How to create automatic formulas containing new hire information?

ancullums

I'm working on creating a data sheet and corresponding dashboards for each employee for call compliance. One of the features I would like to implement is long-term automation, where if a new employee is onboarded and their name is added to a reference sheet, respective formulas are updated.

For instance, I would like to pull all calls scored for 'Mary' this week, this month, and this year in individual columns. I can then use that data to populate their respective dashboard. If we then onboard 'John', I would like those same formulas to be created based upon John's info without having to copy/paste/update each individual formula. Is there currently a way with Smartsheet to complete this task?

Andrée Starå

Hi @ancullums

I hope you're well and safe!

Do you have access to the premium app, Control Center?

Can you share some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help.

I hope that helps!

Be safe, and have a fantastic weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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