Create an Evaluation Tool

smartsheetwilly

Hi Friends,

I am new to smartsheet, please be aware of that, likely some of my struggles are obsolete but I just have no idea.

Problem Statement:

On global business level, we created a form for employees to forward improvement Ideas to a specific team that will execute them (or not). The form entries are logged in a smartsheet with columns for each data entry in the form. Here a sample screenshot. I call it MASTER

One of the columns, namely SITE, specifies, for which local business an entry is relevant. Lets call my relevant entries mysite.

What I dream of:

I want to evaluate mysite entries based on local business criteria (so I cannot add evaluation criteria to the MASTER file, as this is a global source sheet)

(8 criteria categories, each category has a number value and the sum of all yields a final score).

Ideally I have an evaluation tool/form with mysite MASTER entries ready to be evaluated. In my head that was a CHILD sheet with copied entries from MASTER with extra pre-formatted columns for evaluation criteria and score, but so far no success.

What I tried and where I struggled:

1. Copy row workflow (MASTER sheet to CHILD sheet)

• This resulted in several entries being double. When a change is made in MASTER, the change triggers a new entry in CHILD and not changing the specific cells that changed --> i call it a changelog file and this is not what I wanted. I wanted to see what basically is the MASTER with mysite filter permanent, but as a CHILD sheet to work with
• When I trigger only with new row added, I cannot follow up with changes made in an entry in MASTER
• changes made in CHILD are not added to MASTER

1. Report

• I was successful in creating a report for mysite entries only but I cannot add columns to a report. Thus I cannot create a set of evaluation columns
• I cannot feed the report into a new smartsheet/form that would be the base for my evaluation

If anyone has an idea how to do this, I'd be very happy. I am reaching a brick wall here.

Best

Willy

Paul Newcome

Try the copy (or even a move) row automation going out to the different sheets but then create a report that pulls in data from each of these individual sheets. This report would then be your new Master with the eval data included (since the eval columns are on the individual sheets).