Master Sheet Connected to Department Sheets - Best Way to Control
Hi All,
Looking for some advice on the best way to proceed. I have a Master Sheet that a coworker and me maintain. We would like to break out this sheet into different departments and have their administrative assistants maintain, update and add attachments to their sheets, thus updating the master sheet.
Is this best accomplished by setting up reports for each department? When they update theirs sheets it would automatically update the master sheet?
Thanks so much for your help and input!
Answers
-
I hope you're well and safe!
Yes, I would recommend doing it with Reports if there's no issue with access/privacy.
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.
-
I see you marked Andrée's comment as not answering your question, would you be able to elaborate?
I agree with Andrée, creating multiple Reports does seem the way to go! You would need to ensure everyone is shared to the underlying source sheet, but they should work from their own unique, filtered Report This will allow them to edit rows and attach files, which will then update the underlying master sheet.
Here's a webinar with more information: SmartStart: Reporting
Cheers,
Genevieve
Need more help? 👀 | Help and Learning Center
こんにちは (Konnichiwa), Hallo, Hola, Bonjour, Olá, Ciao! 👋 | Global Discussions
Categories
- All Categories
- 14 Welcome to the Community
- Customer Resources
- 64.6K Get Help
- 433 Global Discussions
- 136 Industry Talk
- 465 Announcements
- 4.9K Ideas & Feature Requests
- 143 Brandfolder
- 147 Just for fun
- 63 Community Job Board
- 466 Show & Tell
- 32 Member Spotlight
- 2 SmartStories
- 298 Events
- 36 Webinars
- 7.3K Forum Archives