Hello all!
This is kind of a general, over-arching question about how to do something between various views/spreadsheets.
In our Main Client List, we have a Column called [Trellis Completed?] where people could mark off when they completed a trellis at each clientโs house.
Then I created a view which was a map of all the trellises that had yet to be completed, so that we can see where the work needs to be done, and do jobs that are close together.
Only clients that had submitted their contracts/deposits would show up on the list, since I added a filter.
And once the client was marked as complete, they would also disappear off the list.
This year, we need to record the amount of time and materials that we spend constructing each trellis at each clientโs house.
And I am trying to find ways to simplify what the crew has to input.
I would like to use the same map, etc., but I donโt want our workers to have to fill out a timesheet for completing the trellis, but then also have to check off that the trellis is complete in a different view.
My brain is just having difficulty thinking about how to do this in a single action.
I need the map to show trellises of clients who have turned in contracts) based on the Master Client List since this is where the information is recorded, but then I need it to be marked complete and disappear from the map based on a separate spreadsheet compiled by the Trellis Timesheet forms.
Your help is greatly appreciated! Thank you so much, Miranda
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