Automatically adding info

I am trying to automate a monthly report that shows what staff member received work apparel. When someone received work apparel, they have to pay taxes on it. So I created a form for staff to fill out when they received the apparel. It has the Date Dispensed, Name, Description of the apparel and how many they took. With this information, I have created a report that will get sent to our HR department so they can figure the taxes due on the apparel. On the report, I need to have the staff's assignment number and their ID. I'm having trouble figuring out how to get the correct assignment number and ID number on the report when all I am getting from the form is their name.

Any suggestions would be appreciated.

Find more posts tagged with

Human Resources

Reports

Email Notifications

Accepted answers

All comments

404.IRL

Hello, @Janelle . This should be pretty straightforward. I have a couple of questions:

Can we assume the "ID" and "Assignment Number" are stored in another Smartsheet?
If those columns are not in another sheet, or the same, where does the data reside?

Janelle

Yes, the ID and Assignment number are stored in a Smartsheet.

Sign in to join the conversation!

Quick Links

Component react.discussion.discussions had an error.

ref must be one of: categoryID, siteSectionID, category, category/categoryID, category/name, category/description, category/url, category/allowedDiscussionTypes, locale, siteSection, siteSection/basePath, siteSection/contentLocale, siteSection/sectionGroup, siteSection/sectionID, siteSection/name, siteSection/description, siteSection/apps, siteSection/attributes, layoutViewType, discussionID, commentID, page, sort, discussion, discussion/name, tags, breadcrumbs, discussionApiParams, serverDraftID, serverDraft.