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krissyalphin's avatar
krissyalphin
Copper Contributor
Sep 11, 2024

Trying to create a document that updates information based on specific information in workbook

I have a client list, some with multiple job names, requests related to job and mode of receiving said info. Those are the headings to my cells in the excel spreadsheet. What I would like to do is auto populate the information in a document that would be a running tab of correspondence for that particular job. I need to know how to copy over information(requests, mode, date) based on a particular cell (job name). Is there a formula for this. The following are images of my work so far 

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