Can we assign clients and link their info line to staff's individual work sheets?

Mdnyt

We have a master list that talent inquiry forms populate and notify a manager. Once the manager assigns that client inquiry to a staff member, we would like to have it copied to their personal work pages.

These pages then need to stay linked to the main page in order to keep updated notes, attachments, and status accurate.

Genevieve P.

Hi @Mdnyt

Are the staff members shared to the source main page/sheet? If so, the easiest thing to do would actually be to create a Report (see here for more details).

You could set the filter of the Report to be "Current User" so the person logged in to Smartsheet will only see their own assigned rows. These rows would automatically update when the source sheet updates, and if you provide certain permissions for the user (Editor or above for both the source sheet and report) then they could make edits in the Report which would update the source sheet.

Otherwise, the Copy Row automation can copy the content of the source sheet into a new sheet for the employee, but this data would not be linked anymore. You could potentially set up formulas for certain columns or cells that you want to keep live/updating, but it would take a bit of work. Let me know if the Report option will work for you first, before we go down that route.

Cheers!

Genevieve

Mdnyt

Is there a way to "Link From Cell in Other Sheet" and have it as a automated function when adding a row to another sheet?

Genevieve P.

Hi @Mdnyt

Are the staff members shared to the source main page/sheet? If so, the easiest thing to do would actually be to create a Report (see here for more details).

You could set the filter of the Report to be "Current User" so the person logged in to Smartsheet will only see their own assigned rows. These rows would automatically update when the source sheet updates, and if you provide certain permissions for the user (Editor or above for both the source sheet and report) then they could make edits in the Report which would update the source sheet.

Otherwise, the Copy Row automation can copy the content of the source sheet into a new sheet for the employee, but this data would not be linked anymore. You could potentially set up formulas for certain columns or cells that you want to keep live/updating, but it would take a bit of work. Let me know if the Report option will work for you first, before we go down that route.

Cheers!

Genevieve