Copy and Add by Criteria in DataMesh
We have the Data Mesh add on. I'd love to be able to "copy and add" (automatically add new rows from one sheet to another) based on certain criteria. In this way, everything added to the new sheet is filtered by what I want. In this way I can manage all my requests in one sheet, and have it copy to other sheets by client, or by product, or by date, etc.
Best Answer
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@Evani I believe you can accomplish this by creating a filtered report and then setting that report as the Source for your Data Mesh configuration.
Isis Taylor
🎓️ Core App and Project Management Certified 🏅
🌟Peer Connect, Mobilizer, and Early Adopter Program
Business Analyst Senior
Answers
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@Evani I believe you can accomplish this by creating a filtered report and then setting that report as the Source for your Data Mesh configuration.
Isis Taylor
🎓️ Core App and Project Management Certified 🏅
🌟Peer Connect, Mobilizer, and Early Adopter Program
Business Analyst Senior
-
Thank you! I didn't realize we could pull data from reports
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