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Interconnecting sheets/data?

Scott Beeson
Scott Beeson ✭
edited 12/09/19 in Archived 2016 Posts

We are evaluating Smartsheet as a Project Management solution.  I'm wondering if it's possible to have a sheet for "Client Contact List" and then a "Project Management" sheet that can reference it.  For instance, could I create a column called "Contact" and select from my contacts and have it auto-populate other columns such as company?

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  • Kennedy Stomps
    Kennedy Stomps Employee
    edited 06/23/16

    Hi Scott-- We don't currently offer the ability to populate columns based on the contents of columns in other sheets, but I've added your vote for this to our enhancement request list--thanks for the input.

     

    I believe that one of our top contributors here in the Community, Richard Rymill, has created a workflow using a service called Azuqua to accomplish something similar to this. If this is an integral part of your team's workflow, you might consider reaching out to Richard at richardr@smarterbusinessprocesses.com for more information! 

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  • Scott Beeson
    Scott Beeson ✭

    It's not an integral part of our workflow as we are still evaluating smartsheet.  This is very disappointing.  Even in Excel I could do a VLOOKUP and accomplish this.  Without this feature it feels like a bunch of disperate, disconnected data.

     

    Thanks for the quick reply though.

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  • Kennedy Stomps
    Kennedy Stomps Employee
    edited 06/23/16

    Hi Scott-- Happy to help. Another option, though not automated, would be to use Cell Linking to link data from a "reference" type sheet, like your Client Contact List, to an active "Project Management" sheet: http://help.smartsheet.com/customer/portal/articles/861579. Again, not the perfect solution but I realized it didn't mention it before and thought I'd put it out there!

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