Matching Multiple items in Cells to single items in another sheet

I have an Intake Form that collects training information - employee name (data validated), date of specific training (forklift, OSHA 40 hours, DOT to start), and a file attachment with the sign-in sheet. I need to automate the update of another sheet with the information from the Intake Form. For ease of use, the Intake Form allows multiple entries for employee names. I need the "Training Tracker" to review the Intake Form and update the appropriate column with the training dates for that person without overwriting dates if a training date is left blank on the form.

Answers

  • Leroy Noriega
    Leroy Noriega ✭✭✭✭✭✭

    You can create an automation to copy row after a certain criteria is met and have it copy from the intake form to the Training Tracker.

    Leroy Noriega | Smartsheet SME | Independent Smartsheet Consultant

    Core App, Project Management and System Administrator Certified🏅

    E: leroy.noriega@yahoo.com | Linkedin Profile

Help Article Resources

Want to practice working with formulas directly in Smartsheet?

Check out the Formula Handbook template!