automate transferring the latest Document Status

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

Answers

  • kj61152
    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.
    Genevieve P. Employee Admin

    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