Add new record to one sheet from another

WFMPeople

Greetings,

Our QA team has 2 Sheets that they work from:

1. QA Tracker - Tracks Call Evaluations
2. QA Rewards - Tracks rewards for any employee with a 13 or 14 score (Exceeds Expectations)

Right now they have to enter data into both sheets for the evaluations that are a 13 or 14. We were looking to automate adding these records to the QA Rewards sheet since having them this information in the same sheet would be a conflict of permissions. Only the QA Team can View/Edit both. Other teams like our Team (WFM can Edit/View the QA Rewards sheet and supervisors and Leads can only view the QA Rewards sheet.

Is there a way we can automate this directly through SmartSheet without needing a 3rd party or in-house created process?

thanks ahead of time

mark allen

Greetings,

The situation you've described highlights a common challenge in data management: synchronizing information across multiple sheets while respecting permission levels.

SmartSheet does offer some native functionalities that could potentially address your requirements:

1. Cross-Sheet References: SmartSheet allows you to create formulas that reference cells or data across different sheets. While this can't directly copy data between sheets, it can display related data which might be useful for the QA team.
2. SmartSheet Automations: Depending on the specifics of your SmartSheet plan, you might have access to automated workflows. These can be set up to trigger actions based on certain conditions. For instance, if a score of 13 or 14 is entered into the QA Tracker, an automation could potentially create a corresponding record in the QA Rewards sheet.

Given the specific permissions and the need to avoid conflicts, here's a potential approach:

• Automation Setup: Set up an automation in the QA Tracker sheet that triggers when a score of 13 or 14 is entered. This automation would add a new row to the QA Rewards sheet with the relevant details.
• Permissions: Ensure that only the QA team has the necessary permissions to edit both sheets. This ensures data integrity and avoids any unauthorized modifications.

Regarding the 9th class date sheet for 2023:

While I can guide you on processes and solutions, I'm unable to provide real-time or external data like the 9th class date sheet for 2023. I'd recommend consulting the official website of your educational board or institution for the most recent and accurate schedule.