Forms and Auto Calculated Fields

Erik Jensen

Hello Smartsheet community!

We use a Smartsheet form to submit vendor invoices for approval (and later extraction into QB).

It would be very helpful to have a field in this form that auto-calculates the taxes so a person doing data entry can verify the taxes are correct.

USE CASE:

1. User enters the total value of the invoice
2. Enters tax code (None, GST, GST/PST, Not Simple)
3. Would be AWESOME to have PST and GST fields on that form that shows what the tax calculation WOULD be given what has been entered/selected.

Is there any way to do this? Please help!

Thanks,

Erik

PS. Our system does a terrible job of handling edge cases, but kicks butt handling 90-95% of invoices/receipts we receive and streamlines the approval and data entry process.

Andrée Starå

Hi @Erik Jensen

I hope you're well and safe!

Unfortunately, it's not possible at the moment, but it's an excellent idea!

Please submit an Enhancement Request when you have a moment.

As a possible workaround, you could use a 3rd-party form integration or similar.

Is that an option?

I hope that helps!

Be safe and have a fantastic weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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TinaPod

This is a great suggestion. I am also having an issue with an update form and a calculated field not populating for our Go No Go process. It would PERFECT if the calculated field would recalculate as the other fields are filled in.