We use Move and Copy Row automation in many of our processes. One 'unfortunate' component of a Copy\Move action is that the ENTIRE ROW-all columns of data- must be handled in one package. Wouldn't it be great, if I could tell the automation specific columns to move forward?
Example: Copy\Move entire row out of sheet one, but only populate specified fields in sheet 2.
This would allow me to set conditions to "Pass Data Along", but not have to send all the data related to Process #1 into Process #2. Our example is a Universal Schedule, that, once a condition is met can pass along core data to several downstream schedules based on project status point being reached.
Hi @jgleason - I achieve this using Data Shuttle, although I appreciate this maybe not a helpful answer if you don't have Data Shuttle, but maybe give it a trial… I've done a video demonstrating it in action https://youtu.be/sf7zLNQRGI8
Rich Coles
Prodactive | Smartsheet-aligned Platinum partners
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This would be a very helpful feature. Oftentimes we want a row to be moved or copied to another sheet (and usually have an Automation set up to do this for us when a specific Condition is met), but we do not need all columns from the original sheet to move/copy over. This lends to our secondary sheet having unneeded data that we have to Hide. Being able to select which columns are actually moved/copied, would save time and make our secondary sheet more specific to its purpose.
For the copy/move row actions in an automated workflow, it would be nice to specify only specific columns to be copied/moved over to the destination sheet. For a lot of my sheet-to-sheet workflows, I have columns in my origin sheet which serve no purpose in the destination sheet. Even though I can hide those columns in the destination sheet, the feature would be nice to keep my destination sheet as tidy as possible.
I love the automation to move over rows automatically, but being able to choose which columns data is moved from would be ideal.
We use a sheet to track our recruitment efforts (with interview dates and other information) but when we hire someone, we don't need all the misc. dates and information to come into our current employee sheet.
Agreed - I like that I can use Datamesh to update my chosen columns across sheets, but it would be AWESOME if we could copy or move specific columns as part of an automation in the core functionality!
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Architecture Solutions Manager
Smartsheet Leader & Community Champion
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We are facing the same here in that we desperately need an easy way to copy specific row data from one sheet to another without the use of lookups and helper sheets. Would be fantastic if this was on the radar of Development!
Hey, if anybody is still looking at this thread - we're actually building a Chrome extension called Hypesheet with a "Data Sync" feature that aims to solve this exact problem!
I noticed so many comments about needing to selectively copy columns between sheets, especially in automated workflows. We're designing our extension to let you pick specific columns when transferring data, keeping your destination sheets clean and focused.
Just curious - would preserving comments and attachments during these selective transfers be important for your workflows?
We'd love to make sure we're building something that actually solves your pain points. If anyone's interested in testing early versions or providing input on the feature, feel free to reach out!
David Bernal
david@thoughtfire.studio
Founder | ThoughtFire studio
thoughtful technology for humans
Hi @David Bernal
This would be a great feature. I would say no. The areas where I need it, would only want row data to be copied. Attachments and comments are normally needed in situations when creating archive sheets, and then the current automation workflow is sufficient.
Long winded answer, but NO.
Regards,
Hannes Greyling
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