How do I make formulas automatically carry down to the next line when a new form is submitted?

I have a sheet that is being fed by a form. I am using a vlookup to add contact data from another sheet dependent on the email of the person who submitted the form.

I want those vlookups to be added automatically to each line as new forms are submitted.

How do I do this?

Tags:

Answers

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭

    As long as there are two rows containing the formula(s) above and/or below the newly submitted row, the formulas should auto-fill into the new row.

  • @Paul Newcome

    That is what I read but that is not what is happening. I have almost 80 lines above that all have the formulas yet when a new form is submitted it is not bringing the formulas down.

    有部g that needs addressed?

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭

    Are the rows above the new form entry of the same hierarchy as well? Are there any blank rows immediately above the new row?

  • @Paul Newcome

    Yes they are all the same hierarchy. There are no parents or children in the list. Everything is on the same level.

    When I put in a test line in the form it lands right below the previous line but the formulas do not drop down.

  • @Paul Newcome


    I just did another test entry and this time it did work. I will keep an eye on it and report back if I see any inconsistencies.

  • Jwindels
    Jwindels ✭✭
    edited 09/29/20

    @Paul Newcome

    On that same topic, I have a Vlookup formula that I was able to get working and populates the fields pulling the desired information from another sheet when a particular option is chosen on the submission form. However, when the other option is chosen for that field on the form the data in those cells is overridden and Vlookup stops working for future entries.

    Example of when it works:

    =IF([Request Type]14 = "Prior Resource - See Outside Resources Sheet", (VLOOKUP([Full Name]14, {Resources Database (Demo) Range 1}, 9, false)))

    Once form submission "[Request Type] = New Resource" the user will enter the data for the fields that the Vlookup is in for Prior Resource selection.

    Then next entry will not use Vlookup formula. How do I get the entire sheet to use formula regardless of last entry?

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi@Jwindels

    You'd need to move the row before changing it, so there always are at least two rows before/after with the same formulas and structure.

    Make sense?

    Would that work/help?

    I hope that helps!

    Be safe and have a fantastic weekend!

    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 bymarking 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:[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.

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    @Jwindels

    To add.


    新行将auto-filled公式if there are two rows below/above with the same formulas and the same level of hierarchy.


    More details:

    If the formula structure is the same above/below the Formula Autofill will add the formula(s) automatically.

    Conditions That Trigger Formula Autofill

    You’ll seeformulaspopulate automatically when you type in a newly inserted or blank row that is:

    • Directlybetween two othersthat contain the same formula in adjacent cells.
    • At thetopmost of the sheetif it’sabove two rowsthat have the same formula in adjacent cells. (This includes rows inserted from a form.)
    • At thebottommost of the sheetif it’sbelow two rowsthat have the same formula in adjacent cells. (This includes rows inserted from a form.)
    • Above or below a single rowthat is betweenblankrows and has formulas.

    More info:


    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.

Ok, how about using a helper column with a 0 or 1 being input by your automation, and then use this as the trigger. So set the default on the column to 0, and if an attachment is there, leave it at 0. Then if an attachment is not there workflow will set it to 1, and that would trigger the automated workflow to run.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","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":334,"urlcode":"automations","name":"Automations"}]},{"discussionID":108286,"type":"question","name":"Configuring Predecessors in forward scheduling vs backward scheduling","excerpt":"I have a user who wants to schedule some projects in a forward-looking manner (top to bottom) and schedule other projects in a backward-looking manner (bottom to top). To explain to her how Predecessors would need to be configured in either scenario, I created the little example shown below. In the FORWARD section, the…","snippet":"I have a user who wants to schedule some projects in a forward-looking manner (top to bottom) and schedule other projects in a backward-looking manner (bottom to top). To explain…","categoryID":321,"dateInserted":"2023-07-29T00:11:14+00:00","dateUpdated":null,"dateLastComment":"2023-07-31T14:48:51+00:00","insertUserID":163593,"insertUser":{"userID":163593,"name":"George Speier","url":"https:\/\/community.smartsheet.com\/profile\/George%20Speier","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-31T18:25:01+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":163593,"lastUser":{"userID":163593,"name":"George Speier","url":"https:\/\/community.smartsheet.com\/profile\/George%20Speier","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-31T18:25:01+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":35,"score":null,"hot":3381405605,"url":"https:\/\/community.smartsheet.com\/discussion\/108286\/configuring-predecessors-in-forward-scheduling-vs-backward-scheduling","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108286\/configuring-predecessors-in-forward-scheduling-vs-backward-scheduling","format":"Rich","lastPost":{"discussionID":108286,"commentID":388026,"name":"Re: Configuring Predecessors in forward scheduling vs backward scheduling","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/388026#Comment_388026","dateInserted":"2023-07-31T14:48:51+00:00","insertUserID":163593,"insertUser":{"userID":163593,"name":"George Speier","url":"https:\/\/community.smartsheet.com\/profile\/George%20Speier","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-31T18:25:01+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":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/4M6FSYYJUAME\/predecessors2.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"predecessors2.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-07-31T14:47:57+00:00","dateAnswered":"2023-07-29T20:17:17+00:00","acceptedAnswers":[{"commentID":387957,"body":"

This has to do with how a milestone is represented (ie. a 0 day duration). If you hard type milestone without a predecessor or successor, it will show up as the beginning of that day instead of the end of the day. If you have a milestone that is following a standard finish to start logic, it will show up at the end of the previous activity. <\/p>

So, Task B4 in the backwards version is actually saying that the completion happened in the 00:00 hr of that day. if you put any activity in that has a duration and uses the start to finish relationship, that activity will naturally finish at the end of the previous day. So, to get your example above to work, the finishing task would need to be 1 day long so it takes up the full work day. I found it easier to visualize if you zoom all the way in on the gantt chart so you can see the diamond symbol of the milestone at the beginning and end of the days when used in different set ups.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","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":[]},{"discussionID":108291,"type":"question","name":"Conditional formatting in Gantt not working with dependencies","excerpt":"For some reason it seems like my conditional formatting rules aren't being applied to certain rows in the Gantt chart side of this sheet. The problem is resolved if I disable dependencies, but I need those and don't understand why this should matter since I don't have any rules related to status or % complete in the…","snippet":"For some reason it seems like my conditional formatting rules aren't being applied to certain rows in the Gantt chart side of this sheet. The problem is resolved if I disable…","categoryID":321,"dateInserted":"2023-07-29T22:50:55+00:00","dateUpdated":null,"dateLastComment":"2023-07-30T15:38:08+00:00","insertUserID":164323,"insertUser":{"userID":164323,"name":"smbailey","title":"Senior Business Systems Analyst","url":"https:\/\/community.smartsheet.com\/profile\/smbailey","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-30T15:36:49+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":164323,"lastUser":{"userID":164323,"name":"smbailey","title":"Senior Business Systems Analyst","url":"https:\/\/community.smartsheet.com\/profile\/smbailey","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-30T15:36:49+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":30,"score":null,"hot":3381404343,"url":"https:\/\/community.smartsheet.com\/discussion\/108291\/conditional-formatting-in-gantt-not-working-with-dependencies","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108291\/conditional-formatting-in-gantt-not-working-with-dependencies","format":"Rich","tagIDs":[219,319,437,439],"lastPost":{"discussionID":108291,"commentID":387971,"name":"Re: Conditional formatting in Gantt not working with dependencies","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/387971#Comment_387971","dateInserted":"2023-07-30T15:38:08+00:00","insertUserID":164323,"insertUser":{"userID":164323,"name":"smbailey","title":"Senior Business Systems Analyst","url":"https:\/\/community.smartsheet.com\/profile\/smbailey","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-30T15:36:49+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":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/4N6Y1NCLVR43\/2023-07-29-15-46-58-281-29-moving-plan-smartsheet-com.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"2023-07-29 15_46_58-(1) Moving plan - Smartsheet.com.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-07-30T15:39:24+00:00","dateAnswered":"2023-07-30T09:21:36+00:00","acceptedAnswers":[{"commentID":387967,"body":"

Hi @smbailey<\/a> <\/p>

I hope you're well and safe!<\/p>

I can't see any rows in your screenshot that should be colored differently. Parent rows can't be changed.<\/p>

Can you share more screenshots with the conditional formatting options used on a few child rows?<\/strong> (Delete\/replace any confidential\/sensitive information before sharing) That would make it easier to help. <\/p>

I hope that helps!<\/p>

Be safe, and have a fantastic weekend!<\/p>

Best,<\/p>

Andrée Starå<\/strong><\/a> | Workflow Consultant \/ CEO @ WORK BOLD<\/strong><\/a><\/p>

Did my post(s) help or answer your question or solve your problem? Please support the Community by <\/em>marking it Insightful\/Vote Up, Awesome, or\/and as the accepted answer<\/em><\/strong>. It will make it easier for others to find a solution or help to answer!<\/em><\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","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":319,"urlcode":"functionality","name":"functionality"},{"tagID":437,"urlcode":"conditional-formatting","name":"Conditional Formatting"},{"tagID":439,"urlcode":"gantt-view","name":"Gantt View"}]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&categoryID=321&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&sort=-hot&limit=3&expand%5B0%5D=all&expand%5B1%5D=-body&expand%5B2%5D=insertUser&expand%5B3%5D=lastUser&status=accepted","prevURL":null,"currentPage":1,"total":4896,"limit":3},"title":"Trending in Smartsheet Basics","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

Trending in Smartsheet Basics