Archiving Sheets with Different Primary Columns

ktcran

My workspace has 3 main source sheets. Each of these source sheets currently uses a different column for the primary column (two use ID Number, one uses Name since ID number is assigned later) but both columns exist in all sheets. When a request (1 row = 1 request; form intake) is marked completed it moves to its respective Completed Requests sheet. An automation is set up to move all rows from the Completed sheets to a master Archive sheet on January 1st of each year.

We just began developing Smartsheet for our team this year and it's only been live since September. Am I going to have problems with the archive process due to the different primary columns, and if so, what is the best way to resolve?

Melissa Yamada

Hello @ktcran

You might encounter issues with moving rows since not all primary columns are consistent.

I'd recommend setting your primary columns consistent on all your sheets. If most of your sheets uses primary column for ID number, make the "Name" on a new column instead. This way you'll prevent issues when moving or copying rows from one sheet to another.