Formula for automatically pulling rows of data from one sheet to another using checkbox

Stacy Meadows

Help please 🙏

I need a formula or solution for automatically pulling rows of data from one sheet to another using a checkbox...

So sheet A has a ticked checkbox, meaning I need the information from most columns in the ticked rows moving over sheet B every time a sheet A checkbox has been ticked.... (I need name about 5 columns of information passing across)

I understand I need to put a formula in sheet B ? do I put this in a particular place as I want the sheet B to automatically pull these across when sheet a has any new ticked checkboxes?

Im more less a smartsheet virgin and only just really started to use formulas. So examples will be needed lol 😂

Much appreciated

Summer

The simplest way to do this depending on how many columns are on Sheet A and Sheet B would be to use Smartsheets built in workflow for moving or copying rows of data.

Automatically Move or Copy Rows Between Sheets | Smartsheet Learning Center

https://help.smartsheet.com/articles/2479626-automatically-move-or-copy-rows-between-sheets

With the Move row and Copy row actions, you can automatically move or copy a row to another sheet when conditions

If you'd like to use a formula to only pull over the 6 cells of information and not the entire row, you'd need a unique identifier, like an Employee #, WO #, something along those lines on both Sheet A and Sheet B to use as a lookup component in the formula. You could then use a vlookup or index match formula to pull the relevant data from a cell on Sheet A into a cell on Sheet B.

Summer

The simplest way to do this depending on how many columns are on Sheet A and Sheet B would be to use Smartsheets built in workflow for moving or copying rows of data.

Automatically Move or Copy Rows Between Sheets | Smartsheet Learning Center

https://help.smartsheet.com/articles/2479626-automatically-move-or-copy-rows-between-sheets

With the Move row and Copy row actions, you can automatically move or copy a row to another sheet when conditions

If you'd like to use a formula to only pull over the 6 cells of information and not the entire row, you'd need a unique identifier, like an Employee #, WO #, something along those lines on both Sheet A and Sheet B to use as a lookup component in the formula. You could then use a vlookup or index match formula to pull the relevant data from a cell on Sheet A into a cell on Sheet B.

Andrée Starå

Hi @Stacy Meadows

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.

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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