Copying specific fields when conditions are met

Michał Wichowski

Dear Community,

I would like to automate migration between 2 Smartsheet's, I hope you will be able to help me.

So when formula will find in both smartsheets the same project name, I would like to copy data from specific cells to another Smartsheet's (not rows unfortunately). Do you know If such thing is possible using automate option? Or maybe power automate?

Andrée Starå

Hi @Michał Wichowski

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 week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Andrée Starå

Hi @Michał Wichowski

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 week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

Michał Wichowski

Dear Andree,

Thank you for quick reply, I managed to play with vlookap a bit, but there are 2 walls I encountered:

-I can not create vlookap formula in the Start or End date fields - do you have idea how to make workaround here?

-Vlokap is not copying the dates, only text, but I need to synchronize dates when same value will appear:

Andrée Starå

@Michał Wichowski

Happy to help!

It's because you're using the Dependencies feature. When it's activated, you can't have a formula in the Project Date columns.

Make sense?