Automatic Cell data input..Formula???

Charmainem3

I am polling permission via web form from 150 of our top accounts. The web form will only collect client info they would know, such as their name, account name, email, contact # and yes or no for permission. However, on our end, when that entry comes in, I need other internal info to auto populate based off the "Account name" entry. Example: If Dell says yes, "Dell" and its client info will fill the sheet. I'd like for SS to populate the rest of the row with the associated or "tied" Manger name, business unit, manger email, etc..info we would have. Whats the best way to set that?Keep in mind this is for 150 possible account values and their associated account manager names and info. Can this be done? Is it a particular formula function? Do I need a separate data sheet with the values and tie via sheet cross referencing? Please help!

Mike Wilday

You might consider using Vlookups and cross-sheet formulas to manage that content. I'd have one sheet with each of the individual clients information for those cells. Then in your other project, I would have the vlookups search that sheet and fill in the correct information as needed. 

For more on Vlookups: https://help.smartsheet.com/function/vlookup

For more on Cross sheet references: 

• https://help.smartsheet.com/videos/advanced-cross-sheet-formulas
• https://help.smartsheet.com/videos/cross-sheet-formulas
• https://www.smartsheet.com/blog/powerful-and-flexible-cross-sheet-formulas

Paul Newcome

I second Mike's suggestion. Building a table to reference with a VLOOKUP or INDEX/MATCH seems like the best route in this particular case.