Auto Populate cellc based on another sheet for repetitive tasks

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Hi There, I want to create a user onboarding and a user offboarding sheet based on a form that we have created for HR to fill in. The form contains the persons name, personel number, who that person reported to ,what role the person has/had and date of employment or termination. Based on what option is selected "Onboarding" or "Offboarding" secondary sheets need to be populated with a list of tasks that need to be ticked off for each of the entries on the HR form. I want to know how I can populate the sheets based on the above mentioned.

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  • Bassam Khalil
    Bassam Khalil ✭✭✭✭✭✭
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    Hi @Edward Basson

    Hope you are fine, you can do that by using the nested If function if you like, please supply a screenshot for the second sheet you need to fill the list of tasks that need to be ticked off for each of the entries ( remove any sensitive data ) and i will help you to do it.

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  • Edward Basson
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    Because the sheet is so wide I took 3 Screenshots. You will notice the line in orange, this is a copy and paste from the HR form. What I would like to see happen is the column's labeled "Description, links, or instructions" be populated every time a new entry occurs in the HR form particularly when the "Onboarding" drop down is selected. Bare in mind there is a "Employee Offboarding" Sheet that will need be populated in a similar manner.

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
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    Hi @Edward Basson

    I'd recommend using cross-sheet formulas, VLOOKUP, or INDEX/MATCH and manually add the Ticket number sequence to the structure in the other sheet.

    Something like.


    Main Sheet

    Ticket 1

    Ticket 2

    Ticket 3


    Second Sheet

    Ticket 1 - Parent (You'd only have to add the Ticket ID to the parent)

    Ticket 1 -Child 1

    Ticket 1 -Child 2

    Ticket 1 -Child 3


    Make sense?


    Would that work/help?

    I hope that helps!

    Have a fantastic week & Happy Holidays!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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