How to link cells from a form to automatically update in a separate sheet??

Gabriellenkv

I am trying to link a couple of cells from a recruitment request form into a separate candidate tracker sheet. I am using the form template to keep track of recruitment requests and a task shee to keep track of candidate procedures. I was envisioning the candidate tracking sheet automatically updating when a recruitment request form is submitted. The only cells from the recruitment request form that would auto-populate into this candidate tracking sheet is name of the company and open position. I have tried messing around with MATCH/INDEX formulas but am just wondering if there is a simpler way to do this? I am struggling with how to correctly format these formulas...

Paul Newcome

Are you able to provide screenshots for reference?

Gabriellenkv

Yes, so this is how I imagine this would work..

1.) client submits recruitment request form

2.) Form responses populate into recruitment request sheet

3.) Columns 'Row ID', 'Practice Name', and "Requested Doctor Specialty" also populate into the candidate tracking log. This way we are not having to manually add an open position to the candidate tracking sheet. The recruiter will just add lines under a position as they begin screening candidates.

I hope this helps!

Andrée Starå

Hi @Gabriellenkv

I hope you're well and safe!

You could add a Workflow combined with the copy row action and hide all the columns that are not needed in the other 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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Gabriellenkv

Can you please direct me on how to add a workflow/add a copy row action?

Andrée Starå

@Gabriellenkv

Have a look here.

https://help.smartsheet.com/learning-track/smartsheet-intermediate/move-and-copy-rows

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