Best way to run a lookup when a row is added and not make it update dynamically?

Chad Miars

When a row is created in my sheet, I want to lookup an Employee's manager at the time the row was created. I have a sheet where I can lookup the manager based on the Employee. However, I don't want that to change on the row I am creating if the manager changes sometime in the future.

Is this best done in a workflow that I run when the row is created? That is where my head is, but wanted to confirm with the experts here.

Paul Newcome

I would create a separate sheet and convert this original into a "lookup" sheet. The newly created sheet would be the "working" sheet.

Run the lookup on this first sheet, then have a copy row automation set up to copy the row when the manager cell is filled in.

Have it copy the row over to the "working" sheet and run the rest of everything else from there.

Paul Newcome

I would create a separate sheet and convert this original into a "lookup" sheet. The newly created sheet would be the "working" sheet.

Run the lookup on this first sheet, then have a copy row automation set up to copy the row when the manager cell is filled in.

Have it copy the row over to the "working" sheet and run the rest of everything else from there.

Chad Miars

Thanks for the help!

Paul Newcome

Happy to help. 👍️