Updating Rows on different sheet assigned to a user?

MalteMoehleOCS

Dear All,new here, apologies if this has been discussed before, couldn't find anything.

A question regarding the following scenario:

Imagine a sheet (sheet 1) in which a user/department ads their requests assigning a task to a specific user/owner.



Is it possible to update the sheet of the owner only when a task is assigned to him?



You assign a task to person a (on sheet1) - only sheet of person a updates (sheet 2)

You assign a task to person b (on sheet 1) - only sheet of person b updates (sheet 3)

or:

I update sheet 1 and assign a task to the owner of sheet 2 - only sheet 2 updates and not sheet 3

I update sheet 1 and assign a task to the owner of sheet 3 - only sheet 3 updates and not sheet 2

On one hand this can be achieved via a report by creating one report for a specific user - however: reports do not have card-view and we would like to set up Kanban-workflows for these cases including hierarchy and reports don't support either one of these two criterias.



Also, info that should be pulled is across multiple cells (next to each other) - all sheets would follow the same set-up-template to make linking them easier...

Is VLOOKUP a valuable option for this? A different formula perhaps?

Thank you very much

Andrée Starå

Hi,

I would try to make it work with filters instead if that's an option. Is it an option?

I can also think of a few other ways to set it up.

Can you describe your process in more detail and maybe share the sheet(s) or some screenshots? That would make it easier to help. (share too, andree@getdone.se)

Hope that helps!

Have a fantastic weekend!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

Alejandra

Hello,

What you're trying to accomplish can be done with Dynamic View (a premium application). If you're interested, more information on Dynamic View can be found here: https://help.smartsheet.com/articles/2478391-dynamic-view-create-administrate-views

To add to Andrèe's response, I'd suggest creating a Current User filter to show the person viewing the sheet their assigned tasks. More information on this here: https://help.smartsheet.com/articles/529454-view-your-assigned-tasks

Another workaround could be to create an intake sheet and form to take in new tasks that you can move to each individual's sheet. More on moving rows to other sheets can be found here: https://help.smartsheet.com/articles/504748-moving-rows-columns-cells#moverownewsheet

Once you've created your intake sheet, you can save it as a template and use the template to create each individual's sheet. More on templates here: https://help.smartsheet.com/articles/522123-creating-using-templates

You could also create a report for yourself that compiles all of the tasks from each individual's sheet. More on reporting can be found here: https://help.smartsheet.com/learning-track/smartsheet-intermediate/reports

I hope this helps!

 

Jacques@SBP

Hello Malte.

We just happen to have a 3rd party API Solution that does EXACTLY what you are looking for.  It is much much more cost effective than the premium application mentioned above.

Please let us know if you want a demo of our solution!!

Jacques @ smarterbusinessprocesses.com

MalteMoehleOCS

Thank you you everyone for your replies to this - I will have a look at the different suggestions and will update which way we went.

All the best, M