Create an Entry on a worksheet based on the value of another worksheet

Jennifer Shannon

Problem Statement:  We have one sheet (we will call it, Sheet A) which records the joiners/leavers for our company.  In order to track whether the leaver employee returns his/her equipment, I wanted to create an entry with data from Sheet A on another sheet (Sheet  based on two sets of criteria from Sheet A, Type (leaver) and Job Title.  Sheet B will be used to track if/when we receive the equipment back.  Is this possible?   I looked at Linked Cells, but that doesn't seem to be a good fit.

Thanks for any ideas/guidance you may have SmartSheet experts!

Jim Hook

Since Smartsheet can't directly reference cells in another sheet within a formula the only way to do it is with links. Link the info you want to track into the tracking sheet and then you can reference it all you want.

Bobby Andres

You can use Zapier to copy the contents of a row to another sheet (or create a new sheet) when conditions are met.

 

zapier.com

Wanda T

This would be a very valuable feature, as it's been almost a year; has this functionality been considered in the latest releases?  Dislike being forced to buy add-ons (like Zapier).  

 

Today's work around, link cells of the first 100 rows in Sheet A to a new Sheet B.  In row 100 type (End of Sheet - check Sheet B formulas) - as a reminder when you get to that row.