Have list of projects in sheet. Want to create a schedule sheet where each project has a row.
The Schedule sheet has dependencies enabled. If that matters. Can I put a formula in the schedule sheet which will add a corresponding record to the Projects Sheet.
So Projects has:
Project1 Project2 Project3
So I want Schedule to have:
Project1 Project2 Project3
And if I add Project4 added to Projects, I want that record to appear in Schedules. Is this possible?
Answers
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I hope you're well and safe!
You could maybe use a copy row workflow to copy the row to the schedule sheet, or you could maybe 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. (the cross-sheet method won't work with dependencies if you need the dates to come over as well)
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!
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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The issue I have is that the Project sheet has A LOT of columns. Is there a way to only move/copy select columns, as opposed to everything?
I know it's not the end of the world, that I can just hide columns, but if this is a solution that works, I have other applications for it, and I hate the idea of so many sheets having a bunch of hidden columns.
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Yes.
In short, copy the row to a helper sheet and then use cross-sheet formulas combined with either a VLOOKUP or INDEX/MATCH structure to get the values you need to another helper sheet and then copy/move the row from that sheet to the main destination sheet.
Would that work/help?
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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