Copy Attachment cross-sheet

saaadshaikhh

Hi All,

We currently have 3 sheets, a master where there are close to 100 columns, a helper sheet with 15 columns & a sub master with 15 columns. There are further actions from there on. Idea is, everytime there is a new row added to the master, the helper sheet looks it up using Index Match & then the row is copied to the sub-master sheet. This was, I can restrict the columns that get moved using the in-sheet automations.

However, I also need to copy the attachments for each row to the helper sheet. Is this possible with some sort of formula or linking? Not that I am aware of. Or is there any workaround to getting the same output at the end of the day, with attachments?

SmartWay360

Hi, @saaadshaikhh

You can use Workflow action Copy row. It includes also attachments to the row. More here:

https://help.smartsheet.com/articles/2479626-automatically-copy-rows-between-sheets?_gl=1*1u81fx9*_ga*MTQ0NzE4MDYxMC4xNzA0NTQ3NjYw*_ga_ZYH7XNXMZK*MTcxNTk2MjUyMi4xNDcuMS4xNzE1OTYyOTc1LjQwLjAuMA..*_gcl_au*MTgwMDQ4NTI2MC4xNzEyMjUxNTE1

If you have more questions, please, let me know.

Best,

Beata

MichaelTCA

@saaadshaikhh

You cannot copy or move specific columns.

Only rows based on conditions.

You can copy rows from a smaller sheet into a bigger one and only contain specific columns in the smaller sheet. But you can't remove columns from being transferred.

WyattMartinDale

I too had a lot of issues with moving attachments between sheets.

The only solution i was able to find was using Power automate to log the Row ID from Sheet 1 which i used to create a link to that row and then using data mesh to move that link between sheets.

Smartsheet has a lot of work to do in the way of moving attachments between sheets as this is very complicated right now.

SmartWay360

Hi, @saaadshaikhh

You can use Workflow action Copy row. It includes also attachments to the row. More here:

https://help.smartsheet.com/articles/2479626-automatically-copy-rows-between-sheets?_gl=1*1u81fx9*_ga*MTQ0NzE4MDYxMC4xNzA0NTQ3NjYw*_ga_ZYH7XNXMZK*MTcxNTk2MjUyMi4xNDcuMS4xNzE1OTYyOTc1LjQwLjAuMA..*_gcl_au*MTgwMDQ4NTI2MC4xNzEyMjUxNTE1

If you have more questions, please, let me know.

Best,

Beata

saaadshaikhh

Hi @SmartWay360 ,

Like i mentioned earlier, i have been using copy rows automation all along. However, that feature currently does not support copying only specific columns, hence I have shifted to a combination of a helper sheet & Index Match formulas, to just fetch & copy the information from the columns we need.

We have been hugely successful doing that, just the last bit with the attachment remains.

SmartWay360

Hi, @saaadshaikhh

Wouldn't it work if you copied whole row (all column) and than create report with limited number of columns?

Best,

Beata

MichaelTCA

@saaadshaikhh

You cannot copy or move specific columns.

Only rows based on conditions.

You can copy rows from a smaller sheet into a bigger one and only contain specific columns in the smaller sheet. But you can't remove columns from being transferred.