Cross sheet links automatically update with new rows

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eceisin
eceisin ✭✭✭
edited 12/09/19 in Smartsheet Basics

I'm working on developing master sheets for my group that other researchers will link to.  They will use this information to inform capacity and resources. How do I ensure that if I've added a row to the master sheets that it automatically updates their sheets?  

 

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  • Mike Wilday
    Mike Wilday ✭✭✭✭✭✭
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    Are you serving them reports? 

  • eceisin
    eceisin ✭✭✭
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    We are just starting out and could either have them link to the main sheets or to reports.  However, the sheets all have different columns and information and when combined into a report there are multiple lines per workflow which is challenging.  Alternativly I could make a report for each sheet... does that work?  Also, can you link to reports? 

  • Mike Wilday
    Mike Wilday ✭✭✭✭✭✭
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    You can share direct links to reports by clicking on Share > then copying the link that is located in the bottom of the share panel. Note: Only people shared on the report will be able to see the report. 

    2018-07-24_15-22-02.jpg

  • Mike Wilday
    Mike Wilday ✭✭✭✭✭✭
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    You could make a report for each sheet, but in our multiple sheet workflow we've used the same columns and column titles with - when necessary - different content in the columns. The goal is to have identical column titles so that the report can merge the content from separate sheets into the same column. So while the task name might change... the column can be called task or task details. Making your columns and titles uniform in their content will help consolidate multiple sheets into a single report.