfully.

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi Sharon,

    To add to Deanna's excellent advice.

    Another option could be to use forms. One form for the primary information, and after it's submitted another form opens up where you can add each product. (the product form reloads after each submission)

    Would that work/help?

    I hope that helps!

    Have a fantastic week!

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

    Please help the Community by marking the post that helped answer your question or solve your problem with the accepted answer. It will make it easier for others to find a solution or help to answer!

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

  • Thank you,

    What about a stationary order form?

    The multi option wont work as i dont have a list. (or want to create one)

    If the form refreshes is that a little cumbersome? But i will give this a go and see how the office handles it.


    Thanks for your help.

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Happy to help!

    Re. Stationary Form.

    There are several options.

    • Design a sheet/template as an order form
    • Use a third-party service like Google Forms or similar

    Re. Form

    The form refresh is almost instant so that shouldn't be an issue.

    Let me know how it goes and if you need more help!

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

  • Thanks i will give those options a try.

    Appreciate you help.

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Excellent!

    Let me know how it goes!

    Remember! Did my post help answer your question or solve your problem? Please help the Community by marking it as the accepted answer. It will make it easier for others to find a solution or help to answer!

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

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