automate transferring the latest Document Status

System

This discussion was created from comments split from: New! Clear cell automated action + change cell enhancement.

kj61152

@Genevieve P.

Thanks for the helps. Didn't realized this note previously.

As you can see from the pictures I attached, 2 different department are working on their own sheet. One for DC registeration, and the other is the checklist from Engineering Dept. I would really prefer kind of collaboration automation on transferring the latest Document Status to engineering dept. is there any way to do that?

By far, the only thing I could figure out is:

1. Set up an Update Request to one team member in charge
2. This person needs manually tick a checkbox (or similar field) in the Request Form
3. Then, this checkbox will trigger the desired Automation

Any better solution?

Thanks.

KJ

Genevieve P.

Hi @kj61152

It looks like your pictures didn't load, would you be able to attach them again?

From your description it sounds like we could use a cross-sheet formula to auto-populate one cell (the Status cell) with a value from the other sheet, is that correct? This would act similar to cell-linking, using a unique identifier in each row to match the values across sheets.

Another option would potentially be to create a Report to gather the data from both sheets.

Let me know if I've misunderstood the process and I'd be happy to help further!

Cheers,

Genevieve