Multiple Sheets

Options

Hi All,

I have created multiple sheets and assigned different individuals to carry out their tasks in their own sheet. While I have set up the automation separately in the back of each sheet to move rows once certain criteria are met and move the sheet (Job) on to its next stage and next employee.

I would like my original sheet to which I have access to see the sheet being updated as it is progressing through the different stages. I can not copy rows only as it will copy the same job (Row) multiple times as the row is being changed or added on to the master sheet.

Please advise how can other employees work on their sheets be automatically recorded on the master sheet so I can see which job (Row) is at which stage and also have an over view of the entire business and jobs in a snap shot from the master sheet.

Any help would be appreciated.

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    Options

    Hi @SarabSira

    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.
    • Another option would be to check sheet by sheet or have the automation copy rows from each sheet to a so-called helper sheet, where you'd then would collect the latest information.

    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:andree@workbold.com | P: +46 (0) - 72 - 510 99 35

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