Welcome to the Smartsheet Forum Archives
The posts in this forum are no longer monitored for accuracy and their content may no longer be current. If there's a discussion here that interests you and you'd like to find (or create) a more current version, please Visit the Current Forums.
How to reference 100's of items with corresponding triggers to designate an end date.
Our agency has a formal record retention policy that lists over 100 types of records that we store or have digitized in-house.
Question to answer/example: If the documents for Site A fall under Record category 1, they should be destroyed on 1/1/11, which is 100 days following the trigger date.
I was able to create the formula that completes the equation and creates the date of destruction on my retention policy sheet, but I need to refer to that formula when a document is added in one of the many sheets that list all of our individual documents.
How do I reference a corresponding set of cells listed in my main sheet automatically, when I assign the record type to a document in a separate sheet?
In this case I have a form that the staff member fills out and identifies the record type. The new document is populated onto an inventory sheet. At that moment, the document should be automatically assigned a disposal date based on the retention policy.
Thanks for your help.