Roster

Paul Dee

Hi, I'm looking for the best way to create a monthly roster where multiple staff members (15) can fill out their availability for the month through a link. Any suggestions?

jmyzk_cloudsmart_jp

Hi @Paul Dee

The following demo sheet allows you to input rosters through a form, as shown below.

Smartsheet

To assist with sheet usage, I embedded the month text and week of the day in the first row by setting the year and month # fields in the sheet summary fields.

Day 1 formula

=IF(WEEKDAY(DATE(Year#, VALUE([Month #]#), 1)) = 1, "Sun", IF(WEEKDAY(DATE(Year#, VALUE([Month #]#), 1)) = 2, "Mon", IF(WEEKDAY(DATE(Year#, VALUE([Month #]#), 1)) = 3, "Tue", IF(WEEKDAY(DATE(Year#, VALUE([Month #]#), 1)) = 4, "Wed", IF(WEEKDAY(DATE(Year#, VALUE([Month #]#), 1)) = 5, "Thu", IF(WEEKDAY(DATE(Year#, VALUE([Month #]#), 1)) = 6, "Fri", IF(WEEKDAY(DATE(Year#, VALUE([Month #]#), 1)) = 7, "Sat", "Invalid")))))))

Smartsheet Forms

(Smartsheet Log In required to test this form)

In the form, you replace the Email field with Created By system column by setting Smartsheet Log-in requirements.

In the form, your staff may want the month's calendar to check the week of the day.

As shown above, you can add an image to a form, but I can not think of a way to update the calendar dynamically.

So, when the next month comes, you can copy the sheet and set the Month # to 04, but you need to edit the image in the form to show the April calendar.

If you want a copy of the sheet, please get in touch with me by email. (my email in in the profile page)