How can I view all comments from a curated group of rows?
Here is my scenario: the regulatory staff on my team are transitioning to a smartsheet-based tracker to keep track of all regulatory tasks related to a clinical trial.
Each task (initial applications, protocol amendments, personnel changes, continuing reviews, etc) has its own row. In other words, one trial may have 10 to 100 different regulatory tasks / rows represented.
If there are 25 comments over 25 different rows that are associated with the same trial - is there a way that I can curate all of those comments into a report?
Thanks for any ideas.
Meredith
Meredith Rhodes, PhD
ClinicalTrials.gov Specialist
UW School of Medicine & Public Health
UW Clinical Trials Institute
mkrhodes@clinicaltrials.wisc.edu
Answers
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You would need to have a column on the source sheet that has the trial on every row. Then you can create a row report to pull in rows where trial is "XYZ", and the comments should be there in the report.
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I can certainly filter out the rows for one study - but is there a way to read all of the comments without clicking through every conversation? I would like to see them all as text fields in a cell - not just the latest comments.
Meredith Rhodes, PhD
ClinicalTrials.gov Specialist
UW School of Medicine & Public Health
UW Clinical Trials Institute
mkrhodes@clinicaltrials.wisc.edu
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You would need to leverage the API, the premium add-on Bridge, or some other similar third party app such as Zapier to get the comments to populate the sheet.
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I have made a latest comment column - it's not perfect - but it'll probably show most of the comments in text form on the report...
Meredith Rhodes, PhD
ClinicalTrials.gov Specialist
UW School of Medicine & Public Health
UW Clinical Trials Institute
mkrhodes@clinicaltrials.wisc.edu
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I hope you're well and safe!
To add to Paul's excellent advice/answer.
You could use the Latest Column feature, and as long you have a trial id or similar, you could combine it with a so-called helper sheet and a Workflow that would copy each comment to that sheet, and then you can either collect them back to the main sheet or use a report to show them grouped by trial.
Make sense?
Would that work/help?
I hope that helps!
Be safe, and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Thanks Andree!
Yes - I think I get what you're saying - to capture each latest comment and move it over to another sheet for an archive of comments. Can I trigger this workflow when a new comment is added?
Meredith Rhodes, PhD
ClinicalTrials.gov Specialist
UW School of Medicine & Public Health
UW Clinical Trials Institute
mkrhodes@clinicaltrials.wisc.edu
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@Meredith Rhodes You would set it to trigger whenever the Latest Comment column changes.
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Thank you @Paul Newcome and @Andrée Starå - this is very helpful.
Meredith Rhodes, PhD
ClinicalTrials.gov Specialist
UW School of Medicine & Public Health
UW Clinical Trials Institute
mkrhodes@clinicaltrials.wisc.edu
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Excellent!
Happy to help!
Yes, you'd set the trigger to be when the latest column changes.
Something like this.
✅Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up/Awesome or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Happy to help. 👍️
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