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How To Use ChatGPT To Make A Google Sheet Multi User Data Entry Form

AIC Certified Accountants 23,351 3 months ago
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Download All Project Files Here ? https://drive.google.com/drive/folders/1SPbqRFsiARzpxwkk4wK4NnAlNRvhOfRm?usp=sharing Link to Google Sheet: ? https://docs.google.com/spreadsheets/d/18cmZEM4J5jbsOpqi8Iq1tByiyvG-cS8UGG6surafHgo/edit?usp=sharing In this tutorial, we will learn how to use @OpenAI ChatGPT to make an automated, multi user data entry form in Google Sheets. First of all we will design our data entry form in Google Sheet. Then we will discuss how to write effective ChatGPT prompts. After this we will execute our prompts in ChatGPT. And finally, we will implement and test the Google Apps Script codes provided by ChatGPT on our data entry form. This is an advanced level project in which we will build a complete data entry sytem. For example; - One user will fill the form and submit the entry for approval. - Then another user with authorization rights will approve or reject the entry. - We will also create other important features in our data entry system such as Edit and Update Records, Change Entry Status, Reverse the Entry and auto-revert changes to the output sheet. - Finally, the user would be able to generate and download a PDF report based on the start and end date. #googlesheets #googlesheetstutorial #chatgpt Chapters: 0:00 - Intro and Demo 2:11 - Designing Data Entry Form 12:08 - ChatGPT Prompt Important Points 15:59 - Submit, Search and Clear Functions 23:33 - Update Records 25:10 - Approve Function 26:44 - Reject Function 27:50 - Multi User Functions [Approval Limitations] 33:15 - Multi User Functions [Reject Limitations] 34:28 - Multi User Functions [Update Limitations] 35:53 - Multi User Functions [Submit Limitations] 37:54 - Multi User Functions [Change Status] 40:36 - Multi User Functions [Reverse] 42:01 - Generate PDF Report 45:50 - Auto Revert Direct Changes 46:56 - Conclusion ChatGPT Prompt Used In This Tutorial [Excerpt - Find Full Prompts Inside Google Drive Shared Above] I am preparing a cash book in which one user [ASSISTANT] should enter the data and submit for approval. And another user [MANAGER] should approve or reject the transactions based on defined conditions. I am a principal user [MANAGER] and I have created a google sheet Named “Cash Book”. Inside the google sheet named “Cash Book”, I have 3 tabs; “Chart of Accounts” “Form” “Ledger” Here is the detailed data structure. (i) On the “Form” tab, I have the following [INPUT FIELDS]. You need to declare and store these [INPUT FIELDS] as variables because we will use them throughout this project. “Date” = Cell D6 “Entity Name” = Cell G6 “Trx Type” = Cell D8 “Enity Type” = Cell G8 “Debit Acc Name” = Cell D10 “Credit Acc Name” = Cell G10 “Debit Acc Code” = Cell D12 “Credit Acc Code” = Cell G12 “Debit Acc Type” = Cell D14 “Credit Acc Type” = Cell G14 “Debit Amount” = Cell D16 “Credit Amount” = Cell G16 “Description” = Cell D18 (ii) On the “Ledger” tab, I have created a table named “cashledger”. FUNCTION = “submitforapproval” Create a function named “submitforapproval” that captures data from “Form” tab and save that data on “Ledger” tab inside the “cashledger” table. Here are the steps and conditions; TRIGGER = User CLICKS {SUBMIT FOR APPROVAL} BUTTON; Call “validateform” function. Call “generatetrxid” function, generate a unique “Trx ID” and insert on the “cashledger” table column named “Trx ID”. Make sure each “Trx ID” is unique and must not be repeated in “Trx ID” column of “Ledger” tab. Get value of “Date” from “Form” tab and save on “cashledger” table column named “Date”. Get value of “Entity Name” from “Form” tab and save on “cashledger” table column named “Entity Name”. Get value of “Trx Type” from “Form” tab and save on “cashledger” table column named “Trx Type”. Get value of “Entity Type” from “Form” tab and save on “cashledger” table column named “Entity Type”. Get value of “Description” from “Form” tab and save on “cashledger” table column named “Description”. IF “Trx Type” = “Receipt” THEN; Get value of “Debit Amount” from “Form” tab and save on “cashledger” table column named “Debit Amount”. BUT IF “Trx Type” = “Payment” THEN; Get value of “Credit Amount” from “Form” tab and save on “cashledger” table column named “Credit Amount”. Get value of “Debit Acc Name” from “Form” tab and save on “cashledger” table column named “Debit Acc Name”. Get value of “Credit Acc Name” from “Form” tab and save on “cashledger” table column named “Credit Acc Name”. On “Ledger” tab inside “cashledger” table column named “Status”, insert “Pending Approval” and turn the cell color to yellow. Call “timestamp” function and insert “Time Stamp” value on “cashledger” table column named “Time Stamp”. Give notification = submitted for approval. Call “clearform” function !IMPORTANT! For each new / subsequent entry, check the last filled row on “Ledger” tab inside “cashledger” table and save new entry on next available empty row. Write a fully Working Google Apps Script Code For this Scenario.

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