Sign in to join the conversation:
Hello, can anyone help me find a very similar template on Smartsheet?
Thank you
Maggie
Hi Maggie,
Similar to?
Best,
Andrée Starå
Workflow Consultant @ Get Done Consulting
Hello, apologies - correct format attached now
No worries!
I don't know of any similar template, but it looks straightforward to create one from scratch. I can help you if you'd want to. I would need more information, and if you have and could share the original file, that will make it much easier. Let's start with you sharing the original, and I can take a look and see how much work is needed.
Would that work?
Andrée
It does look pretty straightforward. At first glance it seems like the biggest "challenge" would be incorporating formatting since you can't merge cells in SS, but even that seems like it would be a pretty simple workaround with this particular form.
Maggie we have been looking after the NHS in Scotland for years now doing this type of work, creating some huge efficiencies over paper based systems.
The Health and Safety department has to collect this sort of data and collate lots of individual reports into senior management reports which this looks very similar to, so if you want to create a user friendly workflow for all contributing users it will save a great deal of time and mean your stats come in with little effort.
Or you could just keep it simple as suggested above and create a smartform to collect this info, but you will be missing some real benefits in not making it part of a workflow?
If this is something you would like, let me know and we can arrange a demo?
Hope that inspires you?
RichardR
Creating a sheet where each point is its own column would (even though it would be a large sheet) give you the ability to create a form for users to input their data into. You can then use some simple formulas on a master sheet to collect the overall data counts based on date/quarter/year/etc. and/or use a report(s).
I am attempted to export to excel. I have two different smartsheet documents to export. One of them exported to excel fine, but not the other. This happened a few weeks ago. I make sure all columns were the correct size & no cells were hidden. "We have found a problem with (file) Do you want us to try and recover as much…
Hello Smartsheet Community, I need some help with a report that I created and shared with a customer. The customer is not seeing any of the information that is pulling into the report. See screen shot below that the customer texted me. I do have the report filter only showing the customer their product pulling from our…
BLUF: When I create an Invoice, I need the cell-link to my live price data to be severed. I currently have a Price sheet for my products that is updated frequently. I use Control Center to create Projects, which includes an Invoice sheet. I have a dropdown on my invoice sheet to select a product, and then I use Index…
