Can a form be used to lookup a sheet and provide a result

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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

  • Garry Lofberg
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    Maybe that wasnt clear so I will provide an example.

    1. I want to buy product XYZ and product ABC
    2. I dont know the product id etc or price so I want to look up a catalog for product XYZ
    3. Once I find the product, I select it and say how many units I want
    4. I then do the same thing for product ABC
    5. I then want to store the purchase details eg date, vendor etc in my asset register (a smartsheet)
    6. 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
  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
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    Hi @Garry Lofberg

    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

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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

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  • Bassam Khalil
    Bassam Khalil ✭✭✭✭✭✭
    edited 06/10/21
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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

    PMP Certified

    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"

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
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    @Garry Lofberg

    Here's a template set that might help.

    Is this similar to what you need?


    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.