Action Tracker: single source of truth

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Hello,


I'm coordinating multiple workshops e.g. Technical, Communication, Training. I'm collecting findings on multiple smartsheets (one per workshop) and associate an action per finding.


Reality is that during a Technical workshop, we have some Training findings. During a Communication workshop, we have a Technical finding and so on.


I would like to create a single source of truth for actions.


Is it possible to create a smartsheet where I can add automatically actions from multiple sheets AND/OR manually if needed?


The only turnaround that I see is to add actions only in the action tracker, all manually.


Thank you,

Lorenzo

Best Answers

  • James Keuning
    James Keuning ✭✭✭✭✭
    Answer ✓
    Options

    Can you just use a report to pull the data from all of the sheets?

    Otherwise, just create a workflow in each sheet which copies or move new records to the single source of truth.

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    Answer ✓
    Options

    Hi @Lorenzo

    I hope you're well and safe!

    You could use cross-sheet formulas combined with either a VLOOKUP or INDEX/MATCH structure to connect the sheets, and when you update the source sheet, it will reflect on the destination sheet.

    Another option would be to use so-called helper sheets. In short, copy the row to a helper sheet and then use my method described previously to get the values you need to another helper sheet, and then copy/move the row from that sheet to the main destination sheet.

    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

  • James Keuning
    James Keuning ✭✭✭✭✭
    Answer ✓
    Options

    Can you just use a report to pull the data from all of the sheets?

    Otherwise, just create a workflow in each sheet which copies or move new records to the single source of truth.

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    Answer ✓
    Options

    Hi @Lorenzo

    I hope you're well and safe!

    You could use cross-sheet formulas combined with either a VLOOKUP or INDEX/MATCH structure to connect the sheets, and when you update the source sheet, it will reflect on the destination sheet.

    Another option would be to use so-called helper sheets. In short, copy the row to a helper sheet and then use my method described previously to get the values you need to another helper sheet, and then copy/move the row from that sheet to the main destination sheet.

    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.