Can you create an order form in Smartsheet
I am wanting to create some order form for my company, but i cant seem to be able to create a section where they are able to put in more than one product at a time. What colunm type would i use?
Answers
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Deanna Vandermeer Overachievers AlumniSimply use the new Drop Down (Multi-Select) Column Type to make this work. This was a new enhancement announced during Engage '19, and it works wonderfully.
Smartsheet Overachievers Alumni
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Andrée Starå ✭✭✭✭✭✭Hi Sharon,
To add to Deanna's excellent advice.
Another option could be to use forms. One form for the primary information, and after it's submitted another form opens up where you can add each product. (the product form reloads after each submission)
Would that work/help?
I hope that helps!
Have a fantastic week!
Best,
Andrée Starå
Workflow Consultant / CEO @WORK BOLD
✅Please help the Community by marking the postthathelped answer your question or solve your problem withthe 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:[email protected]| P: +46 (0) - 72 - 510 99 35
Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.
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SharonR ✭✭✭✭✭
Thank you,
What about a stationary order form?
The multi option wont work as i dont have a list. (or want to create one)
If the form refreshes is that a little cumbersome? But i will give this a go and see how the office handles it.
Thanks for your help.
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Andrée Starå ✭✭✭✭✭✭
Happy to help!
Re. Stationary Form.
There are several options.
- Design a sheet/template as an order form
- Use a third-party service like Google Forms or similar
Re. Form
The form refresh is almost instant so that shouldn't be an issue.
Let me know how it goes and if you need more help!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå| Workflow Consultant / CEO @WORK BOLD
W:www.workbold.com| E:[email protected]| P: +46 (0) - 72 - 510 99 35
Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.
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SharonR ✭✭✭✭✭
Thanks i will give those options a try.
Appreciate you help.
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Andrée Starå ✭✭✭✭✭✭
Excellent!
Let me know how it goes!
✅Remember!Did my post help answer your question or solve your problem? Please help the Community bymarking it 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:[email protected]| P: +46 (0) - 72 - 510 99 35
Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.
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You need to remove the closing parenthesis from before the comma.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":343,"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations","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":107142,"type":"question","name":"Dynamic View not allowing editable field","excerpt":"Hi, I have 2 fields in my Dynamic View that are built exactly the same way. One is showing as Read Only and the other Required. They both need to be Required. Anyone else having this issue? I just built this last week and was working correctly until today.","snippet":"Hi, I have 2 fields in my Dynamic View that are built exactly the same way. One is showing as Read Only and the other Required. They both need to be Required. Anyone else having…","categoryID":343,"dateInserted":"2023-06-30T15:30:52+00:00","dateUpdated":null,"dateLastComment":"2023-06-30T16:08:48+00:00","insertUserID":116932,"insertUser":{"userID":116932,"name":"Darla Brown","title":"Executive Assistant\/Smartsheet Nerd","url":"https:\/\/community.smartsheet.com\/profile\/Darla%20Brown","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!2ijXPwm027Q!unNWp2GmkrQ!CBVsVJExguI","dateLastActive":"2023-06-30T18:53:06+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"updateUserID":null,"lastUserID":8888,"lastUser":{"userID":8888,"name":"Andrée Starå","title":"Smartsheet Expert Consultant & Partner | Workflow Consultant \/ CEO @ WORK BOLD","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/0PAU3GBYQLBT\/nXWM7QXGD6464.jpg","dateLastActive":"2023-06-30T20:16:52+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":16,"score":null,"hot":3376282180,"url":"https:\/\/community.smartsheet.com\/discussion\/107142\/dynamic-view-not-allowing-editable-field","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/107142\/dynamic-view-not-allowing-editable-field","format":"Rich","lastPost":{"discussionID":107142,"commentID":383352,"name":"Re: Dynamic View not allowing editable field","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/383352#Comment_383352","dateInserted":"2023-06-30T16:08:48+00:00","insertUserID":8888,"insertUser":{"userID":8888,"name":"Andrée Starå","title":"Smartsheet Expert Consultant & Partner | Workflow Consultant \/ CEO @ WORK BOLD","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/0PAU3GBYQLBT\/nXWM7QXGD6464.jpg","dateLastActive":"2023-06-30T20:16:52+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Using Smartsheet","url":"https:\/\/community.smartsheet.com\/categories\/using-smartsheet"},{"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/5JPTRQJ4FVMN\/image.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-30T16:04:54+00:00","dateAnswered":"2023-06-30T15:49:28+00:00","acceptedAnswers":[{"commentID":383344,"body":"
Hi @Darla Brown<\/a> <\/p> I hope you're well and safe!<\/p> Has anything in the sheet changed? Any formulas in the cells? <\/p> I hope that helps!<\/p> Be safe, and have a fantastic week!<\/p> Best,<\/p> Andrée Starå<\/strong><\/a> | Workflow Consultant \/ CEO @ WORK BOLD<\/strong><\/a><\/p> ✅Did my post(s) help or answer your question or solve your problem? Please support the Community by <\/em>marking it Insightful\/Vote Up, Awesome, or\/and as the accepted answer<\/em><\/strong>. It will make it easier for others to find a solution or help to answer!<\/em><\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":343,"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations","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":107125,"type":"question","name":"How to hide certain columns to certain poeple, while unhide to the rest","excerpt":"Hi Dear Community I am sharing my sheet to 2 groups of poeple, for group A they can see the entire sheet, but for group B I would like they to see only part of the columns. Both groups can edit what they can see in the sheet. Is there a way to acheive that? Thanks!","snippet":"Hi Dear Community I am sharing my sheet to 2 groups of poeple, for group A they can see the entire sheet, but for group B I would like they to see only part of the columns. Both…","categoryID":321,"dateInserted":"2023-06-30T09:24:53+00:00","dateUpdated":null,"dateLastComment":"2023-06-30T12:44:32+00:00","insertUserID":162810,"insertUser":{"userID":162810,"name":"流风回雪","url":"https:\/\/community.smartsheet.com\/profile\/%E6%B5%81%E9%A3%8E%E5%9B%9E%E9%9B%AA","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-30T11:58:57+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":139601,"lastUser":{"userID":139601,"name":"jmyzk_cloudsmart_jp","title":"jmyzk","url":"https:\/\/community.smartsheet.com\/profile\/jmyzk_cloudsmart_jp","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/ZBVD3K8PY0D5\/n7CZ1F4XWEM9Y.JPG","dateLastActive":"2023-06-30T15:26:57+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":4,"countViews":50,"score":null,"hot":3376248565,"url":"https:\/\/community.smartsheet.com\/discussion\/107125\/how-to-hide-certain-columns-to-certain-poeple-while-unhide-to-the-rest","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/107125\/how-to-hide-certain-columns-to-certain-poeple-while-unhide-to-the-rest","format":"Rich","lastPost":{"discussionID":107125,"commentID":383311,"name":"Re: How to hide certain columns to certain poeple, while unhide to the rest","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/383311#Comment_383311","dateInserted":"2023-06-30T12:44:32+00:00","insertUserID":139601,"insertUser":{"userID":139601,"name":"jmyzk_cloudsmart_jp","title":"jmyzk","url":"https:\/\/community.smartsheet.com\/profile\/jmyzk_cloudsmart_jp","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/ZBVD3K8PY0D5\/n7CZ1F4XWEM9Y.JPG","dateLastActive":"2023-06-30T15:26:57+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Using Smartsheet","url":"https:\/\/community.smartsheet.com\/categories\/using-smartsheet"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-30T11:59:52+00:00","dateAnswered":"2023-06-30T10:33:48+00:00","acceptedAnswers":[{"commentID":383272,"body":" Hi Dear Andrée Starå<\/strong><\/a><\/p> Thank you so much for your solution!<\/p> It can work, but more like a compromise way. Editing on a report is less convenient.<\/p> It would be better for me to set access right to each column.<\/p> But that can also work for now, thanks a lot.<\/p> By the way are you a BOT?<\/p>"},{"commentID":383283,"body":"
