Auto Populate from Forms

Archie Villa
Archie Villa โœญโœญโœญโœญโœญ

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"))))

image.png

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

thank you

Answers

  • Andrรฉe Starรฅ
    Andrรฉe Starรฅ Community Champion

    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,

    Andrรฉe Starรฅ | Workflow Consultant / CEO @ WORK BOLD

    โœ…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

    Andrรฉe Starรฅ | 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.

  • Archie Villa
    Archie Villa โœญโœญโœญโœญโœญ

    Hello Andree

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

    image.png

    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

  • Andrรฉe Starรฅ
    Andrรฉe Starรฅ Community Champion

    @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

    Youโ€™ll seeย formulasย populate automatically when you type in a newly inserted or blank row that is:

    • Directlyย between two othersย that contain the same formula in adjacent cells.
    • At theย topmost of the sheetย if itโ€™sย above two rowsย that have the same formula in adjacent cells. (This includes rows inserted from a form.)
    • At theย bottommost of the sheetย if itโ€™sย below two rowsย that have the same formula in adjacent cells. (This includes rows inserted from a form.)
    • Above or below a single rowย that is betweenย blankย rows and has formulas.

    More info:ย 


    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrรฉe Starรฅ | 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

Want to practice working with formulas directly in Smartsheet?

Check out the Formula Handbook template!