Automation: Copy cell value to another sheet
Hi, not sure whether this has been answered yet but my question is as follows:
I have a sheet, Sheet A, that stores all the projects and their information, such as Project ID, project status.
I have another sheet, Sheet B, that stores only projects that have reached a certain stage (ex. in execution).
And I just want to know if it is possible to automate copying JUST the Project ID from Sheet A over to Sheet B when it has reached the execution stage. I have tried formulas and automation but automation can only copy the entire row, when I only need the Project IDs. Also, both Sheet A and Sheet B have a different structure, hence copying the entire row would not work for me.
Would appreciate any help or suggestion with this, thanks!
Answers
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Hi @Angela Chen
I hope you're well and safe!
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.
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 support the Community by marking it Insightful/Vote Up or/and as the accepted answer. 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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Hi @Andrée Starå , thanks for the quick response.
I tried using the functions as you mentioned but those would only return the first Project ID that matches the condition, Status = In Execution. I would like to retrieve all the Project ID that meet such condition, is there another way to do it? How do I set up a function that will find the next project ID that satisfies such condition? Thanks a lot!
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Happy to help!
Yes, we'd probably need to use the COLLECT function.
Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@workbold.com)
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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Yes sure, @Andrée Starå
So I want to find a way to automate pulling the PIN from Sheet A when Project Status = Execution to Sheet B.
This is Sheet A.
This is Sheet B.
Thanks!
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Hi @Andrée Starå, would appreciate if you could share more about the COLLECT function. Do I use it inside the INDEX / MATCH function?
The formula I have tried in Sheet B but did not work was: = INDEX(Project ID range from Sheet A, MATCH("Execution", Project Status range from Sheet A, 0))
^ only retrieves the first ID that meets such condition
Thanks!
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