Updating data in existing rows

Robyn Pier

Hi

I need to allow my team to update nursing visit dates on existing patients. I have read that I can't use a form to do so.

I can't really use an update request because I don't know when the changes are going to take place. Is there an easy way to have them update it?

Thanks!!

Andrée Starå

@Robyn Pier Glad we got it working!

For everyone else.

We used a formula with the VLOOKUP function.

More info:

https://help.smartsheet.com/function/vlookup

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Paul Newcome

Are you able to provide more detail as to your setup? Are there set dates when the nursing visits occur? Are the next visits scheduled? What exactly is it that gets modified?

Robyn Pier

Hi

There are no set dates, it varies by patient and therapy type. I will need to modify only the date field, so for example if the infusion was today and it scheduled for next week--I would need to have them update it to next week's date. Does that help?

Andrée Starå

Hi Robyn,

Depending on the structure of your sheet we could maybe use a form that the team can send in and that would update the dates.

Would that work?

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)

I hope that helps!

Have a fantastic day!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

Robyn Pier

i had a thought. Does SmartSheet take information from one sheet and link to another? So, for example, could I create a second sheet so I could use a form, have that fill in the new dates and then have SS pull the new dates from that sheet into my original sheet?

Paul Newcome

@Robyn Pier

That is VERY possible. I actually use a similar setup myself.

Andrée Starå

@Robyn Pier Yes, that could probably work. Depends on your structure.

How are using the dates in the main sheet? Are you using dependencies?

Robyn Pier

No, no dependencies, it's a very simple sheet. :)

You guys are awesome.

Thank you :)

Andrée Starå

@Paul Newcome It's not as easy to see the time now but you were approximately 2 minutes faster.

https://media.giphy.com/media/B1uajA01vvL91Urtsp/giphy.gif

Andrée Starå

@Robyn Pier Happy to help! Do you have anything unique on the sheet? Name or similar? We'd use that to match the dates from the other sheet to the main sheet.

Robyn Pier

The patient names are in one cell, can i use that? They uniquely identify each row

Robyn Pier

Ideally, I only want two or three of us to have access to the database, so that is why I wanted forms for them to fill in the information

Andrée Starå

Yes, that would work perfectly.

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)

Robyn Pier

So, the patient has their visit, and another is scheduled. I need my team to input the date of the new visit(s) without accessing the sheet. They've been using Excel and it is a nightmare--I just took it over.

Here's a screenshot--I can't share it because it's all confidential. :)

Andrée Starå

Thanks! If you want it's not to much work, you could share a copy with no data or dummy data.

Robyn Pier

Ok shared a blank copy