Lauren Kleitz ✭✭✭✭

Overview

Overview

Roles	Member
Badges	19

About Me

About Me

Area of Expertise	Analytics & Formulas; Automation; Reporting
How I Use Smartsheet	To optimize data collection, reporting, and project management at institutions of higher education.
Linkedin	https://www.linkedin.com/in/laurenkleitz/

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Sep 17, 2020

Join Date

Feb 5, 2025

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• Activity
• Discussions
• Comments18

• Re: Populating master sheet from another sheet it produces.

  Lauren Kleitz

  08/07/24
  Instead of using a workflow to copy the items to a new sheet, have you considered using a report for the SDLT group that is filtered on the "ready for SDLT review" column and only shows tho…
  1 ·

• Re: Is this an IF THEN helper sheet or just adding a new column?

  Lauren Kleitz

  08/07/24
  Using a helper sheet and the index/match function is definitely the way to go for this situation! Here's how you would set that up! Make sure the rep column in BOTH your helper sheet and your working…
  1 ·