How can I make a single row of information appear as a page/single sheet
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I have set up my smartsheet
I have created a form for data collection into my smartsheet
I have automation to check / populate fields
But....... I cannot find a way to display a single row, with all this information as a single page to view. This can be in a report but a page per row or culd be a dashboard or........
The background is the stakeholders in a project submit a weekly written report. There are 5 stakeholders. Then at the weekly project board their information has to be displayed in turn for them to discuss through with the board memebers.
Everything I know who to do, or can find, either reports by rows (too long to keep scrolling right) or is charts or data from the sheet.
ideally I want to filter on a particular date (Monday of the week e.g. 12th July 2021 then next week 19th July 2021) and just have the rows selected by the filter / or manually selected, to be able to be presented as a screen / page / sheet at a time.
So from tis linear representation......
.........to a single event page/sheet/ screen presentation (this is just an example of page each not the exact way it needs to look)
Sue Rogers
AmerisourceBergen - MWI Animal Health
Business Analyst
Best Answer
-
Hi @SueinSpain
I hope you're well and safe!
Have you explored using the Document Builder feature?
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 support the Community by marking it Insightful/Vote Up or/and as the accepted answer. 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 @SueinSpain
I hope you're well and safe!
Have you explored using the Document Builder feature?
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 support the Community by marking it Insightful/Vote Up or/and as the accepted answer. 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.
-
Did the Document Builder feature help? I do not see how it would but maybe I am missing something.
-
Hi All,
Thanks for the feedback and YES the document builder to generate a pdf worked and we now use this in lots of ways.
For example:
a customer fills in a smartsheet form
a pdf document is generated by automation and emailed back to the customer
the customer prints off and inserts into the package they are sending us
brilliant
Sue Rogers
AmerisourceBergen - MWI Animal Health
Business Analyst
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