How do I reference another sheet for a specific value and it must return another cell value?

mobukuro

For example:

Source Sheet

Immediate Action Sheet

What I am trying to do in the Immediate Action Sheet is: If 'Require Immediate Action' column in the Source Sheet is a "Y", I want Case ID to populate along with the User ID.

Immediate Action Sheet - Final result

Paul Newcome

You can have the notification being sent by the original sheet and have a report pull the users that meet the criteria (or create a sheet filter).

Paul H

A report would work well for this

https://help.smartsheet.com/learning-track/smartsheet-intermediate/reports

mobukuro

Hello,

I looked at that option but I need to create an Workflow that would advise the User to take Immediate Action if one of their cases are flagged.

Paul Newcome

Why not set up the workflow from the source sheet then?

mobukuro

Hello,

The information gathered in the Intermediate Action Sheet will, also, contain metrics on the users themselves that we don't want them to see for the purposes of performance.

Paul Newcome

Within the automation itself you can set which fields are sent and which are not. This would allow you to exclude those fields you don't want sent in the notification.

mobukuro

Hello,

The problem is the users that are being evaluated are inputting data into the source sheet, as a result, we need a secondary sheet (Intermediate Action Sheet) that will pull from the source sheet to determine which users are triggering 'immediate action'.

Paul Newcome

You can have the notification being sent by the original sheet and have a report pull the users that meet the criteria (or create a sheet filter).