Cross references automated

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Objective:

I am attempting to establish an automated process in Smartsheet where values from a "Date" column in a "Source" sheet are accurately copied over to a "Target" sheet. This aims to ensure that when new rows are added to the "Source" sheet, the values in the specific column are instantly replicated in the "Target" sheet.

Details:

- The column of interest solely contains date values. 

- I’m not seeking to perform any calculations such as with COUNTIFS or SUMIFS, but rather, I’m looking to transfer each value exactly as it is (1:1) from the "Source" to the "Target."

Process Needed:

I would like to set up a system where the formula, once applied, can be extended or dragged down to accommodate and automatically reflect additional entries that may be added in the future to the "Source" sheet.


Answers

  • Ryan Kramer
    Ryan Kramer ✭✭✭✭✭
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    I'm not sure if I understand completely but you could make the Target sheet have a formula column and this would apply to new records. And then you could create a workflow on the source to copy rows as needed and your columns on the target would have their respective formulas and apply as needed.

    Usually, I prefer scripting where I can read in the target sheet and make all the necessary formatting, conversions, etc and push into the target sheet. This gives me a lot of control and is easy to maintain for a large number of processes.

    Ryan

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  • VirgilT
    VirgilT ✭✭
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    I would like to create a column formula, but I am unsure how to reference cells from the target sheet without creating manual links. Could you please advise on how to achieve automated linking or referencing for the cells from the desired sheet?

  • Ryan Kramer
    Ryan Kramer ✭✭✭✭✭
    Options

    So, you can programmatically create cross sheet references like this -

    Which means you could create a reference on an interval and update the target with the reference.

    I really prefer scripting in these cases to be honest as this can get a bit cumbersome and hard to maintain.

    If you do it the scripting way, then all you need to do is watch for new records on source, do the necessary processing and upload to the destination.

    Ryan

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