Can a form be used to lookup a sheet and provide a result
Hi - I would like to set up a process whereby I can record the purchase of assets (contained in a sheet as a catalog). I want to then store the purchased asset in a sheet. Ultimately, I may also want to sell the asset.
It would be great if there is a template set that can do this or if someone else has done something similar.
Answers
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Maybe that wasnt clear so I will provide an example.
- I want to buy product XYZ and product ABC
- I dont know the product id etc or price so I want to look up a catalog for product XYZ
- Once I find the product, I select it and say how many units I want
- I then do the same thing for product ABC
- I then want to store the purchase details eg date, vendor etc in my asset register (a smartsheet)
- At some stage I may want to sell one of my products so I need to look up the different products I'm going to sell and update the status of my assets to show they have been sold
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I hope you're well and safe!
Not sure I follow.
Do you have an example you could share?
You could have a Product List and then use cross-sheet formulas to collect information from it like price and more.
Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@workbold.com)
I hope that helps!
Be safe and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. 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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Hi @Garry Lofberg
Hope you are fine, i can create this application for you but i need more information and a data sample, if it's ok for you we can meet in zoom to discuss this project, please confirm if it's ok for you:
My Email: Bassam.k@mobilproject.it
bassam.khalil2009@gmail.com
☑️ Are you satisfied with my answer to your question? Please help the Community by marking it as an ( Accepted Answer), and I will be grateful for your "Vote Up" or "Insightful"
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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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