How can I copy data from one sheet to the next?

JMcfarlin

I have a reference sheet and I want it to copy certain columns to another sheet upon form submission. I have been trying for hours and cannot find a solution. For example the for submits trailer id, serial number, imei, and location i want it to only move over trailer id and imei to next sheet. Currently I am using a workflow however it moves the entire line not just select columns. I have looked at using Vlookup as well as index but they seem to need a identifier and as it is a newly submitted item it will not have that.

JMcfarlin

i have attempted to use =INDEX({SourceSheetColumn}, ROW()) however i get #UNPARSEABLE error

Melissa Yamada

Hello @JMcfarlin

If you have the Data Shuttle add-on on your account, that will be the best option for your need.

https://help.smartsheet.com/learning-track/data-shuttle

A workaround is either using the copy row automation then hide all unnecessary columns

-or-

Use the INDEX/MATCH formula on your destination sheet for trailer id and imei columns.

Step1: Create an auto-number system column on your source sheet. It will automatically add one each time a new row is added. This will be your unique identifier.

Step2: Create a helper column (text/number) on your destination sheet. This will be for the unique identifier.

Step3: Add the INDEX/MATCH formula on each column (trailer id and imei).

However, for this step you'll need to manually add/ copy the unique identifier from the source sheet.

JMcfarlin

I do have data shuffle however when I looked into that it seems to send the columns as an excel attachment to a new line not just copy the data to a column.

Melissa Yamada

@JMcfarlin you'll need to create both upload and offload workflows in data shuttle.

Step1: Create offload workflow to pull your data from your Source Sheet to a csv file and save it as Smartsheet attachment to your target sheet.

Step 2: Create upload workflow that will merge and update your target sheet using the attachment from your offload workflow that is saved on your target sheet.