Value in one sheet create a "populate" trigger in another sheet

BESP10BESP10 ✭✭✭✭✭
edited 12/09/19 in Using Smartsheet
03/10/19 Edited 12/09/19

Good afternoon

We have a bid invite sheet that we fill out with prospective jobs (each row is a prospective job) to bid on. It has multiple columns of Data that if we decide to bid on the job would need to be transferred to our sales/estimating sheet. 

 

If we had a YES/No drop down column and we choose YES is there a way to have that row transferred to the new sheet?

 

Thanks

Comments

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi,

    Yes, almost certainly but it depends on the specifics. There are a few ways to set it up. Cell linking, cross sheet formulas and more.

    Can you describe your process in more detail and maybe share the sheet(s) or some screenshots? That would make it easier to help. (share too, [email protected])

    Hope that helps!

    Have a fantastic weekend!

    Best,

    Andrée Starå

    Workflow Consultant @ Get Done Consulting

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Hi, 



    We have something similar just a little less automated, we have several columns as checkboxes, these are all linked to conditional formatting- highlighting the full row, different colours relate to different outcomes. 



    We then right click the row number and select "Move to another sheet" subject to our chosen outcome, for example we have Project complete (which moves to an archive), Snagging (which moves to a defects sheet), In Production (Moves onto the Production schedule) etc



    This could be a simple option for you? 



    Regards 

    Stuart

  • We have a solution that does exactly this.  It is an API based solution and is fully automated. It uses a simple criteria of a column value to trigger the move.  Let me know if you want to know more

    thank you

    jacques @ smarterbusinesprocesses

  • Smartsheet has an automation, now, for moving rows based on a trigger. (eg. when the Yes/No column changes to "Yes")

    The names for each column on the bid sheet and sales/estimating sheet need to match but they don't have to be in the same order.

    Note: if you have columns on the bid sheet that are not on the sales/estimating sheet, they will be added to the far right end of the sales/estimating sheet when the row is moved over.

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