Need help with complex workflow

Bernadette Brady

Determining the most efficient workflow and automations for both OTTA and SME (Subject Matter Experts e.g. OPP/OCE/ODGA colleagues) evaluation of LinkedIn Learning materials.
• Two Smartsheets (1A and 1B) are feeding into the SME evaluation Smartsheet (2)
• In Smartsheet 2, we need the SMEs to:
o Self-assign a row for the LinkedIn Learning courses they want to evaluate
o See column information already present (from other sheets)
o Complete additional column information
 View instructional information for each column
o Allow a second evaluation of the LinL course
o Automate their recommendations to another sheet {we currently have a workflow automation that moves rows to another sheet}

Our current workflow for Smartsheet 2:
• Uses an automation with an update request once SMEs self-assign
• Has multiple hidden columns (that automatically populate as a result of the automation workflow from the other sheets: 1A and 1B)
• Has an automation workflow to Smartsheet 3 based on field responses

We have not found a solution for the following:
• To have multiple self-assignees for each row
o If an update request form is sent to multiple people from the same row, does Smartsheet save both responses or overwrite?
• To have SME responses be added to current column information rather than replace it
• To provide column-based instructions in the update request
• Is there a way to automate that a full form (not update request) be sent to SMEs when they self-assign? This would allow us to have the full capabilities of a Smartsheet form.

What is a simple, elegant solution to give our SMEs a clear and focused way to fill out this information without them having to write paragraphs directly into the spreadsheet?

Paul Newcome

I would suggest replacing the third sheet with a row report that combines the first two sheets. I would also suggest a single row per person per course. You can sort and group reports to keep all entries for the same course together.

Bernadette Brady

Thanks, Paul. I will see if this works and report back!