merging attachement , comment and cell from 2 sheets + form
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
Best Answer
-
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!
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.
Answers
-
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!
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.
-
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
-
@Andrée Starå - When you mention using the Smartsheet API, do you mean using Bridge to merge attachments? Is that possible?
Michelle Choate
michelle.choate@outlook.com
Always happy to walk through any project you need help with!
Categories
- All Categories
- 14 Welcome to the Community
- Customer Resources
- 64.5K Get Help
- 424 Global Discussions
- 136 Industry Talk
- 465 Announcements
- 4.8K Ideas & Feature Requests
- 143 Brandfolder
- 146 Just for fun
- 63 Community Job Board
- 466 Show & Tell
- 32 Member Spotlight
- 2 SmartStories
- 301 Events
- 39 Webinars
- 7.3K Forum Archives