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Amber1023
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Forms Moving file location of document uploaded and connecting workbooks to sync responses
I have a Microsoft form i made to enter all of our vehicle maintenance and parts into to track it by vehicle as we have 11 vehicles. I Have a upload button on the bottom of form so I can upload from our Dropbox to save all the receipts/invoices/photos of parts to with each entry on the spreadsheet. I need to adjust some of my folders (sub folder) where the files live on Dropbox. will doing this break the uploaded document or will it still be able to be viewed from the excel spreadsheet that is downloaded from Microsoft forms Second Question: I need to auto populate the form responses from the workbook it syncs to that saves on our SharePoint through our office 365 subscription and have it linked to the Vehicle Tracking Workbook that lives in Dropbox in our vehicle file so when the workbook is opened on Dropbox the form responses added in via Microsoft form copies the new entries to the historical page on the Dropbox version. How can i easily sync the two workbooks togetherAdjusting of questions in form & connecting responses to another workbook to sync answers
If i needed to adjust the questions in my form how will the previous answers be affected? I need to rearrange some of the questions in my form (for vehicle maintenance) if i move the location of the answer will it affect any previous answers? I also need to sync the workbook that the form responses go to on share point to our vehicle maintenance excel spreadsheet saved on Dropbox to a historical sheet. How can I connect the forms so when new responses are submitted, they will auto populate a copy of the response to our Dropbox excel workbook on the correct worksheet?call log tracker for sales calls and contacts
I need to create a sales call log tracker that would have various categories such as Landfills, Water treatment plant, Waste Management facilities, Plazas, Labpack businesses, industrial parks, & a few others) I need to keep track of facility name, facility owner, owner/operator name of facility, address, county, contact name, contact phone number, contact email, date called, CICS employee name, notes, services interested in, services needed, follow up needed,action items, status Ideally we want to have a Master Customer Contact list that will keep track of all our customers and previous jobs but also keep track of potential customers that we have spoken to with notes for future references. Currently I have a workbook with various sheets that has a sheet for the various categories (Plaza list of contacts, Solid waste management contacts, Landfill contacts, etc) 3 people are making calls off these lists so we need to track who was spoken to and outcome and what needs to be done. How can this be set up easily to add data to while calling etc I attached a drop box link to the sample work book i have currently that needs to be fixed https://www.dropbox.com/scl/fi/7dnn8hybwicla5c68a4fi/AN-samplle-sales-calls-tracker.xlsx?rlkey=1ll4ahjn4pjg84f75dhslq4q8&st=wdc2hqoc&dl=01.3KViews0likes1CommentRe: create a master template with insrtable sections with prefilled lists to select to create docs easy
I’m well aware that things are being Wrong my job is to find the solution and create it except for I don’t know about all these different features and I’m usually a Google user Just the best way to lay this out and set it up so it doesn’t screw up all the formatting and change the sizing of everything to expense extends across six pages versus the two we’re trying to keep it on1.1KViews0likes1CommentRe: create a master template with insrtable sections with prefilled lists to select to create docs easy
thankyou for your reply. The problem with saving it all and then deleting is it reformats the structure of the sections. Based on the template my boss currently uses the various sections are added using a text box and they auto adjust their size and sometimes stretch across multiple pages then we need to try to adjust the sizing to fit with the other text boxes and then one box ends up getting deleted it takes forever to format it to the right sizes to ideally keep it on 2 pages. having all the various info on 1 document that can be deleted would have way too much to delete1.1KViews0likes3Commentscreate a master template with insrtable sections with prefilled lists to select to create docs easy
I need to create a word template for a fillable document with pre-outlined sections and structure for quick document creation for each job we do. The document is a JSA (Job Safety Analysis and set up) the outline of the document will have the following sections Required Tools and supplies for jobsite" then have a list of some sort of any and all tools and supplies we have and use so you can pick the items needed for this specific job and it stays structured on the document every time.. example : (5 gal drums, screw driver, shop vac, hammer, etc) so the next section would be PPE Required training required (list of various trainings needed for specific job site example : Confined Space entry, LOTO, Fork Lidt, Respiratory,) engineering controls (supervisor tasks, to dos, processes et job site hazards clickable hazards for the following categories with all relevent info for the main hazards and then ability to add new custom hazards -chemical hazards (potential hazard, task/steps to do to avoid, consequences of hazard) -safety hazards (potential hazard, task/steps to do to avoid, consequences of hazard) enviromental hazards (potential hazard, task/steps to do to avoid, consequences of hazard) Before and end of job tasks finally it would be saved and renamed and printed for our employees to check off any sections that require checkboxes such as supplies needed then can fill in anything on document during job and be turned in to office once complete. How can I achieve creating this template and what controls/fields/document properties / form controls etc are required and how to i do it ? Attached is a sample JSA for reference1.5KViews0likes11CommentsRe: simple way to create a supplies ordered / inventory SS that is broken down into mini categories
SnowMan55 thankyou your info sheet is very helpful. I wrote in some questions etc back on the info sheet and added a couple comments on the others. I have a very good idea of concept as a whole... any chance you could do a video or call with me so i can verify i fully understand? it would make living a whole lot less stressed to finally fix our spreadsheets and get the data into them without guessing. Thankyou SO MUCH attached is the link to the SS. Idk which works the "share" via drop box https://www.dropbox.com/scl/fi/irs9lt4kjflwm6nb3iulm/2024-05-02-AN-inventory-sample-with-questions-back-on-info-sheet.xlsx?rlkey=3a7a8zymo1935poikkk0hn7n2&st=9u2e42bx&dl=0 Or the share via excel thats saved on dropbox https://www.dropbox.com/scl/fi/irs9lt4kjflwm6nb3iulm/2024-05-02-AN-inventory-sample-with-questions-back-on-info-sheet.xlsx?rlkey=3a7a8zymo1935poikkk0hn7n2&st=ux9pbhuz&dl=0 (Same doc saved in same place)8.2KViews0likes3Commentssimple way to create a supplies ordered / inventory SS that is broken down into mini categories
I need to track everything our company purchases in a lot of various categories such as Safety Gear and Supplies (PPE, Apparel, Vehicle Parts and Vehicle Maintenance supplies, Tools, Apparel and promo items, Misc small items, Office supplies, Office tech equipment, Shop tools, Shop Equipment, tools, chemical products, hoses, jetters, nozzles, cameras etc, Job site equipment and supplies (totes, tools, sorbents, etc) I need to make a inventory count sheet that has the items we purchase and links of where we purchase them for easy reordering and include the previous order dates and quantity's so when we do the next count, we have a running list of what we should have in stock and used and use a blank sheet of the categories when we do the counts. I was thinking of Breaking it down into Categories, with subcategories or possibly making a table for each various item and then have a master full list that can be printed and wrote on for inventory counts. I just tried adding a dropdown list in to see if that's the best way but don't want to make it more complex than needed and im horrible at setting the structure up. what is my best solution and how do i set it up?Solved8.7KViews0likes6Commentshow can ai help my business?
looking for project/business management AI Solutions and AI Document creation to free up office time from needing to manually retype info received on documents to the correct spreadsheet. Automation tips are helpful as well Questions include: what types of documents can i create and what are the search terms? i am looking for ways to use AI, IDP, NLD, ML to scan invoices and have it extract data to excel spreadsheets for our vehicles to track parts purchased and other inventory purchases. document creation for; SOP, Quotes, JSA, end of job summary reports with video integrations with spreadsheets or linking, spreadsheet creation from documents, Inventory, Assets, "how To's", HR, etc (we are a small business but have excessive reporting) also looking for an AI solution for phone calls to record calls, keep records, dictation, text and email saving, and auto contact creation for the team with tagging for types of business or types of service (ex: heavy vehicles, PPE Supplies, Customer, HR, Tech) what are my solutions? best ways to go about simplifying for a small business with the easiest simplest set up possible?Re: help with formulas for connecting 2 workbooks & connecting the sheets within it to sync new entries
isnt there just a way to link to workbooks together when one is updated the new updates post to the other workbook sheet? or do I have to do it by coluns/row for new reponses? i just want a copy that dosent get edited in case something goes wrong I still have the origonal input responses1.9KViews0likes2Commentsautopopulate help & quick importing orders to a supply order / vehicle SS for company.
I need to keep track of all PPE equiptment supplies orders, office supplies orders, parts & maintenance for company vehicles (we have 8+) and track those by vehicle. We use dropbox for our business which we have folders customers, vendors, supplies, & Permits ( Examples: DOT, EPA, DMV etc ) my boss wants me to have spreadshets for everything such as vehicle maintenance spreadsheet for each vehicle and track costs, dates done, parts purchased etc (we also need maintenance records for DOT) then other spreadsheets for supplies and equipment orders, & for training & compliance (OSHA, Med exams, CDL licenses) (these we would like to have highlight and notify us when due or change highlight color when becoming due) that include part #, (vehicle # if for vehicle, or camera equip) nozzles, Jetter equipment, office supplies etc. we want to make reordering easy so it would be nice to keep receipts attached to entries on sheets for one click to find product/receipt etc.) or printable reports for audits / end of year summaries/ or by job / vehicle for certain workbooks or sheets. what is the simplest way to do these various work books/tasks ? Do i add links from receipts scanned to drop box into certain cells on each sheet? power query from online order receipts or websites? types of tables or modules? I have basic excel knowledge but I know there are easier ways then manually typing all the info in and setting up automations (eventually) I also need to find out how to auto populate from one workbook saved in one drive from a *Microsoft form response excel spread sheet to another workbook saved on Dropbox that when new responses are receive don the form it already auto sends it to the workbook on on OneDrive(through Microsoft form) but I need it then auto populate new responses to the workbook and correct sheet in workbook saved on the "master" excel workbook saved on Dropbox. any help on these would be EXTREMLY helpful. i attached copies of the origonal files saved on desktop that can be edited1.7KViews0likes1Commentlink/connect sheets from diff work books to sync data live
I have a microsoft form that updates to an excel workbook sheet then i need to have sync to a MASTER sheet that has previous notes from (before i started the form) and need to have formulas/macros/vba/power query i have no clue what in place to keep them updated simultaniously till the formulas and code are in place due to it being edited daily i need the excel microsoft forms responses(has to be saved on dropbox to update live) to then sync to a shared excel workbook saved in dropbox (or a master protected copy first thats not shared, then shared from the master to the editable full 2023 data etc) *I need the master bc this has gotten screwed up before/ data loss/ etc i have to have a protected copy that can receive new rows that get added from the form or you need a password to change it and then have the master share it to a Working field notes sheet in same workbook or a seperate workbook I need this done immeditely and have 0 forumulas and functions knowledge it must expand in every sheet with formulas expanding HOW DO I DO THIS? or MINIMALLY link the form response sheets to the working field notes sheet in a seperate note book so that the formula expands as lines are added. I NEED THIS PART BEFORE END OF BUSINESS TODAY I ALSO need to ensure conflicted copies wont be created when diff people open work book etc (Can i make it so only 1 person can be on the working field notes at a time? *this is why the protected master is the most important!) puuhhlease help me!Can someone please help me review multiple conflicting copies that I have of a spreadsheet?
One document will let me compare it another won’t, but I need to find the changes from this document and another two then add any of the changes to one and fix it so it’s not a conflicting copy. Somehow everything got screwed up yesterday and it saved in multiple places between OneDrive and Dropbox and my computer and every version of it got changed and now I have a conflict in copies of conflicted copies im trying to use an online comparison and it doesn’t seem to be working either866Views0likes1Commenthelp with formulas for connecting 2 workbooks & connecting the sheets within it to sync new entries
i need help "linking" or connecting a sheet in 1 work book to 1 in another workbook the first workbook is a excel sheet of microsoft forms responses with the exact same column headings as the form on my workbook i need it connected to. I need it to auto sync the new rows from the microsoft forms excel workbook to a 2023 field notes sheet then i have a few other sheets one of each area. So i would also like to make the columns that sync from the microsoft form response sheet to go to the correct sheet for each area i dont know if i should power query? VLOOK up? or set it up with Microsoft power automate I have 0 knowledge of using these features and have extremely basic formula and function knowledge. But i need this done ASAP. Please help tell me what to do & what formula to put in on each sheet or I can share it to you its easier to help put them in for me2.2KViews0likes5Commentspower query with power automate to excel sheet
what is the best way to take 1 workbook that has multiple sheets of different land fill areas and link them all to a master sheet whereas new lines are added, and data is input it will automatically also add it to the working master copy. The data that will be input ideally would be coming from a Microsoft form that was created with the same questions as the column headings so the data will go into the correct spot on the sheet and then auto update to the master copy. Ive tried linking my form but was not successful.multi Vehicle maintenance log record
i need to make a vehicle maintenance log that will have 7 different vehicles, track all the oil changes, inspections, registrations that will notify us when something is expiring, and be able to attach receipts and documents to it. what is the best way to do this?17KViews0likes2CommentsRe: help auto sum and total sum on expanding sheet & create historical table + master and working copy
the subtotals would be for each area of the location EX: SELF is one area then theres SELF AREA 2, SELF area 3, SELF bumpout then we have WEX as location then WEX, WEX stage 3, stafe 4, stage 5, stage 6 so i would need subtotal for all of those then a grand total of WEX, and so on for each area i would need to be able to do the sums for the duration of the job so we can send it to them weekly as its appx a 6 month job throughtout the year then2KViews0likes0Comments
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