How to create a request order form for multiple items/quantities

Angela B. · 10/12/21

Hello Smartsheet Community,

The basic order form from the "Workforce PPE Inventory Tracking" template set only allows one item and quantity entry per row per and per request tracking number. Is it possible to add/associate multiple items and quantities in multiple rows to one request tracking number?

The basic order form format assumes either the customer only wants to purchase one item or the customer is willing to input a multi-item purchase one line item at a time and by utilizing the single entry form multiple times, thus resulting in a different tracking number per item for one complete order.

How would I build a Smartsheet form that will accommodate multi-item orders, by placing each order item and its quantity in separate rows on the request sheet, while associating all row items in the order with one tracking number and by one-time data entry to the request sheet form?

Please advise.

Angela B.

Andrée Starå · 10/12/21

Hi @Angela B.

I hope you're well and safe!

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 week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Angela B. · 10/13/21

Hello @Andrée Starå ,

Thank you for your response. I sent you an email not too long ago, I would appreciate receiving the example you've mentioned. Hopefully, your example will get me on track.

Best regards,

Angela B.

Miriam S · 12/29/21

Hello @Andrée Starå -

Could I also receive an example of this?

I need an order form that allows the user to designate different quantities for multiple items needed for their project.

Thank you!

Miriam S.

Andrée Starå · 12/29/21

Hi @Miriam S

I hope you're well and safe!

I'd be happy to share an example.

Please send me an email at andree@workbold.com, and I'll share it with you.

I hope that helps!

Have a fantastic week & Happy Holidays!

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!

Melody Yang · 02/15/22

Hello @Andrée Starå,

Would you mind sending me a copy as well? I've been struggling with this for a while. I tried to email you @ andree@workbold.com, but haven't received a response. Thank you so much!

Best,

Melody

Paul Gleespen · 11/02/22

Hello @Andrée Starå ,

Would you mind sending me a copy as well? I've been struggling with this for a while. I tried to email you @ andree@workbold.com, but haven't received a response. Thank you so much!

Best,

Paul

Kenneth Kollin · 11/28/22

Hello @Andrée Starå ,

I know this is an older thread, but this sounds like exactly something I am looking to implement for us at our company. Could you please share your example with me? I'll also send you a PM.

Thanks again,

Ken

BartManion · 02/02/23

Did anyone use the sample Andre provided?

Connie Cochran · 04/04/23

@Andrée Starå Would you be able to send me this as well? Thank you in advance.

12edrah · 04/28/23

I am also looking for this template.

@Andrée Starå Could I also please get a copy?

Brenda M · 08/21/23

Hello,

I would like an example of how to create a request order form for multiple items/quantities as mentioned in this thread. Thank you

Brenda M

Andrée Starå · 08/22/23

Hi @Kenneth Kollin @BartManion @Connie Cochran @12edrah @Brenda M

I hope you're well and safe!

I'd be happy to share an example.

Please email me at andree@workbold.com, and I'll share it with you.

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, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

Kari G · 08/29/23

@Andrée Starå I emailed you requesting the example of your solution. Please let me know if you need me to email you again.

Itai · 09/12/23

@Andrée Starå

Hey, can I get the example as well please?

Sent you an email.

Thank you

Kevin Vega · 11/29/23

@Andrée Starå can I get the example as well please?

How to create a request order form for multiple items/quantities

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