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

LaDonna

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.

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

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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

@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?

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