DATA UPLOADER and Dynamics view

Jerome Szurubura

Hi,

May I ask to share knowledge about DataUploader and Dynamics view

1) Data Uploader

It seems that data uploader allow to generate dynamics drowpdown list. Is it true? Do you have esemple to share? I need it for a customer dropdown list which is now boring to update manually.

2) Dynamics view

Is it possible with dynamic view to select column to be transfer.

Exemple:

Sheet 1 = open ticket sheet = you select Purpose/Contact/Action to do......(many column depend of the Purpose) I made FORMS to manage the content regarding the purpose (ex: Form OPEN AFTERSALE TICKET)

If it is Purpose = AFTERSALE, line is automatically transfer to SAV SHEET

If Purpose = COTATION, line is automatically transfer to INSIDE SALES SHEET

My question: Can I choose to transfer only columns 1, 2,7,8 to AFTER SALES SHEETS or columns 1,2,3,4,5 to INSIDE SALES SHEET?

3) which is the package price to get Data Uploader and Dynamics view?

Thanks per advance for your time.

Andrée Starå

Hi @Jerome Szurubura

I hope you're well and safe!

1. Basically, yes.
2. EDIT, Yes, if the automation is set up on the sheet where the row is coming from it would move the row to another sheet.

I'd be happy to schedule a free discovery call to discuss your needs (Data Uploader / Dynamic View) and how I might be able to help.

How does that sound?

Please e-mail me at andree@workbold.com and we will take it from there.

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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