Automatically import data from one sheet to another?

JPavlasek

I'm finding a few different answers but not sure which one pertains to my situation exactly. I have created a smartsheet with a form that is an application for students to apply to be a part of a team. I then have a second smartsheet where their applications will be scored. Is there a way to send certain data (not all) from the first sheet (application) automatically to the second sheet (scoring) as it comes in?

I know I can link the cells, but to my knowledge, I would have to go in and link each individual column and it wouldn't be automatic. I'd have to update manually every so often. I've also read about formulas but none of them seem to apply to my exact situation.

Is this possible or no? If so, how, please?

RickyT

You can make an automation to move rows from one sheet to another, Unfortunately it will copy over the other information but you can hide those columns on your second sheet.

1) Automation is located in top left corner

2) Create flow from template

3) Choose " Move a row to another sheet when specified criteria are met" template.

4) Follow steps to choose criteria and sheet destination.

5) That should be it, test automation once.

RickyT

You can make an automation to move rows from one sheet to another, Unfortunately it will copy over the other information but you can hide those columns on your second sheet.

1) Automation is located in top left corner

2) Create flow from template

3) Choose " Move a row to another sheet when specified criteria are met" template.

4) Follow steps to choose criteria and sheet destination.

5) That should be it, test automation once.

JPavlasek

i can definitely make that work! Thank you!

DeepeshSD

This is a great feature, choosing the "Move a row to another sheet when specified criteria are met" template from automation.

However, I believe it should only copy/move data from Sheet A to Sheet B where the column names match. Currently, it is copying other columns from Sheet A to Sheet B as well.

Is there any workaround for the same?

Kelly Cooney

https://community.smartsheet.com/discussion/comment/443009#Comment_443009

Following this because I have the same question - I do not want to move all rows, only matching column names.

DeepeshSD

https://community.smartsheet.com/discussion/comment/447961#Comment_447961

As I am also looking for a solution, meanwhile I can suggest two workarounds:

1. To avoid moving all rows:
   • Create a new checkbox column.
   • Create automation workflow when "Only the rows that are checked need to copied or moved to the destination sheet."
2. For matching column names:
   • Hide the columns that do not need to be visible in sheet