Automatically adding info

11/19/21
Answered - Pending Review

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.

Answers

  • 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?

    Fernando Flores | M365 Enterprise Project Manager ✌️ 🍻

  • JanelleJanelle ✭✭✭✭✭

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

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