If checkbox is checked, add certain fields to a destination sheet

Hi there!

I am hoping for a formula/solution for a cross sheet formula. If a checked box is checked on the source file, I want to add info in 8 columns to a destination sheet. I have two software request forms (and I need to have 2 forms) however 8 columns have duplicate information. Instead of having users file out the same information on both forms (mostly contact info) I'd prefer if a checkbox is checked then all contact information is copied to the other sheet.

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi @LaDonna

    I hope you're well and safe!

    Do you have an ID or something on both sheets that we could use to connect them?

    I hope that helps!

    Have a fantastic week & Happy Holidays!

    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:[email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.

  • LaDonna
    LaDonna ✭✭

    @Andrée both sheets are forms that employees use to request access to certain software. Depending on employment status and other needs determines which form they must fill out. There isn't a field that both sheets have at the time I need the copy. Is there anyway once the checkbox is checked it triggers the copy to another sheet for specific columns or do I have to have a unique identifier?

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    @LaDonna

    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.

    Make sense?

    Would that work/help?

    Remember! 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:[email protected] | 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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