Can information be pulled to the primary column of another sheet?

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We have a ‘central repository’ Smartsheet which lists all of our clients and pertinent client data. Each client has a unique client ID in the primary column, which is used in “Index/Match” formulas to bring specific client data to other sheets. When we add new clients to the repository, we must also manually add the client ID to all of the individual sheets (primary columns) that use the Index/Match function. Is there any way to automatically pull new client ID to the other sheets? I doubt it but am open for ideas. Thanks!

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Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
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    Hi @Mary Farmer

    I hope you're well and safe!

    Two options come to mind.

    • Premium App, Control Center to automate it entirely and more
    • You could link multiple sheets to one, so you'd only need to add the ID to one of them.

    Would any of those options 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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