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Smartsheet for Work Order System
Hi everyone,
New to Smartsheet - very excited about the capabilities. Wondering if anyone out there is utilizing the system as a Work Order System?
We get batch work orders from our hardware's proprietary dashboard system via email (excel).
I would like to drop these into Smartsheet - using perhaps the help desk ticket template - and automatically create a new Work Order # for each row.
At some point, I would like to be able to automate this step (email to smartsheet, investigating third parties).
Then, I would like my field techs to update the work order (although I just learned that web forms add rows, does not update them), so I need a way for them to update the same ticket number - however that may be. They are accustomed to Web Forms, but they may need to update a Smartsheet Report instead so I can connect the data back to the Work Order's corresponding row.
Any tips, case studies, walk thrus are highly welcome!
And then of course is the Boss Lady's dashboard, but that is for another day!
Comments
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Hi LJ,
You might consider having work orders submitted via a web form in Smartsheet. You can find more information on this in our Help Center: https://help.smartsheet.com/articles/522221-using-web-forms
You can have Smartsheet automatically generate a WO number with an auto-number/system column. Details on this in he Help Center as well: https://help.smartsheet.com/articles/504619-column-types#autonumber
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Hi Shaine,
Thanks for responding!
I would love to be able to use the web forms, but we get our work orders in bulk from a hardware monitoring dashboard system. When the hardware reports an issue it is generated into a spreadsheet and emailed to us automatically. There are about 100 per day, so if I could automate this step vs having someone enter manually it would be more ideal.
I like the auto-numbering, that will be a great feature for us!
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Hi LJ,
If you have development resources available to you, you might look at our API to automate some of this process: https://smartsheet-platform.github.io/api-docs/#overview
You can also check out third party automation services that integrate with Excel and Smartsheet, such as Zapier.com
