How can I update multiple sheets
Hi Everyone,
I am using Smartsheet to manage our IT Projects and want to know how to synchronize the data from one sheet with the corresponding cells in another sheet.
Here is what I am trying to do:
- I have a sheet named "IT Projects" (projects entered via a form)
- Within the "IT Projects" sheet, I have a column named "Phase" that tracks the various phases a project will go thru; (Phase is updated via automated workflow)
- I have multiple sheets named "Department 1", "Department 2", "Department 3", etc
- When a project is initially submitted to "IT Projects", I make a copy of the row to one of the Department sheets (based on whatever department is selected in the form)
- As a project goes thru the project lifecycle, the "Phase" column in the "IT Projects" sheet will change (based on a workflow)
- How do I make sure the "Phase" cell in the Department sheet also gets updated?
I anticipate ~100 projects per year (if not more) will be added to this system.
I thought about cell linking, but that requires manual work and not sustainable.
I could probably use an API but that's a little bit over my head technically.
Does anyone have any other ideas?
thank you!
Monica
Best Answer
-
I hope you're well and safe!
If you have or add a unique ID/Autonumber, you could use cross-sheet formulas combined with either a VLOOKUP or INDEX/MATCH (recommended) structure to connect the sheets, and when you update the source sheet, it will reflect on the destination sheet.
Make sense?
Would that work/help?
I hope that helps!
Be safe, and have a fantastic weekend!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
Answers
-
I hope you're well and safe!
If you have or add a unique ID/Autonumber, you could use cross-sheet formulas combined with either a VLOOKUP or INDEX/MATCH (recommended) structure to connect the sheets, and when you update the source sheet, it will reflect on the destination sheet.
Make sense?
Would that work/help?
I hope that helps!
Be safe, and have a fantastic weekend!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
-
Hi @Andrée Starå - thank you!! Yes, this helps. I'll try it out. thanks again!
-
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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