automation for moving specific columns
To move specific column values from my source sheet to another sheet, I can't use a lookup formula because the entries in the source sheet are constantly changing and not permanently established. In my second sheet, a new row should always be added with values from certain columns from the source sheet. The row should be copied to the second sheet when the cell "Mehraufwand" in the source sheet is not empty. I can't hide all the columns that would come along because the other sheet needs to remain compact since it involves many other areas and belongs to a different workspace.
Answers
-
Hi, Sorry. This is a frustration that many users have. You cannot specify a subset of columns when you copy or move a row to a different sheet. All of the columns go... and if they don't exist in the destination sheet, SS will create them.
The only solution that I have found that can approximate this behavior requires a manual step. In the destination sheet, you can create a form that asks for all of the data that it needs. Then, in the source sheet, you can create a column with a url link that will prepopulate the fields in the form with the appropriate values. This solution requires someone to click on the link and then submit the form. You can hide all of the fields in the form so that the user can't change them if that's a concern. But again... it requires someone to click manually.
I hope this helps.
Be well
If my response was helpful or answered your question please be sure to upvote it, mark it asawesome, or mark it as the accepted answer!
-
Hi @Sabrain
I hope you're well and safe!
This might help.
You could use cross-sheet formulas combined with either a VLOOKUP or INDEX/MATCH structure to connect the sheets, and when you update the source sheet, it will reflect on the destination sheet.
Another option would be to use so-called helper sheets. In short, copy the row to a helper sheet and then use my method described previously to get the values you need to another helper sheet and then copy/move the row from that sheet to the main destination sheet.
To connect them row by row, you'd use an Autonumber Column in the Source sheet and add a so-called helper column to manually add the row id on as many rows as you think you need in the Destination sheet.
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.
Help Article Resources
Categories
- All Categories
- 14 Welcome to the Community
- Customer Resources
- 64.8K Get Help
- 434 Global Discussions
- 138 Industry Talk
- 470 Announcements
- 4.9K Ideas & Feature Requests
- 129 Brandfolder
- 148 Just for fun
- 65 Community Job Board
- 486 Show & Tell
- 33 Member Spotlight
- 2 SmartStories
- 300 Events
- 36 Webinars
- 7.3K Forum Archives
Check out the Formula Handbook template!