Update Request - duplicate colleague roster with answers
Hello Smartsheet Community,
I'm hoping there is a simple solution I'm not aware of for this. Can anyone help?
Goal: Have one "master" colleague roster sheet with name, email, office, and "yes" or "no" answers to two questions. I would also like to have separate individual office sheets with the same data that is shared with each local office's contact. Therefore, each local office could see the entire roster of their colleagues and whether or not they have made an update so they can follow-up with anyone who has not responded.
Method:
- Currently I have an automated workflow with office conditions set to populate the individual office sheets from the master. Check!
- Next, I want to send an Update Request to each colleague on the master roster to ask them to answer "yes" or "no" to my two questions. Check!
- What I'd like to happen next is to have the answers to the "yes" or "no" questions populate to the individual office sheets WITHOUT a duplicate row. In other words, I only want the "yes" or "no" to populate to the correct colleague, not duplicate the entire row.
Best Answer
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I'd recommend using a cross-sheet formula and VLOOKUP or an INDEX/MATCH combination.
Would that 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!
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.
Answers
-
I'd recommend using a cross-sheet formula and VLOOKUP or an INDEX/MATCH combination.
Would that 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!
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.
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Thanks so much for your answer! Glad it wasn't something easy in the automation that I overlooked. However, I haven't used either of the formulas/functions you mentioned within Smartsheet before. Since I need to investigate both, which one do you think I should look at first?