Validation on Dates and or other data

Hello,

We are trying to create a vehicle reservation form, we currently have 3 vehicles.

Objective:

A user submits a form to reserve one of the three vehicles. They select a date range. Click on all day or duration if it's half day.

The administrator of the vehicles will then get the request and determine what's available. The admin would then select one of the three vehicles to reserve it for that user.


Issue:

(in testing phase) when the first user submits the form and selects, all day and date range, the calendar that was created in the dashboard populates the name and the date range w/out an admin selecting which vehicle, when a second colleague selects the same date the calendar auto populates the name and the date again, w/out the admin selecting the vehicle.


Any help would be appreciated :)

Answers

  • Kyle Walker
    Kyle Walker ✭✭✭

    what if the form submitted to one sheet and an automation would move or copy it to the sheet with the calendar after the additional information is added?

  • Hi@Kyle WalkerI am not sure I understand, sorry. Can you elaborate please. thanks.

  • Kyle Walker
    Kyle Walker ✭✭✭

    You are concerned that the requests are showing up in the calendar before approval is complete, if I understand correctly. You could have the calendar tied to one sheet and the form tied to a separate sheet. When users submit their request through the form it would show up on the sheet tied to it but not automatically pop up on the calendar. Then you could do what ever process you need to do to confirm availability and select a vehicle and then an automation could be setup that when vehicle is assigned, the system copies that row to the sheet tied to the calendar and it becomes visible.

  • @Kyle Walkerso how do you not allow it to automatically pop up on the calendar? (sorry noob here :) )

  • Kyle Walker
    Kyle Walker ✭✭✭

    The calendar is really just a view of the information on the sheet, therefore when they add a request and you are outputting that sheet as a calendar those new rows are added as new calendar items. That’s why I suggested the superset sheet tied to the calendar.

  • @Kyle Walkersorry we've been trying, but no success. We have one dashboard that has the calendar. Then one form that has one sheet and we have another sheet. When the form gets submitted it goes to our "requests" sheet than we have connected that sheet to our "approval" sheet. What do we do from there? (or is this whole thing just wrong)

  • I think we got it working, but now the question is when the duration dates are sent over to the approval report the calendar gets updated and it appears that it likes only date field and nothing else. Thoughts?

  • Kyle Walker
    Kyle Walker ✭✭✭

    When you created the approved sheet are the columns formatted correctly? Date fields will need to be set as such in order for the calendar to recognize them.

  • Yes, the calendar does recognize it, but we don't want the calendar to update automatically. Until we tell it to. We don't want the user to think they have been approved for a vehicle if the calendar displays their name right away.

I believe for Smartsheet its 400<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","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":527,"urlcode":"columns","name":"columns"}]},{"discussionID":110564,"type":"question","name":"How to add myself back in to a user group?","excerpt":"As the Owner\/Creator of a User Group, my User ID is automatically included as a member in the group when I create it. This inclusion makes it easy to troubleshoot problems with Smartsheet applications created by other people in the District who use my User Groups to grant access to their app. I deleted myself in several…","snippet":"As the Owner\/Creator of a User Group, my User ID is automatically included as a member in the group when I create it. This inclusion makes it easy to troubleshoot problems with…","categoryID":321,"dateInserted":"2023-09-21T13:42:09+00:00","dateUpdated":null,"dateLastComment":"2023-09-22T17:48:38+00:00","insertUserID":28576,"insertUser":{"userID":28576,"name":"Richard D. Vogt","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Richard%20D.%20Vogt","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!u4jd90hPoxQ!ZMldmeRwbTo!YVApGapTWqc","dateLastActive":"2023-09-22T17:57:41+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭"},"updateUserID":null,"lastUserID":120447,"lastUser":{"userID":120447,"name":"Ryan Kramer","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Ryan%20Kramer","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-09-24T14:46:31+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":4,"countViews":43,"score":null,"hot":3390711047,"url":"https:\/\/community.smartsheet.com\/discussion\/110564\/how-to-add-myself-back-in-to-a-user-group","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/110564\/how-to-add-myself-back-in-to-a-user-group","format":"Rich","tagIDs":[442,549],"lastPost":{"discussionID":110564,"commentID":396634,"name":"Re: How to add myself back in to a user group?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/396634#Comment_396634","dateInserted":"2023-09-22T17:48:38+00:00","insertUserID":120447,"insertUser":{"userID":120447,"name":"Ryan Kramer","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Ryan%20Kramer","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-09-24T14:46:31+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":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-09-22T17:16:46+00:00","dateAnswered":"2023-09-21T15:52:33+00:00","acceptedAnswers":[{"commentID":396478,"body":"

If you are an Admin, I believe you can do this via the APIs.<\/p>

First, do a list of all of the groups, find the groups and their IDs, and then create a request to add your user to the respective group.<\/p>

Ryan<\/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":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","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":442,"urlcode":"groups-and-group-management","name":"Groups and Group Management"},{"tagID":549,"urlcode":"account-and-user-management","name":"Account and User Management"}]},{"discussionID":110515,"type":"question","name":"How do I add text to a formula","excerpt":"My current formula below works, and returns the value, 25%. But I want to add specific text to the value returned. So it should read, 25% - Milestone 1, or Milestone 1 - 25% =INDEX({Milestone 1 - Preliminary Design Range 1}, MATCH([Activity ID]@row, {Milestone 1 - Preliminary Design Range 2}, 0)) Thanks.","snippet":"My current formula below works, and returns the value, 25%. But I want to add specific text to the value returned. So it should read, 25% - Milestone 1, or Milestone 1 - 25%…","categoryID":321,"dateInserted":"2023-09-20T16:52:32+00:00","dateUpdated":null,"dateLastComment":"2023-09-20T17:33:32+00:00","insertUserID":159073,"insertUser":{"userID":159073,"name":"SJTA","url":"https:\/\/community.smartsheet.com\/profile\/SJTA","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-09-25T22:02:33+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":159073,"lastUser":{"userID":159073,"name":"SJTA","url":"https:\/\/community.smartsheet.com\/profile\/SJTA","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-09-25T22:02:33+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":51,"score":null,"hot":3390461164,"url":"https:\/\/community.smartsheet.com\/discussion\/110515\/how-do-i-add-text-to-a-formula","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/110515\/how-do-i-add-text-to-a-formula","format":"Rich","tagIDs":[219,254],"lastPost":{"discussionID":110515,"commentID":396248,"name":"Re: How do I add text to a formula","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/396248#Comment_396248","dateInserted":"2023-09-20T17:33:32+00:00","insertUserID":159073,"insertUser":{"userID":159073,"name":"SJTA","url":"https:\/\/community.smartsheet.com\/profile\/SJTA","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-09-25T22:02:33+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":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-09-20T17:32:18+00:00","dateAnswered":"2023-09-20T17:27:12+00:00","acceptedAnswers":[{"commentID":396247,"body":"

Just add the text you want in quotes, than a plus sign, than the formula text.<\/p>

=\"Milestone 1 - \" + INDEX({Milestone 1 - Preliminary Design Range 1}, MATCH([Activity ID]@row, {Milestone 1 - Preliminary Design Range 2}, 0)) <\/p>

Or...<\/p>

=INDEX({Milestone 1 - Preliminary Design Range 1}, MATCH([Activity ID]@row, {Milestone 1 - Preliminary Design Range 2}, 0)) + \" - Milestone 1\"<\/p>

You can see an explanation of a similar use case in this video https:\/\/youtu.be\/g9eap8EjFTI?t=272<\/a><\/p>

Dan Palenchar | <\/strong>School of Sheets Solutions Consulting<\/a> (Smartsheet Aligned Gold Partner)<\/p>

Smartsheet Consulting Inquiries: schoolofsheets.com\/workwithus<\/a><\/p>

Smartsheet Tutorial Videos: schoolofsheets.com\/youtube<\/a><\/p>

\n
\n \n \"Email<\/img><\/a>\n <\/div>\n<\/div>\n


<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","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":219,"urlcode":"sheets","name":"Sheets"},{"tagID":254,"urlcode":"formulas","name":"Formulas"}]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&categoryID=321&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":5101,"limit":3},"title":"Trending in Smartsheet Basics","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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