Master and Child sheets

Kegan Copas

Hi all,

Hoping someone can point me in the right direction?

I have a Candidate Recruitment Sheet where i am capturing key interview and recruitment data.

Once i am ready to hire the candidate I am wanting to have another sheet that references (from the MASTER sheet) only the candidates that are confirmed as HIRED, with only select fields from the Master sheet and then allows myself and other users to populate additional candidate personal info for payroll and tax purposes.

I have looked at the Copy workflow functionality but i dont want all of the data copied to the new sheet as it isnt all required. Thoughts on this?

Regards

Kegan

Neil Watson

Hi, I found this that might help https://community.smartsheet.com/discussion/79705/index-match-match-failure from @Mark Cronk ?

Andrée Starå

Hi @Kegan Copas

I hope you're well and safe!

To add to Neil's excellent advice/answer.

Another option could be the following.

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.

Another option would be to use so-called helper sheets. In short, copy the row to a helper sheet and then use my method described previously 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?

I hope that helps!

Be safe and have a fantastic weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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