Automation Workflow Question

ashleegeissert

Does Smartsheet have the functionality to move pre-identified fields from one Smartsheet to another based on rules? We know that this is possible for the entire row through automation workflows.

Matt Lynn-PCG

@ashleegeissert Full rows only… unless you want to use a formula on the destination to pull in the value.

Can do more with a Bridge automation if you have Bridge, but I assume not… few people do.

Andrée Starå

https://community.smartsheet.com/discussion/129984/automation-workflow-question

Hi,

I hope you're well and safe!

Unfortunately, it's not possible now, but it's an excellent idea!

Please submit this as a Product Feedback or Idea (If it hasn't been added already) when you have a moment.

Here's a possible workaround or workarounds
- Premium App, Bridge
- 3rd-party service
- 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.

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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