How to copy a cell to another sheet when a box is checked?

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Hello all,

I'm new to Smartsheet. I'm trying to build some processes for myself and learning as I go along. I'm having trouble figuring out how to copy a cell to another sheet when a box is checked in the same row as the refence cell. I understand that I can use workflows to copy an entire row, but that just captures too much irrelevant data that I'm not interested in.

Thanks,

Andy

Answers

  • Paul McGuinness
    Paul McGuinness ✭✭✭✭✭✭
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    Hi @Andy S.

    You could use a formula in the destination cell, so it checks the 1st sheet and when it sees the appropriate box has been checked it can index match the relevant data you want and pull that across?

    It will require some sort of shared unique reference on both sheets to ensure it pulls the right cell data.

    Here's a mock up (this was created on the same sheet, so you'll need to amend the ranges to reference the other sheet, but it does work.

    The formula in the other sheet column (this would be the formula doing the work in the destination sheet)

    =IF(INDEX([Check column]:[Check column], MATCH([Row ID]@row, [Row ID]:[Row ID], 0)) = true, INDEX([Data column to be copied to other sheet]:[Data column to be copied to other sheet], MATCH([Row ID]@row, [Row ID]:[Row ID], 0)), "No data")

    and you would see this on the other sheet

    Hope that may help

    Thanks

    Paul

  • Amit Wadhwani
    Amit Wadhwani ✭✭✭✭✭✭
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    Very well explained @Paul McGuinness. That should do the job for you @Andy S.

    Best Regards

    Amit Wadhwani, Smartsheet Community Champion

    Smartsheet CoE, Ignatiuz Software, Exton, PA

    https://www.linkedin.com/in/amitinddr/


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