Auto populate a sheet
Hi all!
I need help figuring out how to get smartsheet to do something. I have a cold call sheet with a list of numbers. In each row there is a lead with anywhere from 1 to 9 possible numbers for this person. I want to be able to mark each number with something like "disconnected" and have that populate another sheet which acts as a database of all the numbers I shouldn't call.
Additionally, whenever I bring in a new lead sheet, I'd like it to check against that database and mark the numbers I shouldn't call ahead of time.
Any ideas? I've tried using a workflow, but I've only been able to get it to copy an entire row of data to another sheet rather than individual cells.
Answers
-
The copy automation does copy over the entire row, but you could always hide the columns you don't need. You could build a workflow with a "Disconnected" checkbox so that it either copies or moves the rows over when checked.
To check it against the database of numbers you don't want to call you could add a column with a column formula like:
- =IFERROR(IF(MATCH([Phone Number]@row, {Do Not Call Numbers}:{Do Not Call Numbers},0)>0,"Do Not Call",""),"")
Best,
Zach Hall
Training Delivery Manager / Charter Communications
Categories
- All Categories
- 14 Welcome to the Community
- Customer Resources
- 64.7K Get Help
- 433 Global Discussions
- 136 Industry Talk
- 468 Announcements
- 4.9K Ideas & Feature Requests
- 143 Brandfolder
- 147 Just for fun
- 64 Community Job Board
- 466 Show & Tell
- 32 Member Spotlight
- 2 SmartStories
- 298 Events
- 36 Webinars
- 7.3K Forum Archives