Copy Row Automation causing duplicates

Melissa Boehl

I am using an automation that copies rows which contain the word "submittal" into a sheet where we are tracking submittal dates for all our projects. I cannot use a report because we need to be able to publish to a calendar. Therefore, the end result must be a sheet. As most of you probably know, these dates can change quite often. Every time the date is updated in the source sheet, it copies over as a new row instead of just updating the information from the original copy thereby causing numerous entries for the same item. This is causing multiple dates for the same item and confusion all around. Is there a way to do this without manually deleting all the duplicates?

Andrée Starå

Hi @Melissa Boehl

Yes. You could use cross-sheet formulas combined with either a VLOOKUP or INDEX/MATCH structure to connect the sheets, and when you update the source sheet, it will reflect on the destination sheet.

Make sense?

Would that work/help?

I hope that helps!

Be safe and have a fantastic weekend!

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!

Andrée Starå

Hi @Melissa Boehl

Yes. You could use cross-sheet formulas combined with either a VLOOKUP or INDEX/MATCH structure to connect the sheets, and when you update the source sheet, it will reflect on the destination sheet.

Make sense?

Would that work/help?

I hope that helps!

Be safe and have a fantastic weekend!

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!

Melissa Boehl

Andree, could you provide an example of what that formula would look like?

Melissa Boehl

@Andrée Starå Is it possible you could provide an example formula I could try? I did try a few different variations of the type of formula you are describing but cannot seem to get it right. Thank you so much for your help.