Logic and summary

Hi,

We have 400 locations managed by approx 30 managers. I am trying to use logic to build a form that when manager 1 chooses their name they only see sites relating to them. To achieve this i have created columns with a drop down for each manager in my sheet.

As these entries come into the sheet via form entries they go under the relevant managers column, so entries can be spread across 30 columns with the location name

Where i need help is rolling this up onto another sheet which will pull through the last entry per site.

Is this possible?

This is the feed in form

This is the summary sheet

Any help or guidance would be greatly appreciated

Thanks

Dave

Best Answer

Answers

  • dave.mcpherson56751
    dave.mcpherson56751 ✭✭✭✭✭

    Hi Genevieve,


    That has helped me enormously, thank you so much for taking the time to look at this and come up with a solution.

    Thank you

    David

  • Genevieve P.
    Genevieve P. Employee Admin

    Hi @dave.mcpherson56751 you're very welcome!

    Let me know if you're having any trouble building this out or if you need help understanding the formula more.

    Cheers,

    Genevieve

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    @dave.mcpherson56751

    This might help to make the process even better. ??


    We will soon introduce two major enhancements to Smartsheet forms that we’d like you to know about in advance:

    1. A more immersive builder UI to help get the most out of your forms, faster
    2. Conditional logic to ensure each respondent is asked the most relevant questions

    All of your existing forms will continue to work and be fully editable in the new builder.

    Learn more about the update here.

    Would that help?

    I hope that helps!

    Be safe and have a fantastic week!

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

    ✅Did my post help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E:[email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.

  • dave.mcpherson56751
    dave.mcpherson56751 ✭✭✭✭✭

    Thank you as always Andree


    Have been using this in EAP, think its fabulous and is going to be widely used

    Stay safe


    Dave

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    @dave.mcpherson56751

    Excellent!

    Happy to help!

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E:[email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Woho! It's live now! 😀


    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E:[email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.

Help Article Resources

Want to practice working with formulas directly in Smartsheet?

Check out the Formula Handbook template!