Making sheets "Talk to each other".

robert.castleberry53921

Is there a way to copy lines from one sheet to another, and have information on the second sheet update the first without having to link all of the cells?

For instance, if I have a data sheet I am using for tasking members of the team, main sheet copies a task line to the team member's sheet just fine, but then if the team member updates, it does not reflect on the main sheet unless I individually go in and link the cells.

Also, can I lock a column in the team member's sheet so that it can not be changed... e.g. a due date.

Thanks for anyone's help.

Andrée Starå

Hi Robert,

Yes, there is.

1. You can use the copy-row automation and a combination of VLOOKUP or INDEX/MATCH to make it work.
2. Yes, you can lock a column, but the team member would need to be shared as Editor or lower.

Would that work?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

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liz.mayeux

Andree - Can you explain the Option #1 a little more? Do you have an example? Thanks

robert.castleberry53921

Hi Andree,

Thanks for your reply. Could I ask for an example of using INDEX/Match to make this work please?

Thank you.

Andrée Starå

@robert.castleberry53921 & @liz.mayeux

I'd be happy to share an example. 

Please send me an email at andree@workbold.com, and I'll share it with you.

Sarah Donnelly

Hi Andree - I'd love to learn more about Option #1 and what an example would look like too. I'll send an email to you. Thank you so much.

Sarah

sdonnelly@acvs.org

robert.castleberry53921

Thanks Andree,

Email on its way.

Andrée Starå

@robert.castleberry53921

@liz.mayeux

@sdonnelly

I've shared it with you now!

I hope that helps!

Stay safe, and have a fantastic day!

jpalacios02

Hi Andree,

I know I'm late to the forum, but could you possibly send me this as well. I am trying to have my smartsheet task list talk with my smartsheet agenda sheet. I would like for them to talk back and forth. Thank you!

-Justin