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Hi @SteCoxy<\/a> <\/p>

I personally would have separate sheets per-year as well. <\/p>

For the Dashboard it will depend on what you're already reporting... for example, you could either Copy\/Paste a current widget and then change the source (so you have two pieces of data in two different widgets), or you could create a Metric Sheet with two sets of formulas in two columns (one for each year) so the data appears in the same chart.<\/p>

If you're wondering how to do this, would you be able to post a screen capture of the Dashboard and of the source Sheet? (But block out sensitive data). <\/p>

Cheers,<\/p>

Genevieve<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":219,"urlcode":"Sheets","name":"Sheets"},{"tagID":265,"urlcode":"Reports","name":"Reports"},{"tagID":281,"urlcode":"Support","name":"Support"},{"tagID":292,"urlcode":"Dashboards","name":"Dashboards"},{"tagID":333,"urlcode":"Workflows in Smartsheet","name":"Workflows in Smartsheet"}]},{"discussionID":97147,"type":"discussion","name":"Salesforce Connector Use Cases","excerpt":"How have you used the Connector to achieve meaningful beneficial results in your organization? 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Hi @BethanyH<\/a>,<\/p>

My approach would be:<\/p>

  1. Create a custom form for a Survey (not using the Smartsheet)**<\/li>
  2. Create a Smartsheet where each row would have a person email address added. <\/li>
  3. Once the Smartsheet is created and saved I would use the API to automatically populate with the web link to a survey for each person.<\/li>
  4. Once the link is added I would use automation to email the person with the link to the survey.<\/li>
  5. Once they survey is filled in it would be saved back into the Smartsheet to the same row where the person contact details are entered already.<\/li><\/ol>

    ** As it's custom made form (survey) the custom design can be applied.<\/p>


    <\/p>

    Please, see below a sample that could be tweaked as per above. It's a custom web form that I created but here it asks user for their email, once the email is added the automation can send the link to finish completing the webform and if filled the results will be saved back. The URL to form can be used multiple times and will update the Smartsheet (again all of that can be customized)<\/p>

    Please, do not use your real data as anyone can see it!<\/p>

    Link to the form:<\/p>

    \n \n https:\/\/api.smartsheetdev.io\/smartsheet_form\n <\/a>\n<\/div>
Hey!!<\/p>

I like to build summary columns to summarize multiple fields in form solutions. I find some of the below functions really useful for that.<\/p>


<\/p>

\n \n https:\/\/help.smartsheet.com\/articles\/2476826-combine-text-two-or-more-cells-simple-formula\n <\/a>\n<\/div>


<\/p>

\n \n https:\/\/help.smartsheet.com\/function\/join\n <\/a>\n<\/div>
\n \n https:\/\/help.smartsheet.com\/function\/char\n <\/a>\n<\/div>


<\/p>

Alternatively, you could consider using document builder to build custom PDF's for each row.<\/p>


<\/p>

Cheers.<\/p>


<\/p>

Adam<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question","log":{"dateUpdated":"2022-11-20 20:04:22","updateUser":{"userID":155146,"name":"Alexa Blackman","url":"https:\/\/community.smartsheet.com\/profile\/Alexa%20Blackman","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-11-20T20:01:22+00:00","banned":0,"punished":0,"private":false,"label":"✭"}}},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]},{"discussionID":97945,"type":"question","name":"Is Mobile Location still a feature","excerpt":"I'm trying to find any information to get started with Mobile Location, so we can utilize it on the mobile app for inventory management and possibly getting directions from current location to a specific site. When I attempt to utilize the mobile location after watching…","categoryID":343,"dateInserted":"2022-11-18T18:33:30+00:00","dateUpdated":null,"dateLastComment":"2022-11-18T22:02:37+00:00","insertUserID":131092,"insertUser":{"userID":131092,"name":"Julie Nelson","url":"https:\/\/community.smartsheet.com\/profile\/Julie%20Nelson","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-11-18T22:06:04+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"},"updateUserID":null,"lastUserID":155157,"lastUser":{"userID":155157,"name":"Binuh800","url":"https:\/\/community.smartsheet.com\/profile\/Binuh800","photoUrl":"https:\/\/lh3.googleusercontent.com\/a\/ALm5wu2Zkq87kbdHVg-mQ6r8WdMJMKWH9A6H7RpAzcmI=s96-c","dateLastActive":"2022-11-18T22:16:54+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":4,"countViews":28,"score":null,"hot":3337607767,"url":"https:\/\/community.smartsheet.com\/discussion\/97945\/is-mobile-location-still-a-feature","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/97945\/is-mobile-location-still-a-feature","format":"Rich","lastPost":{"discussionID":97945,"commentID":351791,"name":"Re: Is Mobile Location still a feature","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/351791#Comment_351791","dateInserted":"2022-11-18T22:02:37+00:00","insertUserID":155157,"insertUser":{"userID":155157,"name":"Binuh800","url":"https:\/\/community.smartsheet.com\/profile\/Binuh800","photoUrl":"https:\/\/lh3.googleusercontent.com\/a\/ALm5wu2Zkq87kbdHVg-mQ6r8WdMJMKWH9A6H7RpAzcmI=s96-c","dateLastActive":"2022-11-18T22:16:54+00:00","banned":0,"punished":0,"private":false,"label":"✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Using Smartsheet","url":"https:\/\/community.smartsheet.com\/categories\/using-smartsheet"},{"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2022-11-18T21:49:03+00:00","dateAnswered":"2022-11-18T20:43:49+00:00","acceptedAnswers":[{"commentID":351775,"body":"

If you select the cell you want to enter the coordinates in, you should be able to select the small arrow at the bottom and then scroll down to find the location pin icon.<\/p>


<\/p>

\n
\n \n \"image.png\"<\/img><\/a>\n <\/div>\n<\/div>\n


<\/p>

\n
\n \n \"image.png\"<\/img><\/a>\n <\/div>\n<\/div>\n

<\/p>


<\/p>

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\n \n \"image.png\"<\/img><\/a>\n <\/div>\n<\/div>\n


<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question","log":{"dateUpdated":"2022-11-18 21:49:03","updateUser":{"userID":131092,"name":"Julie Nelson","url":"https:\/\/community.smartsheet.com\/profile\/Julie%20Nelson","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-11-18T22:06:04+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"}}},"bookmarked":false,"unread":false,"category":{"categoryID":343,"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]},{"discussionID":97906,"type":"question","name":"How to create a survey that will track who has responded?","excerpt":"I need to survey a group of people and we require a 100% response rate. If I just send a link to a survey form out, I can't see who has not responded. I have figured out that I can load the names of the survey pool and use an automated update request as my survey, but the update form is extremely limited in formatting…","categoryID":321,"dateInserted":"2022-11-17T18:47:46+00:00","dateUpdated":null,"dateLastComment":"2022-11-19T11:35:56+00:00","insertUserID":41896,"insertUser":{"userID":41896,"name":"BethanyH","url":"https:\/\/community.smartsheet.com\/profile\/BethanyH","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!jz1YowBYw8Q!hCDaIYxI6_Y!BUpxHtbcffC","dateLastActive":"2022-11-18T17:15:17+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":147689,"lastUser":{"userID":147689,"name":"smartsheetdev.io","url":"https:\/\/community.smartsheet.com\/profile\/smartsheetdev.io","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-11-19T22:34:37+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":35,"score":null,"hot":3337570422,"url":"https:\/\/community.smartsheet.com\/discussion\/97906\/how-to-create-a-survey-that-will-track-who-has-responded","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/97906\/how-to-create-a-survey-that-will-track-who-has-responded","format":"Rich","tagIDs":[204,206],"lastPost":{"discussionID":97906,"commentID":351811,"name":"Re: How to create a survey that will track who has responded?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/351811#Comment_351811","dateInserted":"2022-11-19T11:35:56+00:00","insertUserID":147689,"insertUser":{"userID":147689,"name":"smartsheetdev.io","url":"https:\/\/community.smartsheet.com\/profile\/smartsheetdev.io","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-11-19T22:34:37+00:00","banned":0,"punished":0,"private":false,"label":"✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Using Smartsheet","url":"https:\/\/community.smartsheet.com\/categories\/using-smartsheet"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2022-11-18T17:18:01+00:00","dateAnswered":"2022-11-18T00:13:50+00:00","acceptedAnswers":[{"commentID":351636,"body":"

Hi @BethanyH<\/a>,<\/p>

My approach would be:<\/p>

  1. Create a custom form for a Survey (not using the Smartsheet)**<\/li>
  2. Create a Smartsheet where each row would have a person email address added. <\/li>
  3. Once the Smartsheet is created and saved I would use the API to automatically populate with the web link to a survey for each person.<\/li>
  4. Once the link is added I would use automation to email the person with the link to the survey.<\/li>
  5. Once they survey is filled in it would be saved back into the Smartsheet to the same row where the person contact details are entered already.<\/li><\/ol>

    ** As it's custom made form (survey) the custom design can be applied.<\/p>


    <\/p>

    Please, see below a sample that could be tweaked as per above. It's a custom web form that I created but here it asks user for their email, once the email is added the automation can send the link to finish completing the webform and if filled the results will be saved back. The URL to form can be used multiple times and will update the Smartsheet (again all of that can be customized)<\/p>

    Please, do not use your real data as anyone can see it!<\/p>

    Link to the form:<\/p>

    \n \n https:\/\/api.smartsheetdev.io\/smartsheet_form\n <\/a>\n<\/div>