Can I use Index/Match for a form that uses automation?

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  • AKrebel
    AKrebel ✭✭✭
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    Hello, I have a form that multiple sites use. When they submit the report, I use automation to copy the row to their site specific workspace. I have to go back in and give disposition on each submission and I'm currently having to manually update both places. Occasionally I forget to update one or the other so is it possible to use the Index/Match formula in this case to only update in one place? I tried a formula and I'm getting the #NOMATCH response.

    Thanks!

    Amanda

  • AKrebel
    AKrebel ✭✭✭
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    I was able to get the formula to work if typed the formula to look at a specific cell. I'm thinking it may not be possible to use the Index/Match formula if the master sheet will have more rows than the separate site sheets?

  • Mike TV
    Mike TV ✭✭✭✭✭✭
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    @AKrebel

    Maybe the easiest solution is to setup your automation differently?

    I'm guessing your automation does something like "when a new row is added" "when client column = x client copy row to x sheet".

    Maybe change it to something like "when a row is changed" "when disposition column is no longer blank" copy to client sheet.

  • AKrebel
    AKrebel ✭✭✭
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    Hey Mike, unfortunately the sites need access to the information as well to update numbers as production continues to run.

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
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    Hi @AKrebel

    I hope you're well and safe!

    Would it work if the updates are made from the Site sheet(s), and then the Main sheet automatically gets updated?

    Be safe, and have a fantastic week!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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  • AKrebel
    AKrebel ✭✭✭
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    @Andrée Starå yeah that would be perfect! Is that possible with multiple site sheets rolling into 1 master?

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