Advice needed for creating corrective action submission tool using Dynamic view

RobertHapp

Hello,

We are using Smartsheet to track compliance data for monthly internal inspections across nine different sites. The way our tracking system is set up is when a non-compliance is entered in the form using “No” from the dropdown list, logic then opens a text box to type details and a hidden dropdown list that generates “Corrective action needed?” field defaulted to yes. Data from all sites is being tracked on one sheet. I am hoping to:

1.)   pull non-compliance data on three fields (the main trigger question, text details, and corrective action needed?) from one sheet to another so people at different sites can see what the non-compliances were for that month

2.)   Create a dynamic view for each location that displays the non-compliant fields and a field for them to enter a corrective action

I am hoping to get insight on the best way to accomplish this. Would it be possible to create formulas that filter for IF it’s location “ABC”, IF inspection month was “May”, then show main trigger question, text details, and corrective action needed in three columns on the new sheet? I'm not sure if VLOOKUP could be used for this? Or would no formula be needed if there’s a way to separate based on each location in dynamic view even though all data is entered on the same sheet? I just want to make sure each site contact only sees non-compliances relative to them. Any advice is appreciated!

Paul Newcome

In that case you have two options. Both are pretty similar. You can create separate reports with the various filters and use them to generate your Dynamic Views, or you can create those same filters as shared filters within the sheet and then just reference the sheet directly and select the filter when setting up the Dynamic View. Either way you have to create each of the individual filters. The main difference is that you will either have to reference a different report for each View or just copy the view and adjust the filter if referencing the sheet.

Paul Newcome

Do you want to pull rows for the CURRENT month or for a specified month?

RobertHapp

Hi Paul,

I'd like it to pull rows for a specified month.

Andrée Starå

Hi @RobertHapp

I hope you're well and safe!

Have you explored using a report instead together with Dynamic View?

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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Paul Newcome

Would you have separate views for each of the different months (easiest and most robust) or would you have a single view and expect them to be able to select the month (more complicated and doesn't scale well)?

RobertHapp

Hi Andree, thank you for the recommendation. I will explore this as a possible solution. I wasn't aware that reports were compatible with Dynamic View.

RobertHapp

Hi Paul, I would like to have a separate view for each of the different months.

Andrée Starå

@RobertHapp

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!

Paul Newcome

In that case you have two options. Both are pretty similar. You can create separate reports with the various filters and use them to generate your Dynamic Views, or you can create those same filters as shared filters within the sheet and then just reference the sheet directly and select the filter when setting up the Dynamic View. Either way you have to create each of the individual filters. The main difference is that you will either have to reference a different report for each View or just copy the view and adjust the filter if referencing the sheet.

RobertHapp

That works, thank you!

Paul Newcome

Happy to help. 👍️