Pull value from cell to a new cell, and it won't change even if source value changes

BSReid24
BSReid24 ✭✭
edited 01/07/25 in Smartsheet Basics

I will use the following as an example for my problem:

I have a pre-existing sheet ("Team Employees") where different teams record their # of employees once a month. This was used to track live staffing. The request is now to track overtime. My question is this:

Is there a way to pull the # OF EMPLOYEES for LOGISTICS from "Team Employees" Smartsheet on certain day (says the first of the month) and paste it as text in the "Logistics Employees Log". Meaning, on 01/01/2025 the # OF EMPLOYEES for the LOGISTICS row on the "Team Employees" Smartsheet, would be copied over into the 01/01/2025 row for "Logistics Employees Log" Smartsheet.

This value would need to remain the same and not change when the source cell in "Team Employees" changes.

Yes, I know they could just enter into the "Logistics Employees Log", however there is already network of sheets/dashboards and processes that staff are used to, so I am asking if this can be done first before changing things.

Answers

  • Leibel S
    Leibel S ✭✭✭✭✭✭

    You can add a date column in your team employees sheet that has a formula =TODAY()

    Then make an automation that copies the rows to the logistics sheet every month on the first

  • Jennifer Kurtz
    Jennifer Kurtz ✭✭✭✭✭✭

    Hi there-

    One idea is that you could create a "Copy Row" automation in the Team Employees sheet that would run any time the # of Employees column changes. You could copy the row to the Logistics Employee Log sheet and surface the Date Created column. Or, if you need to have the data formatted/organized in a different way, you could copy that row to a new collection sheet, and then use formulas to pull the appropriate values in to your Logistics Log.

    Does that spark any ideas for you to build your solution?

    (Happy 2025!)

    -Jen

  • If I do the automation to copy of a row, do the columns need to match?

  • Leibel S
    Leibel S ✭✭✭✭✭✭

    Yes, but you could make columns in your source sheet that match and have a formula that just references the cell with the data