Looking for Autofill formula for Agile Action Sheet

Iris

Hello,

Need a formula that allows a receipients update to automatically autofill into an Agile action sheet. We are building out our WBS and don't want to be bogged down doing a lot of data entry of adding updates to our sheets all day long. So I am looking for a formula that will allow the update that a task recipient submits to automatically autofill in the task row.

Thank you

Iris

Genevieve P.

Hi @Iris

How are your users submitting these updates? It sounds like instead of a formula you could send them an Update Request type of workflow alert. This sends an email with a form link that opens a specific row in a sheet (even if they're not shared to the sheet) and allows them to enter content into certain cells. This way they can place the update in the correct location from the beginning, and you won't need a formula. This Help Article has more information on Update Requests.

If you mean that your users are updating a separate sheet and you want this second sheet to pull through the same information, you could use a cross-sheet formula to pull in data. In this instance you would need to have some sort of unique identifier to mark the matching rows between the two sheets. Then we could use an INDEX(MATCH formula.

An INDEX(MATCH works like this:

=INDEX({Column with value to return}, MATCH([Value to match]@row, {Column with value you’re looking to match in the other sheet}, 0))

Let me know if I've misunderstood what you're looking to do and I'm happy to help further. It would be useful to see a screen capture of what you're describing, but please block out sensitive data.

Cheers,

Genevieve

Iris

Hi @Genevieve P.,

Thank you so much for your help with this. You are correct, I sent a "Update Request" to myself as a test. A form was sent to me by email and I click on the update request sheet and typed in my comment and click submit. I then check my Agile sheet to see if my new updated was added and it was. In addition, as the administrator for the sheet , I received an email alerting me that an new update was added.

This is exactly was I was looking for, it works perfect. The only thing now is to train team on what to do when they receive an email update, hopefully this will not be a problem.

Thank you again for your help!

Best

Iris

Genevieve P.

Hi Iris,

That's great to hear! I'm so glad the Update Request will work for you.

Cheers,

Genevieve