Copying data to a second sheet

jeannaplummer

Hi there. Ok, so I have a master sheet that is housing our full repository of FAQs and then I have another sheet that I currently have Copy Automation (from the master) that is pulling any adds/changes when the Approved column is checked. However, I'm running into an issue that now that automation is pulling duplicate records over when edits are made rather than simply updating or overwriting the previously copied row information. Is there a better way to do this or maybe another automation I can set up on the "child" sheet to at least clear out the old row when a new version comes in? The Question column will always remain the same, but the answer or other columns may be edited at any time. I have looked around and I've seen VLOOKUP, etc but 1. I'm not very familiar with using these particular formulas and 2. I'm not sure these will necessarily work for what I need, seeing as the master sheet is going to be added to often.

A second point here is if I move the checkmark from Approved to Unapproved, how do I ensure that row gets removed from the child sheet? Thanks in advance for any help here!

Andrée Starå

Hi @jeannaplummer

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.

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.

Make sense?

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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Andrée Starå

@jeannaplummer

More info.

https://help.smartsheet.com/function/vlookup

https://help.smartsheet.com/function/index

https://help.smartsheet.com/function/match

jeannaplummer

Thank you - I am getting hung up on how to only bring over rows that have the Approved column checked. I did try to do the VLOOKUP, but I don't know that it is working REALLY the way I am looking for and am a bit unclear how to use INDEX/MATCH instead.

So I need rows to copy from the source sheet to destination sheet if "Approved Internal" is checked on the source sheet....THEN, I need those rows to update on the destination sheet when they are updated on the source sheet...and FINALLY, if a row on the source sheet has the "Approved Internal" column unchecked, then that row needs to be removed from the destination sheet.

Hopefully that was clear as mud and can get me moving in a better direction?