Linking a row of data from one sheet to another sheet


I am trying to automatically bring over a row of data from one sheet to another. Here is my use case:

Sheet A is used to enter new client engagements as the deals are accepted by the client.

Sheet B is used to track our PO's.

We want to automatically add the row of information on the new project from Sheet A as a new Row in sheet B.

What is the best way to do that?

The column headers already match in the two sheets.


  • Scalperjim
    Scalperjim ✭✭✭

    I use a template from Smartsheet called Cost Tracking. It moves a row of data from the sheet 'Cost Tracking - Submitted' to 'ITS Infra Cost Tracking - Approved' when I change the 'Cost Approval Status' from Submitted to Approved. It's awesome. Maybe the template can assist you in your project? Hope this helps.


Help Article Resources

Want to practice working with formulas directly in Smartsheet?

Check out the Formula Handbook template!