Hi folks - our business has been using Smartsheet for around 2 years now, but we really haven't taken advantage of some of the more powerful aspects of the software.
I'm learning about forms and their uses, and I've come across a challenge I'm hoping you can help with.
I've created a form from a sheet (lets call it "Bookings". From "Bookings", one of our team in the office can take a customers details and create an appointment for one of our surveyors to visit the caller's property. The final field on the form is "Surveyor Name". I'd like a way to make it so that if "Surveyor A" is selected, then the data fires off to "Surveyor A's" opportunity sheet.
Likewise, if "Surveyor B" is selected, we need the data to go to "Surveyor B's" sheet.
Unfortunately we can't have all the surveyors bookings in one sheet as we don't want them seeing eachother's opportunities.
Can anyone help me with a solution for this?
If conditional formatting isn't possible, perhaps there might be some way to put all appointments in to one sheet, then restrict each surveyors view of the sheet to their rows only?
Thanks in advance for help!