Automate the creation of a entry in another sheet depending on a status of a cell in the source.
I have a grid that contains products which may or maynot need to be shipped to another region, I need to be able to list the products that require shipping and be able to view the status and update as needed.
Example below, shows the region the product is for, the date required to ge on site, flag if it is suppose to be shipped and the product name.
I have created a grid that has the product name (designation), shipping status, date needed, date shipped, shipped to,
The product name, date needed and shipped to would pull from the source, the other entries would be updated manually or some form of automation or conditional formatting.
How would I have the three entries auto populate the ship grid or another way of doing it?
Thanks
Answers
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You could either use the automated copy row workflow or cross-sheet formula and VLOOKUP or INDEX/MATCH.
Make sense?
Would any of those options work/help?
I hope that helps!
Be safe and have a fantastic week!
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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Thank you, do you know of a way of only coping select cells from the row to the new sheet?
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Happy to help!
Unfortunately, it's not possible at the moment to select cells, but it's an excellent idea!
Please submit an Enhancement Request when you have a moment
Wouldn't it work with cross-sheet formulas?
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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