Linking Sheets, Rows, and Cells for updates

Shane Goodhew

Hello,

Essentially what I am looking to accomplish is creating a workflow between a manager and his team around assigning files via a Master Template and the rows within the Master File being copied to each employees unique Individual Template for them to track their own files and leave comments on each file. I then want the comments in each Individual Template to automatically reflect in the Master File.

What I have been trying to do is create an Automation in the Master Template that when a new row is added and assigned to a Person, the Master Template then copies the row to the individual sheet. This part is the easy part of the process.

Then in return, when the Individual Template makes changes to the row or adds in notes I haven't been able to have the Master Template reflect these changes.

Hope that all makes sense.

Thanks for your help!

Paul Newcome

Have you looked into reports?

Andrée Starå

Hi Shane,

With a thorough throughout process and structure, I think it could work with cross-sheet formulas.

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!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

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Shane Goodhew

Thanks for the help. Is there a way to utilize the vlookup across multiple sheets? Or any suggestions that the Master Sheet should feed into 5-6 other Individual Sheets?

Shane Goodhew

I think I am going to try the reports as you mentioned.

Andrée Starå

@Shane Goodhew Happy to help!

I'd also recommend starting with a report and see if that works for your needs.

Let me know how it goes!