Linking a row of data from one sheet to another sheet

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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.

Answers

  • Scalperjim
    Scalperjim ✭✭✭
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    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.

    -Jim

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