Status on one sheet changes and then updates status on another sheet
Can you connect 2 sheets so that if I mark someone as complete on one sheet, it then will mark the same person on a different sheet as complete too?
I have multiple sheets with the same people on them but they are checking something different and I do not want to combine it all into 1. Right now I just have to manually update all 3 sheets I have manually so wanted to see if this can be automated instead
Answers
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Hi @arose
I hope you're well and safe!
Are all sheets identical, or is there something that is the same on all rows between the sheets?
Be safe and have a fantastic weekend!
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, Awesome, 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.
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@arose I think cell linking along with some automation will streamline your process. Are you able to make a copy of the three sheets, scrub the data, then share with me? It would be easier for me to built it into a copy of your sheets then to try to explain all the steps to complete the process. You could then use the copied sheets with the built in process as a go-by to recreate it in your sheets.
Melissa Boehl
Smartsheet Architect | TurningPoint Energy
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To add.
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.
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.
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