Automating Copying Certain Columns From One Smartsheet To Another

Benjamin O'Leary

Hello,

I currently have two Smartsheets: Sheet1 and Sheet2. I am trying to automate a process where data from Sheet1:

Will automatically copy over into Sheet2 based on Request ID every hour:

However, I only want the date fields from Sheet1 in Sheet2. Is there a simplified way to go about this? I don't have a lot of experience with formulas.

Thank You,

Ben

Andrée Starå

Hi @Benjamin O'Leary

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.

Would that work/help?

I hope that helps!

Have a fantastic week & Happy New Year!

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!

Benjamin O'Leary

@Andrée Starå Yes, that will work. I don't know how to do that though. I'm new to all of this.

Benjamin O'Leary

@Andrée Starå I tried to connect the two sheets using this formula:

=INDEX({MQMS DocInfo Request Form - COPY Range 1}, MATCH(Request_ID@row, {{MQMS DocInfo Request Form - COPY Range 2}))

And I got an UNPARSEABLE error. I don't know what I did wrong.

Andrée Starå

@Benjamin O'Leary

Try something like this.

=INDEX({MQMS DocInfo Request Form - COPY Range 1}, MATCH(Request_ID@row, {MQMS DocInfo Request Form - COPY Range 2},0))

Did that work?

✅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!