Creating a Workflow to Transfer Data from One Sheet to Another

Paolo Fernandez

I have a sheet 'A' that contains several columns, including a column called 'Country'. I have already set up a workflow to transfer whole rows to another sheet when the 'Country' cell value changes to 'Costa Rica'. However, I now need to transfer only specific cells from sheet 'A' to specific rows in column B on another sheet. How can I modify the existing workflow to accomplish this?

Andrée Starå

Hi @Paolo Fernandez

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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