Automation - While copying/Moving Source Sheet to Target Sheet, how to update columns in Target shee

Prasad Nimmagadda · 11/22/24

I have following questions related to workflow automation

Is it possible, based on certain conditions in Sheet-A copy Sheet-A to Sheet-B and manipulate another column in Sheet-B (This Column is not in Sheet-A) through a function?
Based on certain conditions in Sheet-A, will it be possible to delete a row in Sheet-B?

Prasad Nimmagadda · 11/27/24

Michelle - I am able to fix the issue. Now I am able to generate Sequence Number using Helper columns.

Formula I am using

=COUNTIFS([Leave-it-Blank]$1:[Leave-it-Blank]@row, [Leave-it-Blank]@row

Prasad Nimmagadda · 11/27/24

Formula:

=COUNTIFS([Leave-it-Blank]$1:[Leave-it-Blank]@row, [Leave-it-Blank]@row)

Sorry I missed closing bracket.

Michelle Choate 2 · 11/22/24

1.) Yes it is possible to copy a row from one sheet to another, and then have additional columns in the destination sheet.

2.) The only way to delete rows is through Bridge. Instead you can try the MOVE A ROW automation. You can always create an archive sheet and use the MOVE A ROW automation to send it there, and then go in to the archive sheet on occasion and delete whatever you want.

Prasad Nimmagadda · 11/25/24

Thanks, Michelle, for answering my questions.

Q1: I understand we can have additional columns in Target sheet. To clarify what exactly I need, I have to generate a unique sequence number for the row I am adding into Target Sheet. That Unique Sequence number is maintained in Target Sheet. I have already generated a unique sequence number in Source sheet, so it doesn't allow me to have another #auto number in target sheet. Unique Sequence number is required to identify duplicates in Target sheet.

Q2: I don't know what Bridge is. I am quite new to Smartsheet (using it last couple of months).

Michelle Choate 2 · 11/26/24

Ok - I understand what you are asking to do I think. If you want to hop on a quick zoom, I can show you what you will need to do.

Regarding Bridge, it is something that does API calls and has additional functionality that is not available in the Smartsheet native environment.

Email me and I can walk you through a few things! I am always so happy to help!

Prasad Nimmagadda · 11/26/24

Thanks, Mishelle!

I will share more details here so that it may be much clear to you what I was struggling with.

Seq-1 Sheet will be created by a FORM Row No, Status Text and Include? columns.

Row No is #Auto Number:

There is a workflow on Seq-1 which copy the row if include? is "Yes" toSeq-2 Smartsheet.

Note: Condition (1) was added as Trigger is not working properly. It was copying rows even Include? is "No' for first "Run".

Seq-2: Sheet

I would like to generate a unique sequence number as rows are copied from Seq-1 bases on Include? Flag.

This sheet gets populated from different Seq-1 sheets (several projects have Seq-1 sheet in their project area. ALso note people can keep changing Include? flag multiple times Yes to No and No to Yes. So there would duplicate Row Nos in the Seq-2.

I have to eliminate those duplicate rows using Unique "Sequence Number". Currently I am manually populating the Sequence Number. This I would like to avoid if I find a solution to generate Unique sequence number while copying the row from Seq-1 to Seq-2 Sheet.

Prasad Nimmagadda · 11/26/24

Michelle - I have seen few chats in the forum on same topic. I have not seen any solution. We don't want to use Bridge. I have read and seen Videos about it. Based on my understanding of it, I don't think it has any solution for this problem. Also, my organization don't want to use Bridge features.

Prasad Nimmagadda · 11/27/24