Create a new row in Database2 when new text item is added to Database1

Adam J

In my main project log (Database1), I have a "Customer" column with a drop-down list of all existing customer names; it is NOT restricted to drop-down values only so you are able to type in new customer names as well.

I am using Database2 to assign each customer name a row to collect/sum specific data for all projects for each customer.

What I'm hoping to do in Database2 is automatically add a row when a new customer name is added to Database1 ("copy" the new customer name to the "customer" column); and not add duplicate rows should multiple projects be entered for this new customer.

 

I created a lookup table for customer names, 1st column is a list of all existing customer names, 2nd column is a checkbox to indicate they are existing.

One thought was to add "new" customer names to the 1st column here..

Another was to use this table and have hidden columns in Database1 to indicate whether the row contains an existing customer name or not...

Regardless, I don't know how to automatically move the actual new customer name (text) to Database2... 

 

Hopefully I was able to describe this clearly.  I haven't been able to find a similar topic (yet).  I'm fairly new to smarsheet, and this is my first post in the community - I appreciate any help

Thanks,

Adam

Adam J

Currently, I have an "All New Customers" row in Database2 and tally all data there (just so project count, order $, etc... is accounted for).

If it isn't possible to auto-populate a row for all new customers, looking at the functions list, could I use "COLLECT" to create a list / string of all new customer names (separated by comma's), possibly using an IF formula?  Not perfect, but it would at least give the Directors some insight to what customers our group is supporting...

J. Craig Williams

This can be done using third party tools like Zapier (www.zapier.com)

Craig