Date Automation Between Two Sheets?

jlheaney

Hi All! I am wondering if this functionality is possible. I have created a sheet and once a row is populated is it copied to a new sheet for my employees. There is a 'Completion Date" field, I would like for them to complete when that task is completed. Is it possible to have the date on the sheet for them be copied back to the same field on my master sheet?

Thank you in advance!

Andrée Starå

@jlheaney

Glad we got it working!

✅Remember! Did my post help answer your question or solve your problem? Please help the Community by marking it as the accepted answer. It will make it easier for others to find a solution or help to answer!

For everyone else.

We used a cross-sheet formula with the function(s):

https://help.smartsheet.com/function/index

https://help.smartsheet.com/function/match

Something like.

=INDEX({Sheet Range 1}, MATCH([Work #]@row, {Sheet Range 2}, 0))

Andrée Starå

Hi,

Yes, we could use cross-sheet formulas and either VLOOKUP or a combination of INDEX/MATCH.

Can you describe your process in more detail and maybe share the sheet(s)/copies of 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)

Would that work?

I hope that helps!

Have a fantastic weekend & Happy Holidays!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

✅Did my post help answer your question or solve your problem? Please help the Community by marking it as the accepted answer. It will make it easier for others to find a solution or help to answer!

jlheaney

Hi Andree,

My process is when we receive a work request, I log the details into Smartsheet. After I enter the request, it is sent over to a sheet my employees can see. I would like for them to be able to interact with their sheet by indicating what date they closed their work item and what the out put was (i.e. article created/edited/archived). Ideally, once they make their update to their sheet, it will also update those same fields in my sheets. I have shared the sheets with you.

Paul Newcome

It almost seems as if Reports would work well for this...

Andrée Starå

@jlheaney

Glad we got it working!

✅Remember! Did my post help answer your question or solve your problem? Please help the Community by marking it as the accepted answer. It will make it easier for others to find a solution or help to answer!

For everyone else.

We used a cross-sheet formula with the function(s):

https://help.smartsheet.com/function/index

https://help.smartsheet.com/function/match

Something like.

=INDEX({Sheet Range 1}, MATCH([Work #]@row, {Sheet Range 2}, 0))