Moving selective data when original sheet is populated

User251
User251 ✭✭
edited 11/21/22 in Formulas and Functions

Hi

I have a form that populates a master sheet. How can I create a workflow that fills in a subset of columns in a second sheet after filling out a form? Smartsheet's workflow that moves a row to another sheet, unfortunately, moves a row and all of its columns.

The issue is that I cannot use INDEX COLLECT or INDEX MATCH (which requires data in the second sheet to match what's in the first sheet) since I do not know what the respondents will be entering in the form.

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Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi @User251

    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.

    Another option would be to use so-called helper sheets. In short, copy the row to a helper sheet and then use my method described previously to get the values you need to another helper sheet and then copy/move the row from that sheet to the main destination sheet.

    To connect them row by row, you'd use an Autonumber Column in the Source sheet and add a so-called helper column to manually add the row id on as many rows as you think you need in the Destination sheet.

    Would 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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  • User251
    User251 ✭✭

    Thanks, @Andrée Starå Don't functions need existing data to search in and to match? Both sheets start as blank until someone enters data.

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