Moving attachments between sheets to one combined row
I am trying to implement a workflow using two forms each one within two sheets, each of which will have attachments.
The workflow is as follows:
Sheet 1: A Form is filled in by an internal user, and a row is created in Sheet 1 with an autogenerated rowID and has attachments.
Sheet 1: Automation requesting an update to an external user with a link to form in Sheet 2, with parameters in the URL for the form to populate data, including the rowID from Sheet 1, which is used to manage the dynamic behaviour of the external form. This form will also have attachments.
Sheet 2: Once the form is submitted, use DataMesh to copy the columns from Sheet 2 to Sheet 1, matched on the rowID, to create a unified record.
I need to copy the attachments from Sheet 2 to Sheet 1 on the match row, resulting in a unified row and all attachments on the same row in Sheet 1.
I have all the add-ons, including Bridge, but I cannot find any way to copy the attachment.
Based on my search of this Community site, I cannot find a way to do this and copying attachments does not seem to be supported. There are discussions about this but no solutions.
This is a shocking omission, in my opinion.
SmartSheet needs to implement a mechanism in Bridge and DataMesh to allow the copying of attachments.
Are there any suggestions on how to combine the attachments from these two sheets into one row?
Is there any way to use forms with dynamic fields, to update an existing row?
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Answers
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Hi Frank,
I got this idea :
- In sheet 2 : create a workflow to copy row from sheet 2 to sheet 1 once the form is submitted in sheet 2. This will copy all the data of row, include the attachment.
- In sheet 1 : create a worflow to delete (move) the old row that have same rowId, just keep the newest row.
Hope it helps.
Gia Thinh Technology - Smartsheet Solution Partner.
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@Gia Thinh Thanks for your suggestion.
Unfortunately, that will not work.
I should have included that the two forms fill in different columns.
So, if I copy the row from Sheet 2 to Sheet 1, it will not merge the rows, I will lose the attachment on Sheet 1 row.
Also, give the DataMesh, the row on Sheet 1 will be the one with all the data on it.
I need to get the attachment from Sheet 2 to Sheet 1.
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You will need to leverage the API for this one. There is no way to move an attachment to another row natively within Smartsheet.
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Thanks @Paul Newcome Do you have any examples of API code that can do this?
I have not done any API work and would appreciate any assistance. Thanks
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Here is a link to the API documentation.
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