Automating Copying Certain Columns From One Smartsheet To Another
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
Answers
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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!
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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@Andrée Starå Yes, that will work. I don't know how to do that though. I'm new to all of this.
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@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.
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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!
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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