Auto Populate from Forms
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
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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
✅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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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
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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.
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