Copy select cells in a row to another sheet
I have multiple Smartsheets set up to collect contract requests through forms. Each Smartsheet corresponds to a specific contract type, since each contract we use requires a unique set of data to complete. We have chosen to keep the Smartsheets individual per contract type rather than use one sheet for all contract types because combining them would result in a sheet with 100+ columns.
In order to track these requests, we have a master tracking Smartsheet that summarizes all contract progress. I'd like to set up the individual contract Smartsheets to automatically copy the relevant cells to the master tracking sheet when a new request/row is submitted (the relevant cells being from the columns that both sheets share, such as Contract Type, Project Name, and Project Number, but not the entire row).
As far as I can tell, copying a row from one Smartsheet to another requires that both sheets have identical columns, which is not the case here. Is there a way to automate specific cells in a row to copy to another sheet?
Best Answer
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Hi @James Smith
We could maybe use a VLOOKUP or a combination of the INDEX/MATCH functions to collect the information to the master sheet.
Is there anything Unique that we could use to connect the contracts?
Would that work/help?
I hope that helps!
Be safe and have a fantastic day!
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!
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.
Answers
-
Hi @James Smith
We could maybe use a VLOOKUP or a combination of the INDEX/MATCH functions to collect the information to the master sheet.
Is there anything Unique that we could use to connect the contracts?
Would that work/help?
I hope that helps!
Be safe and have a fantastic day!
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!
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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