Creating a list based on checkbox columns
I have a grid sheet of all associates at the company I work for. On the row for each associate, there are multiple columns with checkboxes that indicate if the associate has been trained in various process paths (Receive, Pack, Ship, etc.). What I was hoping to automate for my managers is, if the checkbox is checked under a process path for an associate it would copy the associate's name and place it in a list based on the process path column that was checked.
Example:
I would like a sheet, report, or dashboard that I can share with my managers that will just list who is trained where. So, for example: Under Process Path 1 would be Ann, John, and Fred, under Process Path 2 would be Ann, Roger, Fred, and Sarah, etc.
Thanks in advance for any assistance!
Answers
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Hey there! For this you can make a new column in the sheet next to each checkbox and use the following formula for each process
=IF([Process Path 1]@row = 1, [Associate Name], "")
This should add the Associates name if they have completed and leave it blank otherwise. Then you can use just those rows to create a report.
Hope this helps!
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I'm not sure that is what I'm looking for.
The Associate sheet has their names and then the checkbox columns on it. I don't want to have my managers trying to filter thru the 200+ associates we have to find out who is trained in a certain process path. What I need it a way to give them a quick list of who is all trained in what path.
For example: if a manager needs extra help in process path 4, they can just look at the dashboard, sheet, report or whatever works and see the list of associate names that are currently trained in that process. Then, as more associates get trained, when I check the box it will auto-populate and add that associate name to the corresponding list.I've tried some variations of the INDEX/MATCH formula but it will only give me the name of the first associate it comes to on the list…. I need it to keep going thru the entire sheet
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I would suggest a series of row reports. Just show the [Associate Name] column in each but have each filtered to only show rows where that particular process's box is checked.
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I'm not really familiar with creating reports at this time. I'm fairly new to Smartsheet and trying to learn in order to simplify data sharing. Could you give me any pointers on how to go about creating what you suggested?
Thanks!
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Here is an article that should help get you started:
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