Workflows updates

Aimee Colton
Aimee Colton ✭✭✭✭
edited 05/10/24 in Smartsheet Basics

Hello,

I wanted to know if there is functionality for the following:

I have two sheets, #1 Master and #2 Calendar. I have set up an automatic workflow: when a tick box on sheet #1 Master is ticked, a row is copied to sheet #2 Calendar.

I then realised that if I needed to update anything on #1 (after the row was copied over), the amendments were not being carried over to #2. I tried other workflows but only succeeded in creating a duplicate row on sheet #2.

Is there anything I can do to correct this? Perhaps a workflow or function that removes duplicates with the same row identifier?

Thanks😃

Answers

  • Itai Perez
    Itai Perez ✭✭✭✭✭✭

    Hi @Aimee Colton

    How many columns do you have on your sheet? I am thinking maybe you can use DataMesh if you have access to it so it will evaluate and run every set time to check and update the columns according to the identifier.

    Itai Perez

    Reporting and Project Manager

    If you found my comment helpful any reaction, Insightful, Awsome etc... would be appreciated🙂

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  • Aimee Colton
    Aimee Colton ✭✭✭✭

    Hi @Itai

    I don't think we do have access to DataMesh. Is there another way?