How do I create an automation

Good Afternoon,

I was wondering if I could create an automation when someone updates info on one sheet and a field on anther sheet gets updated automatically? what I want is if someone updates bill paid column on Invoice Status sheet, the Bill Paid column on another sheet gets updated by itself. How do I accomplish this? common values are name of the clients (can I use approximate match since their names on different sheets are not the same format), payment amount, date in, and date out.

Thanks so much for your time and help :)

Best Answer

  • Bassam Khalil
    Bassam Khalil ✭✭✭✭✭✭
    Answer ✓

    Hi @Bryan Zheng 

    Hope you are fine, You can do that by using Cell Linking Or a direct formula Index With Match function to collect the changes directly.

    if you like to fix the formula directly on your sheet please share me as an admin on a copy of your sheets ( Source & Destination ) and i will write the exact formula for you then you can copy it to your original sheet.

    My Email for sharing :

    PMP Certified

    ☑️ Are you satisfied with my answer to your question? Please help the Community by marking it as an ( Accepted Answer), and I will be grateful for your "Vote Up" or "Insightful"


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