Main sheet + sub sheets / reports
Hi there
We have our master sheet set up but I want to pull information in to separate forms or reports.
We have a dropdown on the report that selects which team is doing the work- we need the information for this team to be displayed on its own for that particular team without them seeing the others teams work. With a report I have managed this but they have to have access to the main sheet which we don't like.
We could also do with each team being able to select a job complete box and that feeding back to the main sheet. They would also need access to upload photos for each job.
I have just tried sheet linking but I don't seem to be able to get the work displayed separately for each team.
Any pointers would be greatly appreciated.
Best Answer
-
Hi @Paul Gabel
I hope you're well and safe!
There are a couple of options.
Possible solutions/workarounds.
- Premium add-on, Dynamic View.
- Another Premium add-on, WorkApps. (if you have access depends on your Smartsheet Plan) Which plan do you have?
- I recently developed a (what I call), Dynamic View Light. It's quite advanced, but in short, it's using cross-sheet formulas and INDEX/MATCH and a specific structure and method, so it's only possible to show data that should be available.
Would any of those options work/help?
I hope that helps!
Be safe and have a fantastic day!
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.
Answers
-
Hi @Paul Gabel
I hope you're well and safe!
There are a couple of options.
Possible solutions/workarounds.
- Premium add-on, Dynamic View.
- Another Premium add-on, WorkApps. (if you have access depends on your Smartsheet Plan) Which plan do you have?
- I recently developed a (what I call), Dynamic View Light. It's quite advanced, but in short, it's using cross-sheet formulas and INDEX/MATCH and a specific structure and method, so it's only possible to show data that should be available.
Would any of those options work/help?
I hope that helps!
Be safe and have a fantastic day!
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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