How to use master database sheet to populate certain columns in other sheets
EX: Have a master database - if a specific column with a drop down is selected- then depending on the selection we want certain data from that row to populate different sheets. In those newly populated sheets we want it to trigger automation that sends a message to field personnel to "Update Information" those fields selected for "Sheet #1". Once a specific column in "Sheet #1" is populated from the "Update Information" request-Automation sends message only with URL of form - once form submitted "Sheet #1" updates.
DATABASE SHEET A - COLUMN #7 TRIGGERS YES- COPIES CERTAIN DATA TO SHEET #1- SHEET #1 AUTOMATION SENDS UPDATE REQUEST TO FIELD-FIELD SUBMITS UPDATE-AUTOMATION SENDS MESSAGE ONLY TO VENDOR WITH URL FORM LINK TO COMPLETE-VENDOR SUBMITS-SHEET #1 UPDATES- ALL ON THE SAME ROW
We are thinking Bridge Flow may be the solution but may require a workaround in the interim. Anyone having success with this type of process flow?
Thanks
Darin
Answers
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Hi @Darin D
I hope you're well and safe!
Can you share some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help.
I hope that helps!
Be safe, and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
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Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
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Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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