Thinking Through Approach
I need help thinking through an approach in Smartsheet. We have a master list of questions in this "Questionnaire" excel sheet for when we do internal assessments across the different businesses in our group. Depending on the make-up of the businesses, we customize this questionnaire for each assessment. I am trying to automate this by putting in key indicators next to each question. Originally, I thought we can just use the simple column filter functionality in Excel. However, I believe there is a better way to approach this. I am imagining the scenario where a person on my team answers about 4-5 questions or (selects 4-5 indicators in a menu) and the output is the list of the exact questions we need. Any thoughts on the structure of this idea within the Smartsheet platform?
Answers
-
Hi @jidun
I hope you're well and safe!
Can you elaborate and maybe share some screenshots? (Delete/replace any confidential/sensitive information before sharing)
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, Awesome, 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.
-
Hi Andree-
Thank you for reaching out! Actually- we decided to take it a completely different direction (literally had a meeting following this post). We can close this question I had. Looking forward to explore ideas throughout this community.
Jessica
-
Excellent! Glad you solved it!
Happy to help!
✅Please support the Community by marking your post with the accepted answer/helpful. 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.
Categories
- All Categories
- 14 Welcome to the Community
- Smartsheet Customer Resources
- 62.9K Get Help
- 378 Global Discussions
- 208 Industry Talk
- 440 Announcements
- 4.5K Ideas & Feature Requests
- 139 Brandfolder
- 129 Just for fun
- 130 Community Job Board
- 449 Show & Tell
- 30 Member Spotlight
- 1 SmartStories
- 289 Events
- 33 Webinars
- 7.3K Forum Archives