Copy Row Automation - Eliminating Duplicates OR keeping latest Row entry/update
Hello fellow Smartsheeters,
I am trying to capture entries from a project level RAID log and pushing them (based on specific criteria) to an Enterprise level RAID log. Specifically, any Risks or Issues that are created and updated need to be pushed to another sheet.
I am familiar and frequently use the Copy Row Automation but when a PM updates a Risk/Issue that is still open, the automation does not update the pre-existing entry; instead it adds a new entry into the sheet. Obviously, this creates multiple entries for the same item.
I have not been able to alter the automation to satisfy my request, there is no filter on the Destination Sheet for me to eliminate old entries/keep latest entry, and if I create a Report from the Destination sheet, I still run into the same issue with filters.
I could probably fiddle with some complex INDEX/MATCH formulas but in this case, it won't work. If the RAID entries were defined, then I suppose I could use a formula for this but, RAID entries fluctuate throughout the life of the project.
I could also add some manual work into the Destination Sheet and if it is reviewed monthly (for example), I could filter by Project, see the rows that are out of date, and delete them. This is the less than ideal situation.
If anyone has any experience with how to work with this issue, I am all eyes and ears!
Thanks in advance!
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