Is it possible to use one form from Sheet1 to create line item in Sheet1 , Sheet2 , Sheet3 etc

Narasimhamurthy Prahaladarao

I am not able create a line item in multiple sheets with single input form. Am I missing something or this kind of feature does not really exists in Smartsheet. Experts, please advise.

Andrée Starå

https://community.smartsheet.com/discussion/comment/260384#Comment_260384

@Narasimhamurthy Prahaladarao

My method would probably work If you don't need to be able to edit the columns from the first sheet.

What do you think?

SoS | Dan Palenchar

Technically not possible, a form is associated with a single sheet. However, you could set up copy row automations on the Sheet associated with the form to reproduce the form entry on any other Sheet(s) you'd like.

I made a video showing how to achieve this, you can view it at https://youtu.be/Ah1XrCAkhUc.

This is how a simple automated workflow can be built to copy form entries to multiple Sheets.

Narasimhamurthy Prahaladarao

Hi Dan,

Yeah, I tried 'Copy Rows' in automation. But I need only certain columns to be replicated in Sheet2, 3, ... Copy Rows replicates all columns from Sheet1 into Sheet2,3..

Andrée Starå

Hi @Narasimhamurthy Prahaladarao

To add to Dan’s excellent advice.

Another option could be to use cross-sheet formulas (VLOOKUP or INDEX/MATCH) to collect the values from Sheet 1 to the other sheets.

Would that work/help?

I hope that helps!

Be safe and have a fantastic day!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Andrée Starå

https://community.smartsheet.com/discussion/comment/260384#Comment_260384

@Narasimhamurthy Prahaladarao

My method would probably work If you don't need to be able to edit the columns from the first sheet.

What do you think?

Narasimhamurthy Prahaladarao

Hi @Andrée Starå

Yeah, VLOOKUP or index/match will work ,but I need to key in primary column data manually to every sheet.

Andrée Starå

@Narasimhamurthy Prahaladarao

Excellent!

The simplest method would be to add an auto-number column in the main sheet and then add a so-called helper column in the other sheets where you add the numbers manually.

Make sense?