Advice needed for creating corrective action submission tool using Dynamic view
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 โNoโ from the dropdown list, logic then opens a text box to type details and a hidden dropdown list that generates โCorrective action needed?โ field defaulted to yes. Data from all sites is being tracked on one sheet. I am hoping to:
1.)ย ย ย 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.)ย ย ย 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 itโs location โABCโ, IF inspection month was โMayโ, 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 thereโs 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!
Best Answer
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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.
Answers
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Do you want to pull rows for the CURRENT month or for a specified month?
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Hi Paul,
I'd like it to pull rows for a specified month.
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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,
Andrรฉe Starรฅ | Workflow Consultant / CEO @ WORK BOLD
โ 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
Andrรฉe Starรฅ | 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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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)?
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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.
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Hi Paul, I would like to have a separate view for each of the different months.
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Excellent!
Happy to help!
โ 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
Andrรฉe Starรฅ | 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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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.
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That works, thank you!
