How do I move certain values from one sheet to a different sheet?

Vivre Belle

My attempt:

Step 1: Sheet #1 get populated with new values (via a form submission(s))

Step 2: When Sheet #1 has a new value/row, only certain columns get populated into Sheet #2(i.e. ID number, case name, details)

I tried the automation feature, but the whole row gets copied. I want it so that only certain information/columns get populated in the new sheet.

Is this possible?

Andrée Starå

https://community.smartsheet.com/discussion/123417/how-do-i-move-certain-values-from-one-sheet-to-a-different-sheet

Hi,

I hope you're well and safe!

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 day!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Vivre Belle

Thank you for your response! I haven't tried any of these formulas or methods before. Which method do you feel is more effective and seamless?

Andrée Starå

https://community.smartsheet.com/discussion/comment/441312#Comment_441312

Happy to help!

The simplest would be to copy the row over and hide what you don't need.

Make sense?

✅ Remember! 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!