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Select which columns to copy or move from one sheet to another

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  • jgleason
    jgleason ✭✭
    edited 11/11/24

    We use Move and Copy Row automation in many of our processes. One 'unfortunate' component of a Copy\Move action is that the ENTIRE ROW-all columns of data- must be handled in one package. Wouldn't it be great, if I could tell the automation specific columns to move forward?

    Example: Copy\Move entire row out of sheet one, but only populate specified fields in sheet 2.

    This would allow me to set conditions to "Pass Data Along", but not have to send all the data related to Process #1 into Process #2. Our example is a Universal Schedule, that, once a condition is met can pass along core data to several downstream schedules based on project status point being reached.

  • Rich Coles
    Rich Coles ✭✭✭✭✭
    edited 11/11/24

    Hi @jgleason - I achieve this using Data Shuttle, although I appreciate this maybe not a helpful answer if you don't have Data Shuttle, but maybe give it a trial… I've done a video demonstrating it in action https://youtu.be/sf7zLNQRGI8

    Rich Coles

    Prodactive | Smartsheet-aligned Platinum partners

    Check out our Smartsheet-dedicated YouTube channel for tips, tricks and inspiration

  • This would be a very helpful feature. Oftentimes we want a row to be moved or copied to another sheet (and usually have an Automation set up to do this for us when a specific Condition is met), but we do not need all columns from the original sheet to move/copy over. This lends to our secondary sheet having unneeded data that we have to Hide. Being able to select which columns are actually moved/copied, would save time and make our secondary sheet more specific to its purpose.