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Creating a customer Work Order form.

Rob Brown
Rob Brown ✭✭✭
edited 12/09/19 inArchived 2016 Posts

Good day!

We are looking to change our current system of work orders (creating it manually on a hard copy) to doing it via Smartsheet. There doesn't appear to be a template already in existence. Has anyone ever created one?
One of our primary concerns is how do we get a customer to authorize the work?

Thanks

Rob

Comments

This discussion has been closed.
Hi @cghallo_UCDenver<\/a> <\/p>

Try this:<\/p>

=IF(AND(<\/strong>CONTAINS(\"APP\", [Employment Type]@row), [Employee Status]@row = \"Active\"), <\/strong>JOIN([Dropdown Selection]@row:[Employee Status]@row, \"; \"))<\/p>


<\/p>

Cheers,<\/p>

Genevieve<\/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":107756,"type":"question","name":"What happens when a user account has been deleted?","excerpt":"We do a lot of collaborating on our sheets with contractors outside our organization. What happens when that contractor leaves their employment and their company deletes their account? Does all of the data\/contributions the contractor did on our sheets remain or do they disappear when their user account is deleted?","snippet":"We do a lot of collaborating on our sheets with contractors outside our organization. What happens when that contractor leaves their employment and their company deletes their…","categoryID":321,"dateInserted":"2023-07-18T19:34:35+00:00","dateUpdated":null,"dateLastComment":"2023-07-19T13:05:23+00:00","insertUserID":163633,"insertUser":{"userID":163633,"name":"kris3378","url":"https:\/\/community.smartsheet.com\/profile\/kris3378","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!DblqAxeS1Do!pm9rKXfltXo!DADVTDrI8EO","dateLastActive":"2023-07-19T01:29:26+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":"2023-07-19T14:11:57+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":18,"score":null,"hot":3379482598,"url":"https:\/\/community.smartsheet.com\/discussion\/107756\/what-happens-when-a-user-account-has-been-deleted","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/107756\/what-happens-when-a-user-account-has-been-deleted","format":"Rich","lastPost":{"discussionID":107756,"commentID":385891,"name":"Re: What happens when a user account has been deleted?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/385891#Comment_385891","dateInserted":"2023-07-19T13:05:23+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":"2023-07-19T14:11:57+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":"2023-07-18T23:15:36+00:00","dateAnswered":"2023-07-18T21:07:50+00:00","acceptedAnswers":[{"commentID":385837,"body":"

Everything will remain as is. They just will no longer be able to access.<\/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":[]},{"discussionID":107734,"type":"question","name":"Summarizing result of a formula","excerpt":"Hello, I have a report that groups and summarizes points earned by individuals - well, it's supposed to do so, but the summary of points doesn't work. This appears to be because the points are calculated by a formula - if I just enter numbers, I can get a sum, but if the number are the result of a formula, the sum = 0.…","snippet":"Hello, I have a report that groups and summarizes points earned by individuals - well, it's supposed to do so, but the summary of points doesn't work. This appears to be because…","categoryID":321,"dateInserted":"2023-07-18T14:42:45+00:00","dateUpdated":null,"dateLastComment":"2023-07-19T14:05:42+00:00","insertUserID":149226,"insertUser":{"userID":149226,"name":"Ldonoghue","url":"https:\/\/community.smartsheet.com\/profile\/Ldonoghue","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!!28lBP6L25To!knnAvx7mcjw!0bjLA8JaVC7","dateLastActive":"2023-07-19T14:03:05+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":149226,"lastUser":{"userID":149226,"name":"Ldonoghue","url":"https:\/\/community.smartsheet.com\/profile\/Ldonoghue","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!!28lBP6L25To!knnAvx7mcjw!0bjLA8JaVC7","dateLastActive":"2023-07-19T14:03:05+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":7,"countViews":43,"score":null,"hot":3379471107,"url":"https:\/\/community.smartsheet.com\/discussion\/107734\/summarizing-result-of-a-formula","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/107734\/summarizing-result-of-a-formula","format":"Rich","lastPost":{"discussionID":107734,"commentID":385918,"name":"Re: Summarizing result of a formula","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/385918#Comment_385918","dateInserted":"2023-07-19T14:05:42+00:00","insertUserID":149226,"insertUser":{"userID":149226,"name":"Ldonoghue","url":"https:\/\/community.smartsheet.com\/profile\/Ldonoghue","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!!28lBP6L25To!knnAvx7mcjw!0bjLA8JaVC7","dateLastActive":"2023-07-19T14:03:05+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":"2023-07-19T12:07:36+00:00","dateAnswered":"2023-07-18T15:44:21+00:00","acceptedAnswers":[{"commentID":385758,"body":"

It is fine using a formula as long as the formula is outputting numbers. What formula are you using?<\/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":[]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&siteSectionID=0&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 Posts","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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