Automatically Copying Cell Data in a Row

Craig Ordmandy

How do I automatically copy "Bill to" Name, Address, City, State, & Zip information to corresponding "Jobsite" cells, when the information is the same, by simply checking a "Same As billing" Checkbox on a Form?

I tried this by using a formula on the sheet, and it worked well on the sheet but, when new "Forms" were submitted, the formula disappeared. In addition, it locked out the ability to make any modifications to the "Jobsite" cells in the Dynamic View Pop out Box.

The formula I used for copying the "Bill to" address to the "Jobsite" address is shown below. I created a similar formula for City, State, & Zip.

=IF([Same As Billing?]@row = 1, [Customer Address (Billing)]@row, "")

I'm looking for a fail safe solution (either by a Workflow or formula that won't disappear) and appreciate any help. Thank you.

Paul Newcome

You'll need another set of columns. The basic idea would be along the lines of

Bill To - City

Jobsite - City (Manual Entry)

Jobsite - City

Then in the [Jobsite - City] column your formula would be

=IF([Same As Billing?]@orw = 1, [Bill To - City]@row, [Jobsite - City (Manual Entry)]@row)

Craig Ordmandy

Paul,

Thank you for your response. The problem I am having is that when a new record is entered via Form submitted, and the submitter types in the Jobsite fields because they are different, the very next record submitted has no formulas available almost as if the previous record wiped them out. In addition, when looking at the records with the formula in Dynamic View, they are locked and cannot be over written if a mistake has been made.

Paul Newcome

Right. That's why you use an extra column. You have one that is manual entry only and one that is formula only.