Populating a Second Sheet
Comments
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Hi Matt,
There has to be something to decide what to collect from the other sheet.
Can you describe your process in more detail and maybe share the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@getdone.se)
Hope that helps!
Have a fantastic day!
Best,
Andrée Starå
Workflow Consultant / CEO @ WORK BOLD
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Matt,
The solution will depend on the specifics of what you are trying to do. There are three Smartsheet features I would look into depending on what, exactly, you are trying to accomplish:
1. If the goal us simply to move a line from Sheet 1 to the new sheet, and the new sheet never changes, you can probably go with an automated workflow.
2. If you just want the new sheet to access data from Sheet 1, cross-sheet references or cell links might be the way to go. You may need to create intermediate sheets to get the data into a format the second sheet can use.
3. If you want something to literally listen for changes to Sheet 1 and then copy specific information to a new sheet, you will most likely need to use an external app. Zapier is a good service that a lot of folks use. If you need something more customized than what they offer, it may be a job for the API and webhooks.
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