Add the ability to specify the columns to copy and link from one sheet to another in the Copy Row automation.
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We have a process where tools are sent to a central depot for repair. The entire process is tracked within Smartsheet. We also have instances where a tech travels to locations to do simple repair and calibration tasks. If the tech finds a tool that needs to be sent to the depot, it would be great to have the relevant information for that tool submitted to the in-take sheet rather than having to complete their inspection form and then open the in-take sheet to add a subset of the same information there.
I have access to both and use both for other functions. I use data mesh less frequently. I haven't found it to be more useful than using formulas because of data latency challenges.
To make live data consistent between two sheets, it seems your only option is to use data mesh, but doing this creates cell links which is basically the same thing as using an index/match function to pull data over. Neither one of those options can be used for a trigger that completes a task in real time. The closest I can get is using data mesh to send the information each hour.
@lola.brooks113611 You could use a helper column that makes the unique identifier blank if it does not match the criteria, and then use that column in your DataMesh workflow. You could send data immediately but only if it meets the criteria. This would get around the hourly limit but allow you to use a criteria like you would in a report.
Sorry, I'm not following the process. Can you give me an example of how this works?
@lola.brooks113611 lets say that Row ID is your unique Lookup Value between sheets. For the source sheet, you create a helper column called DataMesh Helper, and you put a formula that returns the Row ID only if a certain criteria is met, such as Status is Active. Then, only rows that match the criteria would be added to your target sheet. This process would allow you to update your target sheet immediately, based on a criteria. So you see in my second image the lookup value would DataMesh Helper, not Row ID for the Source sheet.
It does still take a minute or so to update the target sheet, but much quicker than an hour.
Source Sheet
DataMesh Step 3
DataMesh Step 4
Thanks for the tip. I was working on something more complicated than I explained, but I was able to use a combination of actions that included your suggestion to solve my issue. I fixed the need for a formula by using datamesh to move the cell info to a second sheet and then used datamesh again to move it back to a helper column so I could use that action to archive the row of data. Thanks again!
I would like to create an automated workflow to update a specific column/field in one smartsheet when a column/field in another smartsheet is updated but it has to be for a specific row primary key record. I only see the option in workflows to copy a whole row. So it should work like this: workflow on sheeta would update sheetb when columna on sheeta is modified then find columnc data from sheeta to same column name row on sheetb and then update that rows columna
YES!!! I have numerous sheets that flow from a main sheet. Currently, when the data changes on the main sheet, I still have to go into the other sheets to change that data. This would be a huge time saver!
Hello, There is a 3rd party, Smartsheet Guru who claims to have exactly the features that would be helpful. The ability to combine a report (select specific column, apply filters etc) AND bring that data into a sheet where you can do anything you need to it. https://www.smartsheetguru.com/smartsheet-report-to-sheet/ . So apparently, this is possible, just not available from Smartsheet.
Hi @TCJ This is available as part of Smartsheet DataMesh!
For the following comment, can you provide an example of what this formula would look like?
Here's a workaround that I think hasn't been mentioned.
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.
Hi, I hope you're well and safe!
Here you go!=VLOOKUP(CellThatHaveTheValueToMatch@row,{RangeThatHaveTheValueToMatch*}, ColumnNumberWithTheValueYouWantToShow, 0)
=VLOOKUP(CellThatHaveTheValueToMatch@row,{RangeThatHaveTheValueToMatch*}, ColumnNumberWithTheValueYouWantToShow, 0)
*Where the first column is the ColumnWithTheValueToMatchAgainsTheCell
=INDEX({ColumnWithTheValueYouWantToShow}, MATCH(CellThatHaveTheValueToMatch@row,{ColumnWithTheValueToMatchAgainsTheCell}, 0) I hope that helps! Be safe, and have a fantastic day! Best,Andrée Starå | Workflow Consultant / CEO @ WORK BOLD ✅ Did my comment(s) help/answer your question or solve your problem? Please support the Community and me by marking it - Insightful 💡- Vote Up ⬆️ - Aweseome ❤️ - or/and as the accepted answer. It will make it easier for others to find a solution or help to answer! I appreciate it, thanks!
=INDEX({ColumnWithTheValueYouWantToShow}, MATCH(CellThatHaveTheValueToMatch@row,{ColumnWithTheValueToMatchAgainsTheCell}, 0)
Hi all, I've seen some confusion on this thread and wanted to step in to help clarify.
This specific Idea is gathering votes around linking cells across sheets with a workflow, while also selecting which cells to copy & link.
If you are looking to vote on the idea that is about selecting what columns/cells to copy and move to another sheet (instead of the entire row) as a COPY action (not cell-link), then please add your vote here:
Select which columns to copy or move from one sheet to another
Thank you! Genevieve
I have a form that can have up to 375+ possible inputs. This means that it creates 375 columns. That data is then transposed via indexing to about 25 columns that I care about. I then need to compile the transposed data into a new sheet (to create a running list) via copy automation. It all works EXCEPT that it copies 375+ columns which turns into a data capacity nightmare. Worst case scenario one request could create ~64,000 worth of cells, meaning 8 entries could overflow smartsheet's 500,000 cell capacity. If in the copy automation, I could just select the columns I need, it would take well over 100 entries before potentially filling up my sheet.
I've tried creating helper sheets that are linked or indexed back to the form sheet, but the copy automation won't trigger because the data is linked to another sheet (smartsheet is too afraid of circular references). I could do a time based automation, but there will be situations where the form is filled out multiple times in an hour…
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