Automated Workflow or Assign Tasks to prioritise requests

Natasha D

Hi,

I am hoping someone can assist me!

I have a smartsheet which contains capital requests received from Local Governments (via a grant application process). I have included a ‘region’ column & ‘regional contact’ (contact list) column so I can hopefully create a workflow conditional on region for the specific contact.

Once all of the applications have been submitted and entered we then send the condensed information back to their respective regions for prioritisation. Usually this would be a excel spreadsheet (worksheet per region) and emailed asking for all the requests to be prioritised in order of regional priority. Once returned, I would populate the respective columns & move to prioritise on a state level.

Is there way to automate a workflow or assign a task where each individual region receives their allocated rows (bulk view not individual forms), they can view, prioritise and comment on each one which will then populate the respective columns in my smartsheet (as does the ‘request update’)?

Request approval is not appropriate at this stage.

Many thanks in advance!

Tash

Andrée Starå

@Natasha D

You're more than welcome!

Let me know how it goes and if you don't have/can't get the add-on and we can see how to solve it in another way.

Have a fantastic day!

✅Remember! 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!

Andrée Starå

Hi @Natasha D

Yes, I’d recommend using reports or maybe the Dynamic View add-on.

What do you think?

Would any of those options work/help?

I hope that helps!

Be safe and have a fantastic week!

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!

Natasha D

Thanks so much Andree for the quick reply.

I can certainly explore those options. Would that populate back into the main smartsheet? Also, these regional contacts aren't registered smartsheet users. I should have mentioned that in the main question. Will that make a difference? I can't have each regional contact viewing the other regional requests.

Thanks!

Andrée Starå

@Natasha D

Happy to help!

Ok. That changes things. 😉

There are a couple of ways to structure a solution.

A solution that would be perfect for this use-case is the premium add-on, Dynamic View.

Is that an option?

More info: 

https://www.smartsheet.com/product/dynamic-view

Natasha D

Thanks @Andrée Starå

I was just having a look at the Dynamic View video after you mentioned it. I am not sure if we have access to this within our subscription so I have sent an email to find out and if not, to have it added.

I will wait to hear and post back on here if I need any further assistance.

Enjoy your day. You've been most helpful 😊

Andrée Starå

@Natasha D

You're more than welcome!

Let me know how it goes and if you don't have/can't get the add-on and we can see how to solve it in another way.

Have a fantastic day!

✅Remember! 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!