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birdsarentreal
Copper Contributor
Mar 14, 2025

How to pull values from a different sheet based on a checkbox

I have a list of clients and their contact information on one sheet, and an invoice template on the other. I want to pull the clients' names and email addresses into a specific field on my invoice template, and I want to be able to do that by ticking a checkbox next to whoever's name I want to include. I can pull values of specific cells  to the other sheet, so multiple sheets isn't the problem. I just don't know how to make it so I can tick a checkbox and have that pull the right information to where I need it. 

 

1 Reply

  • never version of excel have check box feature Insert > Checkbox, you can use the same to insert in you template, when the value is tick you can do xlookup

     

    If this resolves your query don't forget Mark as Solution.

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