How to use Contract Manager when there's one contract and multiple parties.

Options

Hello, I am using the contract manager templates to track contracts for services provided to our client's locations (can be one or several). Is there a way - through the setup form - to add each location as a sub field (or row) where we can check off tasks completed for each location/each month?

Thanks.

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    Options

    Hi @BWheel

    I hope you're well and safe!

    This might help. You could maybe adapt my method described below.

    • I developed a solution using two forms (or the same form by using conditional logic) that can be used to submit the main information and then the other information on a new row for each submission after the first.

    Would that work/help?

    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 support the Community by marking it Insightful/Vote Up, Awesome, 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.

  • BWheel
    BWheel ✭✭
    Options

    I ended up doing the two sheets as you suggested and creating a hyperlink between the two. When we get a new or changed contract, we will have to pop into the sub sheet and update the locations manually. I'm thinking of adding a workflow task to make sure the subsheet is updated each time.

    Thanks for your response!