Forms & Copying columns

Options

Can I trigger a sheet to insert a line item into another sheet if certain criteria are met when a form is submitted and creates a line item in the initial sheet? For example, I have an incident log sheet that is populated with line items from a form. That log has an incident classification column. If an incident is classified as a tier 2, 3, or 4, I would like that to trigger just the incident column from the incident log to populate a new line item in the Corrective Actions Tracker sheet. However, the two sheets have very different formatting and column properties, so I cannot simply use the copy rows automation.

Is what I am asking for possible? If not, has anyone found a workaround for this?

Answers

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭
    Options

    You would need to use the Copy Row automation and then hide the extra rows added by the automation.

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    Options

    Hi @Sidonia Posteuca

    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!

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.