Main sheet + sub sheets / reports

Paul Gabel

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.

Andrée Starå

Hi @Paul Gabel

I hope you're well and safe!

There are a couple of options.

Possible solutions/workarounds.

• Premium add-on, Dynamic View.

https://www.smartsheet.com/product/dynamic-view

• Another Premium add-on, WorkApps. (if you have access depends on your Smartsheet Plan) Which plan do you have?

https://www.smartsheet.com/platform/workapps

• 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!

Andrée Starå

Hi @Paul Gabel

I hope you're well and safe!

There are a couple of options.

Possible solutions/workarounds.

• Premium add-on, Dynamic View.

https://www.smartsheet.com/product/dynamic-view

• Another Premium add-on, WorkApps. (if you have access depends on your Smartsheet Plan) Which plan do you have?

https://www.smartsheet.com/platform/workapps

• 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!