Automation of data in separate sheet

bproulx

Hi, new to smartsheets, so I appreciate the assistance. I am trying to make it so when the Unique ID is entered on Sheet 2, Last name and First name autopopulates to sheet 2 from sheet 1. Sheet 1 would already be filled out.

I have 2 smartsheets. Sheet one is below:

Sheet 2 is below:

Thank you.

Andrée Starå

Hi @bproulx

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.

I'd recommend using an INDEX/MATCH combination because it's more secure, flexible, and less processor hungry.

=
INDEX({ColumnWithTheValueYouWantToShow}; 
MATCH(CellThatHaveTheValueToMatch@row;{ColumnWithTheValueToMatchAgainsTheCell}; 0))

Depending on your country/region, you'll need to exchange the comma for a period and the semi-colon for a comma.

Did that 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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