Form Selections

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Is there a way to structure forms in SmartSuite where the selections will only be available until a predetermined number of selections have been made?

As an example, for a Volunteer Sign Up form, there will be specific roles that have a minimum and maximum number of slots. Once all the slots have been filled, that role will no longer be visible as a selection.

Is this possible with SmartSuite?

Best reply by Brian Dollen

Hey Paul,
The way I would suggest accomplishing this would be with two things: A filtered Linked Record in the Sign Up(Form) app, and an automation in the Position app.

So for example in the Linked Record's field settings you'd set the filter to only show Positions where Status = Open.

Then in the Position app you'd have a field where you can set the maximum number of slots, and then a Count field that would be a count of all forms submitted for that position. From there you can just have an automation of "When a record matches a condition where Status = Open & Count = Maximum, Update record and set Status = Full.

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