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..
Is it possible to use one form from Sheet1 to create line item in Sheet1 , Sheet2 , Sheet3 etc
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.
Best Answer
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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?
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
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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.
School of Sheets (Smartsheet Partner)
If my answer helped please accept and react w/💡Insightful, ⬆️ Vote Up, ❤️Awesome!
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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..
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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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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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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?
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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Yeah, VLOOKUP or index/match will work ,but I need to key in primary column data manually to every sheet.
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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?
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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