Auto Populate Questions

Preston W.

Hello,

I am in need of some formula help.

I have a customer database that has a customer reference number attached to each customer. This data base contains the contact info, address, billing contact, etc. (New customer are sent form to fill out and is assigned an number.)

I have another database, with a form that is used for new services request. This sheet has all of the same information has the customer database plus the service request information such as number of techs needed, work details, works start and end date. The form is used by the customer to generate a new service.

My question - Is there a way to have a field on the Service Request Form, in which, the existing customer inputs their customer reference number and it auto populates the cells that are also listed on the customer database?

Goal - I'm trying to prevent existing customer from having to input their contact info, and bill to info, every time they complete a New Service Request Form.

Andrée Starå

Hi @Preston W.

I hope you're well and safe!

Yes, but it wouldn't show on the form, only in the sheet after submission.

• 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.

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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