Work Flow and Automation help

AXP

I am attempting to set up a workflow sheet between operations, sales, and owner.

The idea would be to have master sheet where information is fed to it through multiple sources. Once the master sheet has all of the data needed it would then feed to sales and the owners to give them a snapshot of their work.

Is it possible to create a master where multiple people can work on separate sheets to feed data and keep from multiple hands touching one sheet at the same time.

Is it possible to create an automation that will update rows rather than copy?

Lastly is there way to automate this to update rather than having to manually prompt it to run?

Any help would be great and I'll keep combing through here as well.

Thank you!

Andrée Starå

https://community.smartsheet.com/discussion/108912/work-flow-and-automation-help

Hi,

I hope you're well and safe!

Have you explored using Reports?

Would that work/help?

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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AXP

I will check them out. Thank you!

Andrée Starå

https://community.smartsheet.com/discussion/comment/390488#Comment_390488

Excellent!

Happy to help!

✅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!