Automating Cell Link
I've created a workflow to handle project requests that come in to our department. We have a master sheet where all new requests are entered (either manually or from a webform) then each of our 3 team members have an individual sheet. When the new project is assigned, the row is copied to the individual's sheet (to whom it was assigned).
Is there a way to automatically link the status and progress cell back to the master sheet so when a change is made to the individual sheet, the master sheet will change as well? I'd like to avoid having the individuals have to manually link cells every time they were assigned something.
I'd even be happy with a replace function where the whole row was copied back to the master and replaces the original row (doesn't look like that exists).
I do have approval automation set up for the status cell I'd just like to link cells as well to cover all bases.
Thanks!
Answers
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Andrée Starå ✭✭✭✭✭✭
Hi John,
Does the different requests have anything unique that identifies them?
We could maybe use that and cross-sheet formulas combined with VLOOKUP or INDEX/MATCH to link them together.
Would that work?
I hope that helps!
Have a fantastic week!
Best,
Andrée Starå
Workflow Consultant / CEO @WORK BOLD
✅Did my post help 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
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Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.
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Each project has a number, assigned sequentially in the master, that stays with the project as it is copied.
I'm going to have to look up what a VLOOKUP or INDEX/MATCH is before I can tell if it would help.
I'm a creative coming up with a technical process, so you're going to need to be gentle and speak slowly.
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Andrée Starå ✭✭✭✭✭✭
Ok.
Here's some more information. Ask away if you get stuck!
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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Did you ever get a more straightforward solution to this problem? I have the same question.
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Andrée Starå ✭✭✭✭✭✭
I hope you're well and safe!
Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too,[email protected])
I hope that helps!
Be safe and have a fantastic week!
Best,
Andrée Starå| Workflow Consultant / CEO @WORK BOLD
✅做我的帖子(s)帮助或回答你什么stion or solve your problem? Please support the Community by它深刻的/投票Up or/and as the accepted answer. 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.
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Jenna123 ✭
Hi,
I am trying to auto-populate multiple cells (Linked to show real time changes) in however many rows necessary from another sheet. The workflow should link the info on the trigger of filling in a cell value in the source sheet. Is this possible?
I understand I could set up a workflow to "move" a row, but this does not link the values, and I don't necessarily want all the columns transferred to the other sheet.
Thanks!
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Andrée Starå ✭✭✭✭✭✭
I hope you're well and safe!
Do you want to link/show the same information that's in the Main (source) sheet in another sheet (destination)?
If yes, you could use cross-sheet formulas combined with either a VLOOKUP or INDEX/MATCH structure to connect the sheets, and when you update the source sheet, it will reflect on the destination sheet.
I hope that helps!
Be safe and have a fantastic weekend!
Best,
Andrée Starå| Workflow Consultant / CEO @WORK BOLD
✅做我的帖子(s)帮助或回答你什么stion or solve your problem? Please support the Community by它深刻的/投票Up or/and as the accepted answer. 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.
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Is this possible? No.
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Andrée Starå ✭✭✭✭✭✭
I hope you're well and safe!
Yes, it's possible!
Please see below.
- If yes, you could use cross-sheet formulas combined with either a VLOOKUP or INDEX/MATCH structure to connect the sheets, and when you update the source sheet, it will reflect on the destination sheet.
Would that work/help?
I hope that helps!
Be safe and have a fantastic week!
Best,
Andrée Starå| Workflow Consultant / CEO @WORK BOLD
✅做我的帖子(s)帮助或回答你什么stion or solve your problem? Please support the Community by它深刻的/投票Up, Awesome, or/and as the accepted answer. 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.
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@Andrée Staråfair enough. The question at the start of this thread was the other way round, which isn't possible.
"Is there a way to automatically link the status and progress cell back to the master sheet so when a change is made to the individual sheet, the master sheet will change as well?"
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Andrée Starå ✭✭✭✭✭✭
That's possible as well but depends on the specific need.
A workaround would be to copy the new row to the other sheet and then use cross-sheet formulas to get the information from the other sheet.
Make sense?
Would that work?
✅Remember!做我的帖子(s)帮助或回答你什么stion or solve your problem? Please support the Community by它深刻的/投票Up/Awesome or/and as the accepted answer. 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.
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I don't know, but until Smartsheet implements a relational database back end, people are always going to be looking for workarounds to these types of issues.
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Andrée Starå ✭✭✭✭✭✭
Yes, a relational database structure would be a complete game-changer.
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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The time frame displayed is a calendar year, so for the first few months of the year the chart is fine. After a few months however, the data labels - some for 7- and 8- figure amounts - start overlapping one…","categoryID":321,"dateInserted":"2022-10-27T17:51:27+00:00","dateUpdated":null,"dateLastComment":"2022-10-28T18:50:18+00:00","insertUserID":137020,"insertUser":{"userID":137020,"name":"Jeff Jensen (LFS)","url":"https:\/\/community.smartsheet.com\/profile\/Jeff%20Jensen%20%28LFS%29","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-10-28T18:48:06+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":137020,"lastUser":{"userID":137020,"name":"Jeff Jensen (LFS)","url":"https:\/\/community.smartsheet.com\/profile\/Jeff%20Jensen%20%28LFS%29","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-10-28T18:48:06+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":11,"score":null,"hot":3333877305,"url":"https:\/\/community.smartsheet.com\/discussion\/97081\/truncate-currency-data-labels-on-dashboard-widgets","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/97081\/truncate-currency-data-labels-on-dashboard-widgets","format":"Rich","tagIDs":[292],"lastPost":{"discussionID":97081,"commentID":349194,"name":"Re: Truncate currency data labels on dashboard widgets?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/349194#Comment_349194","dateInserted":"2022-10-28T18:50:18+00:00","insertUserID":137020,"insertUser":{"userID":137020,"name":"Jeff Jensen (LFS)","url":"https:\/\/community.smartsheet.com\/profile\/Jeff%20Jensen%20%28LFS%29","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-10-28T18:48:06+00:00","banned":0,"punished":0,"private":false,"label":"✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Using Smartsheet","url":"https:\/\/community.smartsheet.com\/categories\/using-smartsheet"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2022-10-28T18:50:09+00:00","dateAnswered":"2022-10-28T16:56:38+00:00","acceptedAnswers":[{"commentID":349161,"body":" You could adjust your metrics to divide by one million then indicate on the dashboard that all figures shown are millions.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question","log":{"dateUpdated":"2022-10-28 18:50:09","updateUser":{"userID":137020,"name":"Jeff Jensen (LFS)","url":"https:\/\/community.smartsheet.com\/profile\/Jeff%20Jensen%20%28LFS%29","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-10-28T18:48:06+00:00","banned":0,"punished":0,"private":false,"label":"✭"}}},"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":292,"urlcode":"Dashboards","name":"Dashboards"}]},{"discussionID":97092,"type":"question","name":"Count Number of Closed Tickets","excerpt":"Hello, Could use some help with a formula that would count the number of closed tickets that contain a date in the date processed column. I am unsure how to make this formula work, any tips? Example Thank you, Kelly","categoryID":321,"dateInserted":"2022-10-27T19:20:35+00:00","dateUpdated":null,"dateLastComment":"2022-10-28T16:08:13+00:00","insertUserID":151995,"insertUser":{"userID":151995,"name":"Kelly R.","url":"https:\/\/community.smartsheet.com\/profile\/Kelly%20R.","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-10-28T16:06:53+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":151995,"lastUser":{"userID":151995,"name":"Kelly R.","url":"https:\/\/community.smartsheet.com\/profile\/Kelly%20R.","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-10-28T16:06:53+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":16,"score":null,"hot":3333872928,"url":"https:\/\/community.smartsheet.com\/discussion\/97092\/count-number-of-closed-tickets","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/97092\/count-number-of-closed-tickets","format":"Rich","lastPost":{"discussionID":97092,"commentID":349147,"name":"Re: Count Number of Closed Tickets","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/349147#Comment_349147","dateInserted":"2022-10-28T16:08:13+00:00","insertUserID":151995,"insertUser":{"userID":151995,"name":"Kelly R.","url":"https:\/\/community.smartsheet.com\/profile\/Kelly%20R.","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-10-28T16:06:53+00:00","banned":0,"punished":0,"private":false,"label":"✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Using Smartsheet","url":"https:\/\/community.smartsheet.com\/categories\/using-smartsheet"},{"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\/M2W77GLGBCEY\/image.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2022-10-28T16:08:29+00:00","dateAnswered":"2022-10-27T22:10:39+00:00","acceptedAnswers":[{"commentID":349061,"body":" Hi @Kelly R.<\/a> <\/p> I hope you're well and safe!<\/p> Try something like this.<\/p> =COUNTIFS([Date Processed]:[Date Processed], ISDATE(@cell))<\/p> Did that work\/help? <\/p> I hope that helps!<\/p> Be safe, and have a fantastic week!<\/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? 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