The client’s company is attempting to utilize a Google Sheet across 4 departments. Filter Views is almost a perfect solution for the in-office staff, but without the ability to hide/shrink columns many users are disappointed in the experience. PCR’s don’t have access to Filter views due to their mobile access. They wanted to hire us to write a Google Apps Script that solves the issues or develop a workaround solution that gives them the same result.
“Planner” sheet - 5,000 rows and approximately 60 columns “Nate" enters data in 27 columns and is the only person allowed to enter new rows. He views all columns and has control of column width/hiding and the column freeze line. Everyone else uses Filter Views of “Planner” to sort their data. “Intake” enters data in 9 columns via a filtered view for each team member. They view all other columns. "Intake” would like to hide/shrink the columns they don’t want and position the freeze line anywhere. “Operations” enters data in or controls 10 columns via a filtered view. “Operations" views all other columns. “Operations” would like to hide/shrink the columns they don’t want and position the freeze line anywhere. “Callbacks” enters data in 3 columns via a filtered view “Callbacks” view all other columns “Callbacks” would like to hide/shrink the columns they don’t want and position the freeze line anywhere. “PCR’s” enter data from a mobile device (iPad) in 8 columns. “PCR’s” view a small subset of the other columns. “PCR’s” use an iPhone to access the sheet and have difficulty keeping track of the row/column due to the small view.
They wanted to hire us for:
- Solving the above-mentioned multi-user GoogleSheets issues by writing a “Filter Views for columns app” or setting up synchronization between each of the 5 departments sheets.
- Developing a form or custom view so that the mobile users can access and enter data with ease.
- Eliminating the issue they are having with Filter Views regarding the Range/green line/olive row. Anything entered below the line is not sorted and Filter Views do not access the entire new area after new rows have been added.
Our Prior Experience
We have created a script to read the values provided in the worksheet and make calculations to get estimation and cost of construction. It fetches the headings for each customer present in the worksheet and generates a separate worksheet for each customer with estimates.
Another script scans a draft document and if any paragraphs found without a body then the script searches a reference document and copies the corresponding paragraph body from the reference document to the draft document.
We would develop a form for mobile users to enter data and resolve the data filtering issue the client is facing.