Automation to copy a row to another sheet and enter data in the first cell

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I have a 'template' sheet, that contains the information I need for opening a new store. When we get the store number assigned email, I need to copy that row from the template sheet, to the New Stores Sheet, and put a store number in the main cell.

Sometimes, we have 10 or more new stores at once. It would be even better if I could add all of them with one copy, but that's a dream!

So I was hoping to have something where I put in 1 (or a list) of store numbers, and it copies that row from the template to the new stores sheet and puts the store number in the first column.

I have played with automation, but I don't see a way to do that. Maybe a form? That gets the store number(s), then copies the row?

I did search, but didn't find anything that looks like this particular need.

Thanks in advance. This group as been extremely helpful!!

Meg

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
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    Hi @megmeyer

    I hope you're well and safe!

    Do you have a template structure, or are you thinking that the sheet would be created automatically too?

    Can you elaborate?

    I hope that helps!

    Be safe, and have a fantastic week!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote 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:andree@workbold.com | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.

  • megmeyer
    megmeyer ✭✭✭
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    Thanks for the quick reply, Andree!

    I have these two screen shots of the basic structure of the template and the checklist. There are more rows under each section that actually get checked off as they get completed.

    Not sure if you need more, if you do, let me know.

    So we get an email that says store 1489 Some City is numbered and will open in Fall 2023. (or store 309 some City Relocation has been numbered and will open in Fall 2023.

    I need to copy a template row to the checklist, and give it the store number. If I CAN'T give it the store number, that's ok, I can always add that after the fact (Do that now) It is more important to me to be able to say we have 12 New stores, and get 12 copies of that template row copied to the checklist. Or we have 3 relo stores, and the same happens.

    Meg

    This is the New/Relo Stores Checklist sheet.

    This is the template sheet.


  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
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    @megmeyer

    If you add a checkbox column at the Parent level and a helper column where you add the number of checklists you need, you could have multiple Workflows that would trigger depending on the number and copy the group to the store sheet.

    Make sense?

    Would that work/help?


    Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote 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:andree@workbold.com | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.

  • megmeyer
    megmeyer ✭✭✭
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    Andree,

    I am sorry, but I don't fully follow what you are suggesting. (probably, mostly because I don't understand work flow very well at all). I'm guessing that the checkbox and helper column would be on the template sheet somehow? And the workflow would read those, and somehow copy the correct number of that template row to the checklist sheet?

    I really appreciate your help and time!

    Meg

  • Genevieve P.
    Genevieve P. Employee Admin
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    Hi @megmeyer

    Yes, I believe @Andrée Starå is referring to the Template Sheet, however your situation sounds a little more complicated.

    What I would suggest is to simply use the manual Copy Row action on the two Parent rows:

    This will then copy over all the Child rows as well. See: Copy and paste hierarchy 

    Cheers,

    Genevieve

  • megmeyer
    megmeyer ✭✭✭
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    Thank you, Genevieve! I was hoping for a way to do that, just with being able to say how many, instead of counting to 12 as I copy the template row for 12 new stores.

    I appreciate everyone's input!

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