Marrying 2 sheet datasets into 1 row?

jhawker

Hoping someone might have come across this scenario. I have a three-step process where a phone scheduler calls to gain info from the client, then a field rep needs to go onsite and gather info followed by a report generated from both parties. A primary key for both parties inputs will be a Policy #

The phone scheduler will enter data into 1 smartsheet form and the other into a form or their own. 

Challenge - How to consolidate both data sets on 1 smartsheet row together so we can output a report using Smartsheet merge.

Hoping someone has thoughts! 

Andrée Starå

Hi,

Yes, it's possible to structure a solution with the help of VLOOKUP or INDEX/MATCH.

Can you describe your process in more detail and maybe share the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@getdone.se)

Hope that helps!

Have a fantastic weekend!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

Paul Newcome

Have you looked into update requests?

 

A form for the initial phone scheduler and then an update request for that same row goes to the on-site person.