how would you create smartsheet tables for 1:n requirements e.g. one visitor and n companions
Hi all,
what is your recommendation to build one or more smartsheets for the management of visitors.
Mainly there is one visitor and sometimes with some companions.
As the host I would like to add the visitor by smartsheet forms and although his/her companions, not knowing how much.
The reception desk has a report which shows on a per day base the visitors/companions of today and tomorrow. Visitors/companions will get an email the day before although the host. The reception desk does the check in of the visitors/companions, an email is send to the host and his deputy. (workflow)
Any ideas or best practices? Especially for the 1:n structure?
Is it possible to send an email to all entries of a multi select contact list?
Thank you, Joachim
Answers
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Hi @Joachim Mund
Hope you are fine, please check the following template "Visitor Check-In Log with Form" in the Solution Center.
and if you like i can help you to build this application on smartsheet, please call me.
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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Thank you @Bassam Khalil for your message, I will check this.
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You are welcome and I will be happy to help you any time.
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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Hi @Bassam Khalil unfortunately I can not find the template "Visitor Check-In Log with Form", could you please send me a link? May be it is because my solution center is in german language.
Thank you
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I hope you're well and safe!
Here you go.
Did that work/help?
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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Thank you @Andrée Starå , but this template does not cover a 1:n requirement for visitor planning and check-in
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Not sure I follow.
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)
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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@Andrée Starå I did not start with creating smartsheet tables.
One table should manage a visitor to our company.
How would I add some companions comming with him? Not knowing how much will come.
Build one sheet with visitor (main) and visitor1 .... visitor10?
Or build two sheets, one with the main visitor, the other sheet with the companion visitors.
But how can I add them with a smartsheet form?
Many thanks for your ideas, Joachim
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