Link Columns to another sheet dependent on answer to question

MedSchool607

For all exams listed on our Assessment sheet , if no incidents during the exam occur, is there a way to streamline by cross-referencing the Assessment sheet to populate specific columns in the incident report sheet instead of completing a separate report?

I'd like a user to go into the assessment sheet, scroll to the appropriate row's exam date/time and click a box "No incidents". This would copy the necessary columns for that exam into the Incident Report sheet without manually filling out the form that would have the same details.

Paul Newcome

Are you able to provide screenshots for context (sample data is fine).

MedSchool607

The Assessment calendar shows all exams. I'd like a quick checkbox next to each row to indicate acknowledgment of "No Incidents" and then those certain details pulled from the Assessment Calendar (ie, exam name, date, etc.) appear on the Incident Report sheet without having to fill out the form (also included here) manually

Paul Newcome

My suggestion would be to just use a Copy Row automation and then hide the extra columns coming over from the calendar sheet that don't need to be on the incident sheet.