Create sheet with just 1 row per person
I'm trying to create a new sheet that only has one row per Instructor from a master sheet.
I have a master sheet of Instructors for my program and it is being updated as Instructors apply to teach courses. I'm trying to create a new sheet with only one row per Instructor from this for a summary and to help with sending some messages.
I've created a sheet where I'm using a workflow to copy only the rows for the Instructors I work with (as in the sample image below) but only need 1 row per Instructor.
I know if I use the sheet as it currently is then I'll send duplicate emails since their information is on the sheet twice. I haven't found a workaround for removing duplicates through functions or when searching in the community.
I'm wondering if I need a 3rd sheet that I pull all of the information on and use the 3rd sheet to send emails through workflow. And if I do need a 3rd sheet, is there a way to automatically add the new EIDs to that sheet as people apply?
Thanks!
Answers
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Hey @SarahML,
If you are using a Contact column for the Full Name (and you require users to log in to Smartsheet to access the sheet), then you can use a filter view that only shows rows that pertain to the current user:
Hope this helps!
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Thanks, I might be able to use this idea as a tool to get around the duplicates. They don't all have their own SmartSheet accounts so we don't have a contact column like you're thinking.
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