Bring text to another sheet

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Good morning. I am trying to set up some things for my employees. I have a form for them to fill out that includes some goals of theirs and I want those goals to also go onto another sheet as well for me to track those goals for them. Is there a formula that can do this? Thanks for all help.

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
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    Hi @jchambers

    I hope you're well and safe!

    There are multiple ways to solve it.

    • You could have a Workflow on each new submission that copies the row to the other sheet.

    You could use cross-sheet formulas combined with either a VLOOKUP or INDEX/MATCH structure to connect the sheets, and when you update the source sheet, it will reflect on the destination sheet.

    Another option would be to use so-called helper sheets. In short, copy the row to a helper sheet and then use my method described previously to get the values you need to another helper sheet and then copy/move the row from that sheet to the main destination sheet.

    To connect them row by row, you'd use an Autonumber Column in the Source sheet and add a so-called helper column to manually add the row ID on as many rows as you think you need in the Destination sheet.

    Would any of those options work/help?

    I hope that helps!

    Have a fantastic weekend & Happy Holidays!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.

  • jchambers
    Options

    Thanks @Andrée Starå. Anyway, you could provide a little more detail on how to do this. I've tried both the VLOOKUP and INDEX and they come up as wrong argument, but I've never used either of these so I'm probably just doing something wrong.

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    Options

    @jchambers

    Happy to help!

    Can you share some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help.

    Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up/Awesome or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.

  • jchambers
    jchambers ✭✭
    edited 12/29/23
    Options

    Trying to get these answers to go to the below sheet.

    @Andrée Starå

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