Form input to a categorized view
I'm using the Project Mgmt Office template. I'd like my form data to populate a sheet that looks like the above screenshot. Can a new form submission populate child rows under "New" category? And, once the status of project changes from "New" to "SCOPING", can the sheet update automatically and the child row appear under "SCOPING?
If the answer is no, what is the best way to create a view with the statuses grouped together? Will it be another version of the Grid view sheet that is the captures the form data?
I'd like the order of my statuses to be in the above order, which isn't alphabetical.
Thank you!
AE
Answers
-
Hi Amy,
Unfortunately, it's not possible at the moment, but it's an excellent idea!
Please submit an Enhancement Request when you have a moment
As a possible workaround, you could maybe use the Smartsheet API.
Still, my recommendation would be to either add the new rows at the top of the sheet and then manually move them around depending on the status or to have different sheets by state and the us automation to move the rows to the different sheets automatically.
Make sense?
Would any of those options work?
I hope that helps!
Be safe and have a fantastic weekend!
Best,
Andrée Starå
Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) 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:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
Categories
- All Categories
- 14 Welcome to the Community
- Smartsheet Customer Resources
- 63.5K Get Help
- 402 Global Discussions
- 213 Industry Talk
- 450 Announcements
- 4.7K Ideas & Feature Requests
- 141 Brandfolder
- 135 Just for fun
- 56 Community Job Board
- 454 Show & Tell
- 31 Member Spotlight
- 1 SmartStories
- 296 Events
- 36 Webinars
- 7.3K Forum Archives