seeking to establish a cross-sheet workflow to transfer a cell value to another sheet when a drop do

Alfa

Hello,

I'm seeking to establish a cross-sheet workflow to transfer a cell value to another sheet when a drop down option is triggered. I have tried the row transfer workflow but it transfers the entire row, when I'm only seeking to transfer a select cell value in that row when triggered.

Any assistance would be greatly appreciated.

Andrée Starå

Hi @Alfa

I hope you're well and safe!

You could use cross-sheet formulas combined with either a VLOOKUP or INDEX/MATCH structure to connect the sheets, and when you update the source sheet, it will reflect on the destination sheet.

Another option would be to use so-called helper sheets. In short, copy the row to a helper sheet and then use my method described previously to get the values you need to another helper sheet and then copy/move the row from that sheet to the main destination sheet.

Would that work/help?

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Alfa

Thanks Andree. All is well!

I've tried the index/match function as an alternative to Vlookup, but I'm still running into an issue to transfer the row source cell values to the destination sheet. I get the following message "unpareseable". Any further guidance would be greatly appreciated!

Genevieve P.

Hey @Alfa

Can you post what formula you've tried along with a screen capture of your sheet (but block out sensitive data)?

Here's a Help Article that goes through how to build an INDEX(MATCH formula:

https://help.smartsheet.com/articles/2482647-cross-sheet-formula-combinations?_ga=2.198718696.671863565.1679904943-1344267203.1661520091&_gl=1*xshp3z*_ga*MTM0NDI2NzIwMy4xNjYxNTIwMDkx*_ga_ZYH7XNXMZK*MTY3OTkxODgwMy4xMi4xLjE2Nzk5MjExOTkuNjAuMC4w

Cheers,

Genevieve