Ability to add a button or code a cell so that it can open up one of the forms you have in your workspace. For instance, on the quote template if you had a related sheet called “Customer” with an associated form to add a new customer. Then on your quote sheet, you could place a button to add a new customer. The button or URL would be the URL as defined for the form that you have created.
Glenn, welcome to the forum!
This is an important topic as it touches many upcoming features and direction of the platform.
- Buttons - Yes we plan to introduce Buttons in the product. People have already asked for it. Current thinking is that Buttons could be Sheet Level and Row Level.
An example of a Sheet Level button is a ‘New Ticket’ button which pops up a Form Dialog to create a new Row in a ‘Helpdesk Tickets’ Sheet.
An example of a Row Level button is a ‘Approve’ button which pops up a Form Dialog to approve a Leave Application and then kick off a business workflow (Automation) with mails being sent, records being updated in other HR/Finance systems etc.
Note that Buttons need not all open Form Dialogs, but some could just be kicking off Automations in the cloud.
Though I cannot comment on the timeline now, Buttons feature will follow - not sure how immediately though - the rollout of our much anticipated Automations feature-set.
- ‘New Customer’ Button - We are weeks away from releasing Inline editing of ‘Related Row’ type cells - and with type-ahead completion. So you would be able to type and see matching existing Customers in a dropdown and choose from them OR create a new one from the cell itself.
This is a UX pattern we see in a lot of CRM/ERP style applications.
Ability to Specify a Form Dialog - Ability to Specify a particular Form View to appear on click of a Button is something we are considering supporting as well. So that one could use a particular Form Dialog for New and another one for Update/Modify etc.
Invoice → Customer Relationship.
Finally, the example that you gave is an Invoice → Customer relationship. This is a feature / function that is still on the anvil. This is a Relationship type that is different from the currently supported Sheet-level Related Row relationship. Instead of each Row in this Sheet being related to one or more Rows of another Sheet, a Cell or a Range of Cells in this Sheet is Linked to one/more Rows in another Sheet.
When you fill in a Customer in an Invoice, you would expect other Customer details to be filled in automatically.
To do this, one would create an Invoice template the following way.
First Link a Cell with the Customer Sheet.
Then declare that cell as a Named Variable/Range - say Customer.
Then configure other cells ( such as Customer Name, Street Address etc. ) to look up the Customer’s columns using a Object Oriented formula syntax.
I’m using a screenshot of a Vertex42 spreadsheet template to provide this example.
Again, this is in our roadmap - but cannot provide guidance on the ETA at this point.
- Finally - Running invoicing in Spreadsheet.com.
To run a viable invoicing system, you would need the ability to
- Create or customize invoice templates as described above
- Mail the completed invoices as attachments and with payment instructions to customers
- Convert estimates to invoices.
- Ability to void erroneous invoices.
- A Master Sheet where you can view / sort / filter / create / update all your Invoices / Estimates
- This would be a special kind of Sheet which ‘contains’ and list a list of child Template Instances ( Invoices / Estimates )
- Update invoices - Mark as paid , part paid etc.
- Dashboarding and reporting around your outstanding, paid, monthly trends etc.
- I’m sure a few other things that I’m missing.
So these are all things that are in our roadmap - some are fuzzy; on some we have a lot more clarity. Most are medium (months) to long term (more months) roadmap items.
And clearly, we will build these blocks on top of the platform with feedback from customers.
I think the theme here is that as we race to complete the foundation of a solid spreadsheet experience, we are also putting in place elements of a Low Code platform that people can use to build bespoke business applications (Invoicing, CRM, ERP, HR etc.) from rich Templates, Template-sets or from scratch.