Primary Column

Khari Shiver

Hello everyone,

I am using Smartsheet to manage a product database. The master sheet contains all the relevant data company wide and it automatically passes the information to specific sheets for certain regions based on automation. I created a form that allows me to add a product to the master sheet but I've run into a situation with the primary column.

The columns in the sheets are "Region (Primary)," "Region," "Department," "Item Name," and "Price." As the primary column can only be text, I duplicated the data in the "Region (Primary)" column and created a "Region" drop down list. The form I created that can be used to add a product has both "Region (Primary)" and "Region" listed. The challenge is because the "Region (Primary)" is a text field, people can enter whatever they want to. I would like to find a way to ensure the value in the "Region" field is the same as the "Region (Primary)" field. Is there a way to use logic to copy the value chosen from the dropdown list associated with "Region" to the "Region (Primary)" field?

Thank you for your help.

Heather Duff

Hi @Khari Shiver,

You should be able to enter this formula in the primary column, then set it as a column formula:

=[Region]@row

That way, it will pull the data entered by using the drop-down in the Region column and copy it into the Region (Primary) column.

Hope this helps!

Best,

Heather

Khari Shiver

@Heather D That worked! Thank you so much!

Heather Duff

Hi @Khari Shiver,

You should be able to enter this formula in the primary column, then set it as a column formula:

=[Region]@row

That way, it will pull the data entered by using the drop-down in the Region column and copy it into the Region (Primary) column.

Hope this helps!

Best,

Heather

Khari Shiver

Hello @Heather D,

Would the formula be placed in each cell all the way through the column in the master sheet or in the form associated with the sheet? I've only been using Smartsheet for a few days so I'm still learning.

Thank you.

Khari Shiver

@Heather D That worked! Thank you so much!

Heather Duff

@Khari Shiver

Welcome to the world of Smartsheet 😊

You'll want to enter that formula in one cell in the primary column, then right click on the cell and click "Convert to column formula." That will make the formula apply to every cell in that column, including new rows as they are entered via form.

Let me know if you have any other questions.