Copy Row Automation to not include Attachments

Pierre Mostert

Hi

Is there a way to copy rows via Automations to EXCLUDE attachments? I know this is possible when manually copying to another sheet.

Can you do this with Bridge or via the API? To exclude attachements when copying rows.

Thanks you in advance.

Regards,

Pierre

Brian_Richardson

You can definitely do this via Bridge or via Data Mesh, but not via automations.

With Data Mesh, you can use the Copy and Add mode to read your sheet and copy over any uniquely identified row that it finds on the source that doesn't already exist on the destination, or update the destination if it does exist. You can select just the columns that you want, and it will not copy attachments.

With Bridge, you can do something similar in a couple of ways depending on your needs:

- If you want to copy the entire row but not attachments, you can do a Call API and use the Copy Rows to Another Sheet endpoint. You can define whether to include attachments or not, as well as comments and child rows.

https://smartsheet.redoc.ly/tag/rows#operation/copy-rows

- If you want to copy part of the row you can do a two step Bridge workflow that uses the already-built actions in Bridge for Smartsheet and first does a Get Row to get all the cells of the row to copy, then does an Add Row to add a row to the destination sheet. In the Add Row step you can define the columns you want to add data to.

Smartsheet has a step-by-step on setting up the second option here:

https://help.smartsheet.com/articles/2482720-copy-partial-rows-using-Bridge

- There's a third option too. In Bridge there's a prebuilt Copy Rows step that works differently than the API call. In the prebuilt step you define a filter on the sheet and then the Copy Rows step will copy all the rows that meet the filter. You do have to look up the filter ID once you define it, using Postman or another Bridge temporary workflow and Call API to do that. But it provides more of a batch copy option. I don't know if it includes attachments or not, there's not an option to select on or off.

Brian_Richardson

You can definitely do this via Bridge or via Data Mesh, but not via automations.

With Data Mesh, you can use the Copy and Add mode to read your sheet and copy over any uniquely identified row that it finds on the source that doesn't already exist on the destination, or update the destination if it does exist. You can select just the columns that you want, and it will not copy attachments.

With Bridge, you can do something similar in a couple of ways depending on your needs:

- If you want to copy the entire row but not attachments, you can do a Call API and use the Copy Rows to Another Sheet endpoint. You can define whether to include attachments or not, as well as comments and child rows.

https://smartsheet.redoc.ly/tag/rows#operation/copy-rows

- If you want to copy part of the row you can do a two step Bridge workflow that uses the already-built actions in Bridge for Smartsheet and first does a Get Row to get all the cells of the row to copy, then does an Add Row to add a row to the destination sheet. In the Add Row step you can define the columns you want to add data to.

Smartsheet has a step-by-step on setting up the second option here:

https://help.smartsheet.com/articles/2482720-copy-partial-rows-using-Bridge

- There's a third option too. In Bridge there's a prebuilt Copy Rows step that works differently than the API call. In the prebuilt step you define a filter on the sheet and then the Copy Rows step will copy all the rows that meet the filter. You do have to look up the filter ID once you define it, using Postman or another Bridge temporary workflow and Call API to do that. But it provides more of a batch copy option. I don't know if it includes attachments or not, there's not an option to select on or off.

Pierre Mostert

Hi Brian

Great thx for the detailed explanation. Appreciated!

Regards,

Pierre