Auto populate from one sheet into blank rows on another
Hi All!
I searched for this, but couldn't find an answer. Maybe it doesn't exist!
I'm trying to set up a new dashboard for sales reps. In one sheet I will have them fill out all of their activities. I was TRYING to get them to fill out all information on one sheet to keep things simple for them. Is there a way for me to set it up so that when they fill out customer contact information, that info automatically populates into a new spreadsheet that we have just for contacts?
Maybe this is too much for a spreadsheet.
Thanks!
Comments
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Andrée Starå ✭✭✭✭✭✭Hi Katie,
Yes, it is, and there are a few different ways to accomplish it. Depending on your set-up and needs.
1. Use Cell linking to link the information from one sheet to another.
2. Use Cross-sheet Formulas
3. Use a service like Zapier or similar to copy the information from one sheet to another.
Please see the attached link/screenshot for more information.
https://help.smartsheet.com/articles/861579-cell-linking
https://help.smartsheet.com/articles/2476606-formulas-reference-data-from-other-sheets
I hope this helps you!
Best,
Andrée Starå
Workflow Consultant @ Get Done Consulting
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 about help with Smartsheet, integrations, general workflow advice, or something else entirely.
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Paul Newcome ✭✭✭✭✭✭I would lean more towards #3 of Andree's suggestions as x-sheet references and cell linking won't CREATE another row whenever a new row is added to the master sheet.
I personally haven't used Zapier, so I can't speak to it's ease of use/flexibility/capabilities, but judging by what I have seen in other posts about it, it may be the best solution for you.
10xViz
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=IF(COUNT(CHILDREN()) = COUNTIFS(CHILDREN(), @cell = \"Canceled\"), \"Canceled\", IF(COUNT(CHILDREN()) = COUNTIFS(CHILDREN(), OR(@cell = \"Complete\", @cell = \"Canceled\", @cell = \"On Hold\")), \"Complete\", IF(COUNT(CHILDREN()) = COUNTIFS(CHILDREN(), @cell = \"Not Started\"), \"Not Started\", IF(COUNTIFS(CHLDREN(), @cell = \"Upcoming\")> 0, \"Upcoming\", \"In Progress\"))))<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":219,"urlcode":"Sheets","name":"Sheets"},{"tagID":254,"urlcode":"Formulas","name":"Formulas"}]},{"discussionID":108218,"type":"question","name":"Help with \"AND\" formula","excerpt":"I'm using this formula where I want to generate the average complexity score for any projects in the year 2019 where the product is ESP. However, when I use this formula I'm getting an \"Invalid Data type\". I've confirmed all references are correct. Anyone have ideas? =AVERAGEIF(AND({Complexity Year}, \"2019\", {Product},…","snippet":"I'm using this formula where I want to generate the average complexity score for any projects in the year 2019 where the product is ESP. However, when I use this formula I'm…","categoryID":322,"dateInserted":"2023-07-27T20:23:56+00:00","dateUpdated":null,"dateLastComment":"2023-07-28T12:47:12+00:00","insertUserID":156865,"insertUser":{"userID":156865,"name":"Katie S.","url":"https:\/\/community.smartsheet.com\/profile\/Katie%20S.","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!xWDX8YmJLfc!pKNXqRG2rHs!yB3MdbY6fmJ","dateLastActive":"2023-07-28T12:44:57+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":156865,"lastUser":{"userID":156865,"name":"Katie S.","url":"https:\/\/community.smartsheet.com\/profile\/Katie%20S.","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!xWDX8YmJLfc!pKNXqRG2rHs!yB3MdbY6fmJ","dateLastActive":"2023-07-28T12:44:57+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":29,"score":null,"hot":3381039668,"url":"https:\/\/community.smartsheet.com\/discussion\/108218\/help-with-and-formula","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108218\/help-with-and-formula","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":108218,"commentID":387766,"name":"Re: Help with \"AND\" formula","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/387766#Comment_387766","dateInserted":"2023-07-28T12:47:12+00:00","insertUserID":156865,"insertUser":{"userID":156865,"name":"Katie S.","url":"https:\/\/community.smartsheet.com\/profile\/Katie%20S.","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!xWDX8YmJLfc!pKNXqRG2rHs!yB3MdbY6fmJ","dateLastActive":"2023-07-28T12:44:57+00:00","banned":0,"punished":0,"private":false,"label":"✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-07-28T12:46:42+00:00","dateAnswered":"2023-07-27T22:53:31+00:00","acceptedAnswers":[{"commentID":387693,"body":"
AVERAGEIF and AND do not play well together. Try this one, it collects all values that meet your criteria and then averages them. I am assuming {Complexity Score New} is the range with the values you would like to average.<\/p>
=AVG(COLLECT({Complexity Score New}, {Complexity Year}, \"2019\", {Product}, \"ESP\"))<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":254,"urlcode":"Formulas","name":"Formulas"}]},{"discussionID":108226,"type":"question","name":"COUNTIF and OR or IF Formula","excerpt":"I'm looking to use COUNTIF to calculate if something is the right date and then if it has meets one of the following criteria (using references). My current formula looks like this: =COUNTIFS({Despatch Report Date}, =Date8, {Despatch Report Lot Status}, \"Q\", {Despatch Report WO Status}, <99 I basically want to count if its…","snippet":"I'm looking to use COUNTIF to calculate if something is the right date and then if it has meets one of the following criteria (using references). My current formula looks like…","categoryID":322,"dateInserted":"2023-07-27T21:30:27+00:00","dateUpdated":null,"dateLastComment":"2023-07-27T22:39:47+00:00","insertUserID":146974,"insertUser":{"userID":146974,"name":"Jack Parry","url":"https:\/\/community.smartsheet.com\/profile\/Jack%20Parry","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-27T22:59:44+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":156297,"lastUser":{"userID":156297,"name":"Pat Canning","url":"https:\/\/community.smartsheet.com\/profile\/Pat%20Canning","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/5XYNMD97JXRY\/nD28D8BFM2BGU.jpg","dateLastActive":"2023-07-27T23:12:31+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":1,"countViews":32,"score":null,"hot":3380991614,"url":"https:\/\/community.smartsheet.com\/discussion\/108226\/countif-and-or-or-if-formula","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108226\/countif-and-or-or-if-formula","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":108226,"commentID":387692,"name":"Re: COUNTIF and OR or IF Formula","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/387692#Comment_387692","dateInserted":"2023-07-27T22:39:47+00:00","insertUserID":156297,"insertUser":{"userID":156297,"name":"Pat Canning","url":"https:\/\/community.smartsheet.com\/profile\/Pat%20Canning","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/5XYNMD97JXRY\/nD28D8BFM2BGU.jpg","dateLastActive":"2023-07-27T23:12:31+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-07-27T22:59:50+00:00","dateAnswered":"2023-07-27T22:39:47+00:00","acceptedAnswers":[{"commentID":387692,"body":"
Does this work?<\/p>
![\"image.png\"](\"https:\/\/us.v-cdn.net\/6031209\/uploads\/2UZI5G6FRBIB\/image.png\")
<\/img><\/a>\n <\/div>\n<\/div>\n
