Automatically adding info
I am trying to automate a monthly report that shows what staff member received work apparel. When someone received work apparel, they have to pay taxes on it. So I created a form for staff to fill out when they received the apparel. It has the Date Dispensed, Name, Description of the apparel and how many they took. With this information, I have created a report that will get sent to our HR department so they can figure the taxes due on the apparel. On the report, I need to have the staff's assignment number and their ID. I'm having trouble figuring out how to get the correct assignment number and ID number on the report when all I am getting from the form is their name.
Any suggestions would be appreciated.
Answers
-
404.IRL ✭Hello,@Janelle. This should be pretty straightforward. I have a couple of questions:
- Can we assume the "ID" and "Assignment Number" are stored in another Smartsheet?
- If those columns are not in another sheet, or the same, where does the data reside?
Fernando Flores|M365 Enterprise Project Manager✌️
-
Janelle ✭✭✭✭
Yes, the ID and Assignment number are stored in a Smartsheet.
Help Article Resources
Categories
There we go. The [SO] column looks like it is being manually populated which is storing the data as numerical data, but the LEFT function outputs text.<\/p>
<\/p>
Insert a column on the reference sheet and use<\/p>
=SO@row + \"//www.santa-greenland.com/community/discussion/85135/\"<\/p>
plus quote quote<\/p>
<\/p>
This will convert all entries into a text string so that data types match. You would then match on this helper column in your INDEX\/MATCH.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","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":254,"urlcode":"formulas","name":"Formulas"}]},{"discussionID":112223,"type":"question","name":"How to pull the most recent status symbol from another sheet?","excerpt":"Hello, I am trying to pull the most recent status symbol based off of the most recent date to another sheet. Basically, I am trying to get the yellow status symbol from the 20th to pull into another sheet and once someone creates a new update with the most recent date\/symbol, that symbol should be automatically updated…","snippet":"Hello, I am trying to pull the most recent status symbol based off of the most recent date to another sheet. Basically, I am trying to get the yellow status symbol from the 20th…","categoryID":322,"dateInserted":"2023-10-26T17:10:42+00:00","dateUpdated":null,"dateLastComment":"2023-10-27T20:14:26+00:00","insertUserID":169134,"insertUser":{"userID":169134,"name":"Brittaney Pizzato","url":"https:\/\/community.smartsheet.com\/profile\/Brittaney%20Pizzato","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-10-27T21:30:52+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":169134,"lastUser":{"userID":169134,"name":"Brittaney Pizzato","url":"https:\/\/community.smartsheet.com\/profile\/Brittaney%20Pizzato","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-10-27T21:30:52+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":33,"score":null,"hot":3396779108,"url":"https:\/\/community.smartsheet.com\/discussion\/112223\/how-to-pull-the-most-recent-status-symbol-from-another-sheet","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/112223\/how-to-pull-the-most-recent-status-symbol-from-another-sheet","format":"Rich","lastPost":{"discussionID":112223,"commentID":402114,"name":"Re: How to pull the most recent status symbol from another sheet?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/402114#Comment_402114","dateInserted":"2023-10-27T20:14:26+00:00","insertUserID":169134,"insertUser":{"userID":169134,"name":"Brittaney Pizzato","url":"https:\/\/community.smartsheet.com\/profile\/Brittaney%20Pizzato","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-10-27T21:30:52+00:00","banned":0,"punished":0,"private":false,"label":"✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/F30QLRHNUSZM\/image.png","urlSrcSet":{"10":"https:\/\/us.v-cdn.net\/cdn-cgi\/image\/fit=scale-down,width=10\/https:\/\/us.v-cdn.net\/6031209\/uploads\/F30QLRHNUSZM\/image.png","300":"https:\/\/us.v-cdn.net\/cdn-cgi\/image\/fit=scale-down,width=300\/https:\/\/us.v-cdn.net\/6031209\/uploads\/F30QLRHNUSZM\/image.png","800":"https:\/\/us.v-cdn.net\/cdn-cgi\/image\/fit=scale-down,width=800\/https:\/\/us.v-cdn.net\/6031209\/uploads\/F30QLRHNUSZM\/image.png","1200":"https:\/\/us.v-cdn.net\/cdn-cgi\/image\/fit=scale-down,width=1200\/https:\/\/us.v-cdn.net\/6031209\/uploads\/F30QLRHNUSZM\/image.png","1600":"https:\/\/us.v-cdn.net\/cdn-cgi\/image\/fit=scale-down,width=1600\/https:\/\/us.v-cdn.net\/6031209\/uploads\/F30QLRHNUSZM\/image.png"},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-10-26T20:42:55+00:00","dateAnswered":"2023-10-26T20:32:57+00:00","acceptedAnswers":[{"commentID":401926,"body":"
Hi @Brittaney Pizzato<\/a> - You would match the max date against the date column, and you don't need Collect in this scenario, so it could read as =INDEX({Project Health}, MATCH(MAX({Date}), {Date}, 0))<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","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":[]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&categoryID=322&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&sort=-hot&limit=3&expand%5B0%5D=all&expand%5B1%5D=-body&expand%5B2%5D=insertUser&expand%5B3%5D=lastUser&status=accepted","prevURL":null,"currentPage":1,"total":10000,"limit":3},"title":"Trending in Formulas and Functions ","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">
