Automated Workflow for Linked Cell Copying

Harrison Magee

I am trying to create a workflow that, when a new row is created, will copy over to another sheet. Also, when that row is updated, I would like for the changes to be automatically reflected in the second sheet. Right now, I have to link these manually, but would prefer to set up the linking in the workflow directly. Is this possible? Is there another workaround?

Andrée Starå

Hi @Harrison Magee

I hope you're well and safe!

You can use cross-sheet formulas combined with VLOOKUP or INDEX/MATCH to connect the sheets.

Make sense?

Would that work/help?

I hope that helps!

Be safe and have a fantastic week!

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 @Harrison Magee

I hope you're well and safe!

You can use cross-sheet formulas combined with VLOOKUP or INDEX/MATCH to connect the sheets.

Make sense?

Would that work/help?

I hope that helps!

Be safe and have a fantastic week!

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!

Harrison Magee

https://community.smartsheet.com/discussion/comment/289096#Comment_289096

Thanks for the kind words, you as well!

This was a helpful response and works perfectly for me. One challenge with this I encountered was that nothing in my row was a unique identifier per se -- a combination of the date and other qualifier makes it unique, but the dates change -- so it was a bit challenging to find the right row all the time.

I was able to solve this by adding a new column containing a randomly generated pseudo-serial number as the unique identifier. Hopefully this workaround helps a few other folks as well!