How to populate unique identifier created through form submission on one sheet to other sheets?

Apologies if I'm repeating a question but I have not seen an answer. We have a Master sheet that users are inputting data through forms. Included is an auto generated unique identifier. We are also using the workflow automation to copy the entire row to separate sheets based on conditions. How can we populate specific columns on the secondary sheets using the unique identifier that is created after a form is submitted? An index/match won't work because the unique identifier does not populate on the secondary sheets when the form is submitted.

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi @Matthew Dunham

    I hope you're well and safe!

    You could add a so-called helper column with another formula-driven auto number and then connect it with the other sheet. I've also included a second method using a couple of helper sheets.

    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.

    To connect them row by row, you'd use an Autonumber Column in the Source sheet and add a so-called helper column to manually add the row id on as many rows as you think you need in the Destination sheet.

    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:[email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭

    If you are copying the row to another sheet, isn't all of the data being copied over already?

Help Article Resources

Want to practice working with formulas directly in Smartsheet?

Check out the Formula Handbook template!