Is there a way to automate updating one field in Smartsheet when I update another field?

Christopher Loh

I am building a headcount tracker that has Employee Name, Employee ID, Manager Name, Manager ID as some of the fields.

The Manager Name is a dropdown where I can select the Manager. Is there a way to tie the Manager Name and Manager ID fields together so that it automatically updates and populates the Manager ID when I select a specific Manager in the Manager Name field?

SoS | Dan Palenchar

Yes. Easiest way is to construct a lookup table on a separate sheet that organizes which organizes the Managers with their appropriate ID. Then use a lookup formula, either VLOOKUP or INDEX(MATCH) to pull in the value

Andrée Starå

Hi @Christopher Loh

I agree with Dan.

Here's some more information.

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

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

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

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

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SoS | Dan Palenchar

Yes. Easiest way is to construct a lookup table on a separate sheet that organizes which organizes the Managers with their appropriate ID. Then use a lookup formula, either VLOOKUP or INDEX(MATCH) to pull in the value

Andrée Starå

Hi @Christopher Loh

I agree with Dan.

Here's some more information.

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

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

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

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

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

Christopher Loh

Great. Thanks! Let me take a shot at it!

Andrée Starå

@Christopher Loh

Happy to help!

Christopher Loh

Both suggestions worked great. I also found this video tutorial which is a great example for those who are more visual learners.

https://help.smartsheet.com/learning-track/smartsheet-advanced/advanced-cross-sheet-formulas