merging attachement , comment and cell from 2 sheets + form

Cynthia Guay

HEllo,

First time in the community and first question :)

Situation :

I have 2 sheets :

First : with rental unit

Second : with my sales unit

 

Sometime i have some machine we send in rental before and after a couple of months they transform themselves into sales. 

In my sale sheet ( 2nd), the info is coming from a form.  If we keep that information coming this way …. I want the attachment from the 2nd sheet merge with the attachment from the 1st sheet ….

How can I do that … only with data shuttle or data mesh ? not sure because it won’t copy the attachement and comments and i don'T have those app yet !

 

Or if a form is coming in ( in 2nd sheet) and tgere is the same serial number in the shet , can it be merge with an existing row that I would have copy from the 1st sheet  ?

 

I keep talking about merging because we will put information in attachments from both sheets and they won’t be the same because they are from different department. So I try to think about the simplest way and to avoid manual intervention.

 

Thanks 

Andrée Starå

Hi @Cynthia Guay,

I hope you're well and safe!

The simplest solution would be to have them on two separate rows.

Otherwise, you would need to use the Smartsheet API or something similar.

Would that work/help?

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!

Andrée Starå

Hi @Cynthia Guay,

I hope you're well and safe!

The simplest solution would be to have them on two separate rows.

Otherwise, you would need to use the Smartsheet API or something similar.

Would that work/help?

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!

Cynthia Guay

Hello Andrée

Thanks for your quick answer, i will work on it. Maybe if i put the second row as a child one it can help me.

thanks

Michelle Choate 2

@Andrée Starå - When you mention using the Smartsheet API, do you mean using Bridge to merge attachments? Is that possible?