Formular: Only two requests each department per week

Hi Community,


I have a sheet request form that capture transport requests from each department. Heres my scenerio:


For my organsiation a request for transport is allowed only 2 request per week for each department. Requests more than two is automatically cancelled for the department.


what formula can I use to a helper column to identify if a 3rd request has been submitted to automate an email notifying user request that this request has been cancelled.

Gregory E. Jack

Beginner Smartsheet Automations

Answers

  • jpaul
    jpaul ✭✭✭✭
    edited 06/25/23

    Hey Gregory,

    This one hurt my head for a second but I finally figured out a work around for you. I am assuming you are having them identify their department within the form, and then a column that identifies the Date entered.

    Create an auto number column in your sheet.

    Then create a column titled "Work week and place the below formula into it:

    =WEEKNUMBER([Date entered]@row)

    Next create a column title "Request this week" and put the below formula in it.

    =COUNTIFS(Department:Department, Department@row, [Row ID]:[Row ID], <=[Row ID)]@row, [Week Number]:[Week Number], [Week Number]@row)

    Make that a column formula.

    Below is a screen shot of how I have it set-up. This functions so it only counts itself plus past entries by that same department within the same work week.

    You can hide all the helper columns like "Work Week" and the "ROW ID" to clean your sheet up.

    Department Count.JPG


    You can also set-up an automation to alert the form submitter if their "Request this week" number is 3 or greater.


    If you are not familiar with automations let me know and I can throw some screen shots together for you.

  • Hi@jpaul,

    Thankyou very much, really did the job. Thanks Thanks Thanks. I am working on the workflow now.

    Gregory E. Jack

    Beginner Smartsheet Automations

Help Article Resources

Want to practice working with formulas directly in Smartsheet?

Check out the公式手册模板!
Try this - =\"We are at \" + [% closed rate]@row * 100 + \"% closed rate on ticket status for the month of \"+[Month]@row.<\/p>"},{"commentID":390301,"body":"

I figured it out! Updated formula to get the 2 decimal places as well.<\/p>

=\"We are at \" + IFERROR(ROUND([% closed rate]@row * 100, 2), \"//www.santa-greenland.com/community/discussion/106872/\") + \"% closed rate on ticket status for the month of \" + Month@row<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]},{"discussionID":108861,"type":"question","name":"IF\/AND Formula","excerpt":"Formulas are the bane of my existence and I really need to take a class! Today I'm trying to set up a formula to throw a flag when 2 conditions are met. I want a red ball when I have not received an invoice and the invoice due date is within 30 days. I know I'm close since I've gone from \"unparsable\" to \"incorrect…","snippet":"Formulas are the bane of my existence and I really need to take a class! Today I'm trying to set up a formula to throw a flag when 2 conditions are met. I want a red ball when I…","categoryID":322,"dateInserted":"2023-08-11T16:27:44+00:00","dateUpdated":null,"dateLastComment":"2023-08-11T17:49:45+00:00","insertUserID":120231,"insertUser":{"userID":120231,"name":"Pamela Wagner","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Pamela%20Wagner","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-11T17:47:38+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"updateUserID":null,"lastUserID":120231,"lastUser":{"userID":120231,"name":"Pamela Wagner","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Pamela%20Wagner","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-11T17:47:38+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":4,"countViews":54,"score":null,"hot":3383549849,"url":"https:\/\/community.smartsheet.com\/discussion\/108861\/if-and-formula","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108861\/if-and-formula","format":"Rich","lastPost":{"discussionID":108861,"commentID":390268,"name":"Re: IF\/AND Formula","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/390268#Comment_390268","dateInserted":"2023-08-11T17:49:45+00:00","insertUserID":120231,"insertUser":{"userID":120231,"name":"Pamela Wagner","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Pamela%20Wagner","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-11T17:47:38+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-11T17:48:48+00:00","dateAnswered":"2023-08-11T17:12:43+00:00","acceptedAnswers":[{"commentID":390261,"body":"

You were, indeed, very close.<\/p>

=IF([Invoice Received?]@row = 0, IF(AND([Renewal Date]@row >= TODAY(), [Renewal Date]@row <= TODAY(+30)), \"Red\"))<\/p>"},{"commentID":390264,"body":"

\n \n https:\/\/community.smartsheet.com\/discussion\/108861\/if-and-formula\n <\/a>\n<\/div>\n

It looks like you forgot to close out the AND <\/strong>funtion. Try this<\/p>

=IF([Invoice Received?]@row = 0, \"Green\", IF(AND([Renewal Date]@row >= TODAY(0), [Renewal Date]@row <= TODAY(+30)), \"Red\", \"Yellow\"))<\/code><\/p>

Hope this helps!<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]},{"discussionID":108832,"type":"question","name":"How do I create a IF(AND formula combining multiple cross references?","excerpt":"In this screenshot I am sharing my rollup data sheet. Of the 6 Total Amex CB Count, I am trying to determine how many of those each of our Branches has but I keep getting different errors using formula: =COUNTIFS({Dispute & Chargeback intake sheet branch}, CONTAINS([Data Points]32, @cell), IF(AND({Dispute & Chargeback…","snippet":"In this screenshot I am sharing my rollup data sheet. Of the 6 Total Amex CB Count, I am trying to determine how many of those each of our Branches has but I keep getting…","categoryID":322,"dateInserted":"2023-08-10T23:46:21+00:00","dateUpdated":null,"dateLastComment":"2023-08-11T17:12:56+00:00","insertUserID":140084,"insertUser":{"userID":140084,"name":"Krystal Garcia","url":"https:\/\/community.smartsheet.com\/profile\/Krystal%20Garcia","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!hEDXYe8sIOY!ZF9XGSNgaPQ!0Bh2ICPdBzl","dateLastActive":"2023-08-11T17:23:36+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":140084,"lastUser":{"userID":140084,"name":"Krystal Garcia","url":"https:\/\/community.smartsheet.com\/profile\/Krystal%20Garcia","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!hEDXYe8sIOY!ZF9XGSNgaPQ!0Bh2ICPdBzl","dateLastActive":"2023-08-11T17:23:36+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":43,"score":null,"hot":3383486357,"url":"https:\/\/community.smartsheet.com\/discussion\/108832\/how-do-i-create-a-if-and-formula-combining-multiple-cross-references","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108832\/how-do-i-create-a-if-and-formula-combining-multiple-cross-references","format":"Rich","tagIDs":[207,219,254,344,440],"lastPost":{"discussionID":108832,"commentID":390262,"name":"Re: How do I create a IF(AND formula combining multiple cross references?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/390262#Comment_390262","dateInserted":"2023-08-11T17:12:56+00:00","insertUserID":140084,"insertUser":{"userID":140084,"name":"Krystal Garcia","url":"https:\/\/community.smartsheet.com\/profile\/Krystal%20Garcia","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!hEDXYe8sIOY!ZF9XGSNgaPQ!0Bh2ICPdBzl","dateLastActive":"2023-08-11T17:23:36+00:00","banned":0,"punished":0,"private":false,"label":"✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/9UG82HSGCS9G\/image.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-11T17:23:34+00:00","dateAnswered":"2023-08-11T00:00:03+00:00","acceptedAnswers":[{"commentID":390143,"body":"

I think I am following what you are attempting to do. Try this:<\/p>

COUNTIFS({Dispute & Chargeback intake sheet branch}, CONTAINS([Data Points]32, @cell), {Dispute & Chargeback Intake Sheet Type of CB}, \"AMEX\")<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":207,"urlcode":"Sales","name":"Sales"},{"tagID":219,"urlcode":"Sheets","name":"Sheets"},{"tagID":254,"urlcode":"Formulas","name":"Formulas"},{"tagID":344,"urlcode":"it-operations","name":"IT & Operations"},{"tagID":440,"urlcode":"project-management","name":"Project Management"}]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&categoryID=322&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&sort=-hot&limit=3&expand%5B0%5D=all&expand%5B1%5D=-body&expand%5B2%5D=insertUser&expand%5B3%5D=lastUser&status=accepted","prevURL":null,"currentPage":1,"total":10000,"limit":3},"title":"Trending in Formulas and Functions ","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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