Automatic Cell Linking

Heald33
Heald33 ✭✭
edited 03/27/24 in Smartsheet Basics

I already have an automation so that when I update the status of a project to "Shipping", it adds it to our Shipping Tracker and notifies my logistics guy. Is there a way for Smartsheet to link the "Status" cell for that row in the Shipping Tracker to the "Status" cell of our Orders Tracker, so that when the order is shipped, he can change the status and it updates everywhere?

Answers

  • Colleen Patterson
    Colleen Patterson ✭✭✭✭✭✭

    @Heald33 Does this need to be in a sheet or is it viable to use a report. My team finds that reports give the best transparency for these kinds of tasks, and those are bidirectional.

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  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi @Heald33

    I hope you're well and safe!

    To add to Colleen's excellent advice/answer. (which I agree with. If possible, use a report)

    Another option.

    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.

    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 that work/help?

    I hope that helps!

    Be safe, and have a fantastic week!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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