Primary sheet + secondary sheets
Hello,
I create a sheet of 20 columns, that i would call primary sheet. From this sheet, i create 4 secondary sheets which had 5 colums per sheet (5 * 4 = 20 columns) and which will be used by 4 groups of people.
So the primary sheet = 4 secondary sheets
Now i need two things:
- When i create a line or in the primary sheet, i need the 4 others sheets to be updated automatically with the informations of the new line created in the primary sheet,
- When the 4 groups of people update the secondary sheets, i need the primary sheet to be automatically updated with the informations of the secondary sheets,
Can you help me please?
Best Answer
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Happy to help!
No, unfortunately it's not possible to have the hierarchy in the same way as in a sheet, but there are some possible workarounds.
Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@workbold.com)
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.
Answers
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I hope you're well and safe!
Have you looked at using reports instead of the secondary sheets?
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: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.
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Thanks Andrée,
I am trying to use reports right now.
Is it possible to expand/collapse colums in reports? I didn't find how to do it.
Jean-Daniel
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Happy to help!
No, unfortunately it's not possible to have the hierarchy in the same way as in a sheet, but there are some possible workarounds.
Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@workbold.com)
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.
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