Auto Populate from Forms

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Hello everyone

I have created a form to gather data, from there i the sheet i've created an automation out of it to show in my dashboard. My problem is, i could not find a way that a certain column with formula updates automatically without dragging it?

Here is my formula:

=IF(AND(ISTEXT([Row ID]2), ISBLANK([Logistics Personnel - Assigned]2)), "Open", IF([Case Status]2 = "In-Progress", "In - Progress", IF([Case Status]2 = "Under 3PL / Carrier Investigation", "Under 3PL / Carrier Investigation", IF([Case Status]2 = "Awaiting for Payment", "Awaiting for Payment"))))

i want to have the autofill formula updated once a "case status" has been triggered.

thank you

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
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    Hi @Archie Villa

    Not sure I follow!

    Can you describe your process in more detail?

    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 | Workflow Consultant / CEO @ WORK BOLD

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  • Archie Villa
    Archie Villa ✭✭✭✭✭
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    Hello Andree

    I have a worksheet which i created a form. From that form, there are additional columns which is the figure below.

    Once a form is submitted, i the Admin of it will make an assignment from the columns above.

    "Case Status" will be a drop down selection, then your Helper case status is an automated fmla which is:

    =IF(AND(ISTEXT([Row ID]2), ISBLANK([Logistics Personnel - Assigned]2)), "Open", IF([Case Status]2 = "In-Progress", "In - Progress", IF([Case Status]2 = "Under 3PL / Carrier Investigation", "Under 3PL / Carrier Investigation", IF([Case Status]2 = "Awaiting for Payment", "Awaiting for Payment"))))

    My question is, once a form is submitted, i want to have the specific row to autopopulate the formula in my " Helper Case Status". Is that viable? or do i need to drag the formula once a new form is submitted?



    thank you

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
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    @Archie Villa

    Happy to help!

    Yes, it's possible. (see below for details)

    Would that work?


    The new row will be auto-filled with the formulas if there are two rows below/above with the same formulas and the same level of hierarchy.


    More details:

    If the formula structure is the same above/below the Formula Autofill will add the formula(s) automatically.

    Conditions That Trigger Formula Autofill

    You’ll see formulas populate automatically when you type in a newly inserted or blank row that is:

    • Directly between two others that contain the same formula in adjacent cells.
    • At the topmost of the sheet if it’s above two rows that have the same formula in adjacent cells. (This includes rows inserted from a form.)
    • At the bottommost of the sheet if it’s below two rows that have the same formula in adjacent cells. (This includes rows inserted from a form.)
    • Above or below a single row that is between blank rows and has formulas.

    More info: 


    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.

Help Article Resources

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