Forms and Auto Calculated Fields
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:
- User enters the total value of the invoice
- Enters tax code (None, GST, GST/PST, Not Simple)
- 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.
Answers
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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
✅Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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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.
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