Hey all!
We are just about done and ready to parallel pilot our Request Management through Operationalization to Close solution and was wondering if there's an easy way (or hard way) to do the following:
Use Case 1: Right now my teams' weekly status updates (which is a cross-sheet report between Intake and Metadata) keeps the previous week on for their reference. Once the week is over, I would like to auto-archive that previous week based on department to their specific department archive sheet. Right now, the status reports are driven by current user so people only see theirs. I do have the weekly backup scheduled, but that's not a self-populating historical reference by team (ultimate goal)
Use Case 2: We have a Key Initiatives/OKR weekly meeting, similar to above- is there a way to take a snap shot at a specific day and time to keep for reference and audit?
Appreciate any ideas, formulas or nope, can't be done so it's a manual labor of love for now.
Thanks!
Cat