Create a Column =Original sheet name ?

Anna.Morello

Hi,

I have made a "Complete sheet" where I am using automated workflow (Move to another sheet when Status= Complete) to compile all my completed tasks from a few other sheets. I would like to sort them in the new sheet by which sheet they came from. As an example, I work on a few different segments- Hospitality, Builder, etc. so these are the names of my sheets. Is there a way to create a column in the new sheet, that populates the row with the sheet name of where is came from? (Column would say "Hospitality, Builder, etc)

Thanks!

Kelly P.

@Megan Finn

You can easily populate the value using the Change Cell Value automation. When a new row is added, change the value in the "Source" column to the desired value. See help article: https://help.smartsheet.com/articles/2482299-change-cell-value-in-an-automated-workflow.

Hope this helps!

Kelly P.

@Anna.Morello

The easiest approach would be to add a column called "Source" to each of your other sheets. Populate the entire column in each sheet with its location (e.g., every row in the "Source" column within the Hospitality sheet would say "Hospitality" and every row in the "Source" column within the Builder sheet would say "Builder.") After these new columns are in place, the first time a row is moved from any sheet, the "Source" column will appear in your Complete sheet. Then you can sort rows on the "Source" column in the Complete sheet.

Hope this helps!

Megan Finn

@Anna.Morello did this work for you?

@Kelly P. is there a way to ensure this column is always populated? I don't see a function called "Source". I am doing essentially the same thing as Anna but every time a new column is inserted that row in the "Source" column is blank. A reference to the name in another column works for one cell but when I try to convert to a column formula th re is an error for syntax. Looking for a way to make this automatic.

Kelly P.

@Megan Finn

You can easily populate the value using the Change Cell Value automation. When a new row is added, change the value in the "Source" column to the desired value. See help article: https://help.smartsheet.com/articles/2482299-change-cell-value-in-an-automated-workflow.

Hope this helps!

Megan Finn

thanks @Kelly P. ! That worked after a few tries! Appreciate the response.

Kelly P.

@Megan Finn Happy to help!