When a copy row automation is triggered, is there a way to only copy certain columns/cells?
When a copy row automation is triggered, is there a way to only copy certain columns/cells in that row?
I saw in a post from 2020 that this was not possible yet. Is this possible now in 2023?
Answers
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@Dr. Dan This isn't possible through an automation, but there is an add-on available that can solve this:
Darren Mullen, join the Smartsheet Guru Elite
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Author of: Smartsheet Architecture Solutions
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How do we get this add-on, and does it cost more money?
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@Dr. Dan Yes, it is sold on a subscription basis. I just saw that you scheduled a call for next week. Looking forward to telling you more about it and seeing if it is a good fit!
Darren Mullen, join the Smartsheet Guru Elite
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Author of: Smartsheet Architecture Solutions
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Hi @Dr. Dan
I hope you're well and safe!
To add to Darren's excellent advice/answer.
Here's another option.
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.
Another option would be to use so-called helper sheets. In short, copy the row to a helper sheet and then use my method described previously to get the values you need to another helper sheet and then copy/move the row from that sheet to the main destination sheet.
To connect them row by row, you'd use an Autonumber Column in the Source sheet and add a so-called helper column to manually add the row id on as many rows as you think you need in the Destination sheet.
Would that work/help?
I hope that helps!
Be safe, and have a fantastic weekend!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
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