Link 2 sheets

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I have a webform filling in data onto a plain grid sheet. There is a column on there that has a drop down for Assigned to, and there is a column for Client name. I want to be able to transfer this data from these 2 columns to fill out another sheet. So if a job for Metricon Homes is assigned to John Smith in one sheet, then on the other sheet under John Smith he gets a new task called Metricon homes

Answers

  • Stefan
    Stefan ✭✭✭✭✭✭
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    Hi @Jeff Morren,

    not knowing what you use the second sheet for, may I ask if report can do the job? You can configure it to pull data from the first sheet only for John Smith.

    Hope this helps

    Stefan

    Smartsheet Consulting, Solution Building, Training and Support.

    Projects for Processes and for People.

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