Is there a way to automate updating one field in Smartsheet when I update another field?
I am building a headcount tracker that has Employee Name, Employee ID, Manager Name, Manager ID as some of the fields.
The Manager Name is a dropdown where I can select the Manager. Is there a way to tie the Manager Name and Manager ID fields together so that it automatically updates and populates the Manager ID when I select a specific Manager in the Manager Name field?
Best Answers
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Yes. Easiest way is to construct a lookup table on a separate sheet that organizes which organizes the Managers with their appropriate ID. Then use a lookup formula, either VLOOKUP or INDEX(MATCH) to pull in the value
👨🏼💻 Dan Palenchar | School of Sheets Solutions Consulting | Smartsheet Aligned Gold Partner
If this helped, help me & the SSC by accepting and reacting w/ 💡insightful, ⬆️ Vote Up, and/or ❤️Awesome!
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PS - If you have a follow up response tag me @SoS | Dan Palenchar so I get notified of your reply!
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I agree with Dan.
Here's some more information.
I hope that helps!
Be safe and have a fantastic week!
Best,
Andrée Starå
Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. 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.
Answers
-
Yes. Easiest way is to construct a lookup table on a separate sheet that organizes which organizes the Managers with their appropriate ID. Then use a lookup formula, either VLOOKUP or INDEX(MATCH) to pull in the value
👨🏼💻 Dan Palenchar | School of Sheets Solutions Consulting | Smartsheet Aligned Gold Partner
If this helped, help me & the SSC by accepting and reacting w/ 💡insightful, ⬆️ Vote Up, and/or ❤️Awesome!
- 🆘 Smartsheet Consulting Inquiries: schoolofsheets.com/workwithus
- ▶️ Smartsheet Tutorial Videos: schoolofsheets.com/youtube
PS - If you have a follow up response tag me @SoS | Dan Palenchar so I get notified of your reply!
-
I agree with Dan.
Here's some more information.
I hope that helps!
Be safe and have a fantastic week!
Best,
Andrée Starå
Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. 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.
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Great. Thanks! Let me take a shot at it!
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Happy to help!
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.
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Both suggestions worked great. I also found this video tutorial which is a great example for those who are more visual learners.
https://help.smartsheet.com/learning-track/smartsheet-advanced/advanced-cross-sheet-formulas
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