One sheet populating a master sheet.
Is it possible for one sheet be filled in with information then once saved, it will auto populate the same information onto another sheet (the master sheet)?
For example, master sheet is called "Fruits". 10 people are assigned to a different fruit. One person has their own smartsheet called "Apples" another person has a sheet called "Grapes". When they input information on their own sheets, those information will go to the "Fruits" master sheet.
Best Answers
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Yes, just use an automation set "when new row is added" with an Action of Copy Row to the Fruits sheet. You'll need to set up the automation on each of the apples, grapes, etc sheets to feed to the master sheet.
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Make sure the master sheet is in a workspace and not just in your sheets list. If it's not your sheet, you may need to be shared to the workspace.
Answers
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Yes, just use an automation set "when new row is added" with an Action of Copy Row to the Fruits sheet. You'll need to set up the automation on each of the apples, grapes, etc sheets to feed to the master sheet.
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I don't see the master sheet when trying to create an automation. I have the sheet created...
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Make sure the master sheet is in a workspace and not just in your sheets list. If it's not your sheet, you may need to be shared to the workspace.
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This worked. However, is there a way to have them moved in the same row number?
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If a user has to make changes from a row they've created in the past, it just copies it onto a different row on the master. Need it to also change on the same row number on the master.
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Not with an automation. However, if both individual sheets (apples, grapes, etc sheets) have something that's the same on both sheets such as a work order #, item #, etc or some point of reference, you could use a 3rd sheet to combine the information with index match formulas.
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To resolve that the easy way you'd need a premium add-on called Data Shuttle. You can however possibly use an INDEX MATCH formula to pull in updates. It sounds like you set up the automation to copy rows when rows are added or changed. What you'd want to do is set the automation to only copy new rows added. Then INDEX MATCH a new column on the master sheet to map over any cells that might be changed and then hide the columns which are coming over from the copy row which may be changed in the future. You're going to want to review some videos on index matching etc because what you're talking about needing to do without Data Shuttle is pretty complex...but do-able.
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I hope you're well and safe!
To add to Mike's excellent advice/answer.
- You could use an Autonumber column in the main sheet and then add a column in all of the other sheets with the number added manually, and then use cross-sheet formulas to connect the sheets.
Make sense?
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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Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
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This is great but I want it to go to a sheet in another workspace. I need it to populate a sheet in an executive workspace that resides outside of the current workspace. Seems like if I am an admin of the "from" workspace and the owner of the "to" workspace, it would be a great enhancement.
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You lost me at cross-sheet formulas to connect the sheet. More info? Thank you!
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@Andrée Starå was referring to a formula, such as the INDEX(MATCH one mentioned earlier. Here are some other Community threads that talk about cross-sheet formulas:
Need a Clear Example of Using INDEX and MATCH in lieu of HLOOKUP
Can you use 2 match criterias in an index/match formula?
Cheers,
Genevieve
