Interacting with reports error

SIS

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Hi all,

Running into an issue. So I have 5 depts that will be updating their progress in a lifecycle management of the product I'm tracking. I have created a sheet where I get all the overview and have conditional formatting whenever someone clicks on the checkbox their portion becomes green.

The issue I'm running into is the first dept procurement. They can input the information in the sheet but I have segregated their portion in a report. It seems like unless the new row is created from the sheet with the data it does not let procurement to input new data in a new row.

How do I automatically trigger the next row so procurement can input the data. FYI: once the row is created all the other depts does not have any issues interacting in the reports.

Any help will be appreciated.

Jeff Reisman

https://community.smartsheet.com/discussion/87428/interacting-with-reports-error

You can't add new rows to a sheet from a report.

You can, however, create a form on the underlying sheet that the users can fill out and submit, and when they refresh their report, the new row will be there. It's easy enough to set the form to have some default values pre-filled, etc. You could also put the report and the form onto a single dashboard so that the users could see both at the same time.

Jeff Reisman

https://community.smartsheet.com/discussion/87428/interacting-with-reports-error

You can't add new rows to a sheet from a report.

You can, however, create a form on the underlying sheet that the users can fill out and submit, and when they refresh their report, the new row will be there. It's easy enough to set the form to have some default values pre-filled, etc. You could also put the report and the form onto a single dashboard so that the users could see both at the same time.

SIS

Thanks Jeff! I will go with the forms.