Smartsheet - How to show the changes made to the field on the form

Options
Gaurav Chauhan
Gaurav Chauhan ✭✭✭✭✭✭

Hi Team,

I have build a Smartsheet Form to capture requestor details.

There are automation workflows build wherein it moves between 3 levels and at any level if the workflow is rejected, it comes back in the requestor queue for updating the form field values.

Is there any way that the changes recorded on the field can be captured in a report for reporting out ?

I am aware the Cell History field that shows who, what and when it was updated. But how do I report out these changes in a report

Basically, I have a report added to the dashboard for the key field but the column only shows the latest value but not the changes.

Limiting factor is leading us to change the practice to raise another form with new details versus adjusting current one.

Can you help.

Answers

  • Julie Fortney
    Julie Fortney Overachievers Alumni

    I agree, that would be a fantastic feature to see cell history in a more convenient way than manually checking the cell history.

    If you need to display the history in a report, here's what I would do (and this might already be what you have in mind):

    For each form field value that might need to be updated throughout the 3 levels, have 3 separate columns, plus a "current" column and maybe an "all values" column. So if Level 1 requires an update to something, trigger an update request to the submitter with the Level 2 column included so the submitter can enter a new value. Your "current" column would show the most recent value provided (a formula with an IF statement (If Level 3 is not blank, show Level 3 value, etc etc). And your "All values" column could be a join formula for all Levels.