STOCK FOLLOW UP/ FORMULA/LINKED SHEET

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Hi everyone,

To improve our warehouse we are making a stock tracking.


It works like this:

When someone takes something from the stock they fill in a form and tick 'use something'. If they bring something back they also fill in the form and tick the 'bring back' box.

In the column 'Quantity left' the amount of stock is calculated. If the checkbox 'use something' is ticked the quantity is deducted from the stock, if the checkbox 'bring back' is ticked it is added to the stock.

We would like to somehow see that if too little is brought back from the same person that the row turns red or that there is just a notification.


Question:

Is there a way in Smartsheet to see that the same person has brought back too little? Is there a formula or do we need to make another sheet where we can see the info? Any suggestions are welcome!


Formula in 'Quantity left' column : =SUMIFS([Amount taken]:[Amount taken]; Product:Product;[email protected];[BRING BACK]:[BRING BACK]; 1) - SUMIFS([Amount taken]:[Amount taken]; Product:Product;[email protected];[使用]:[使用];1)


See also the screenshot below of the sheet. Under 'INPUT' the info of the form is shown.


Thanks in advance!


Kind Regards,

Warehouse Tomorrowland

Best Answer

Answers

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Hi @Stephanie D<\/a> <\/p>

I hope you're well and safe!<\/p>

Try something like this.<\/p>

=COUNTIF(Status:Status, \"Green\")<\/p>

=COUNTIF([% Complete]:[% Complete], \"Half\")<\/p>

Did that work\/help? <\/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":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":254,"urlcode":"Formulas","name":"Formulas"}]},{"discussionID":106897,"type":"question","name":"Delinquency Report","excerpt":"Hi SmartSheet Community, How do you pull a delinquency report showing month to month stagnation, in the same column across sheets? I'd like to send a monthly update request form for the \"assign to\" with their lists and pull only those item's whose %complete hasn't been updated in the last 30days. Is there a column specific…","categoryID":322,"dateInserted":"2023-06-26T15:35:15+00:00","dateUpdated":null,"dateLastComment":"2023-06-26T16:23:29+00:00","insertUserID":162550,"insertUser":{"userID":162550,"name":"Avani","title":"Senior Manager, PMO","url":"https:\/\/community.smartsheet.com\/profile\/Avani","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-26T16:26:53+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":45516,"lastUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-06-26T16:21:56+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":1,"countViews":18,"score":null,"hot":3375590924,"url":"https:\/\/community.smartsheet.com\/discussion\/106897\/delinquency-report","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106897\/delinquency-report","format":"Rich","lastPost":{"discussionID":106897,"commentID":382339,"name":"Re: Delinquency Report","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/382339#Comment_382339","dateInserted":"2023-06-26T16:23:29+00:00","insertUserID":45516,"insertUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-06-26T16:21:56+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-26T16:27:10+00:00","dateAnswered":"2023-06-26T16:23:29+00:00","acceptedAnswers":[{"commentID":382339,"body":"

You would need to use a Record A Date automation to grab the date the % Complete column was last updated.<\/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":106883,"type":"question","name":"Needing some help with my current smartsheet project","excerpt":"So I'm coming across some issues with my workflows and functions with my current sheet, and I'm hoping somebody could help me out because I'm stumped. There are boxes I have set up on children rows that get checked manually to confirm a certain portion of the Main Task is complete. I'm currently in search of a way I can…","categoryID":322,"dateInserted":"2023-06-26T13:40:29+00:00","dateUpdated":null,"dateLastComment":"2023-06-26T16:35:15+00:00","insertUserID":162756,"insertUser":{"userID":162756,"name":"SarahI","title":"Sarah","url":"https:\/\/community.smartsheet.com\/profile\/SarahI","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-26T17:07:56+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":162756,"lastUser":{"userID":162756,"name":"SarahI","title":"Sarah","url":"https:\/\/community.smartsheet.com\/profile\/SarahI","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-26T17:07:56+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":7,"countViews":38,"score":null,"hot":3375588344,"url":"https:\/\/community.smartsheet.com\/discussion\/106883\/needing-some-help-with-my-current-smartsheet-project","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106883\/needing-some-help-with-my-current-smartsheet-project","format":"Rich","lastPost":{"discussionID":106883,"commentID":382348,"name":"Re: Needing some help with my current smartsheet project","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/382348#Comment_382348","dateInserted":"2023-06-26T16:35:15+00:00","insertUserID":162756,"insertUser":{"userID":162756,"name":"SarahI","title":"Sarah","url":"https:\/\/community.smartsheet.com\/profile\/SarahI","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-26T17:07:56+00:00","banned":0,"punished":0,"private":false,"label":"✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-26T15:51:35+00:00","dateAnswered":"2023-06-26T15:23:39+00:00","acceptedAnswers":[{"commentID":382304,"body":"

@SarahI<\/a> Yes you can do that just use CHILDREN([COLUMN NAME])<\/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":[]}],"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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