How to create automatic formulas containing new hire information?
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?
Answers
-
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
✅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
Andrée Starå | 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.
Categories
- All Categories
- 14 Welcome to the Community
- Smartsheet Customer Resources
- 62.2K Get Help
- 360 Global Discussions
- 199 Industry Talk
- 427 Announcements
- 4.4K Ideas & Feature Requests
- 136 Brandfolder
- 127 Just for fun
- 128 Community Job Board
- 444 Show & Tell
- 28 Member Spotlight
- 1 SmartStories
- 283 Events
- 35 Webinars
- 7.3K Forum Archives