Copy and automatically maintain a subset of rows in a new sheet based on non-unique indication

Alan Z

I would like to associate costs with tasks that we have in a program plan and then create a summarized version of this in another sheet.

For organizational purposes, I'd like to be able to filter (and copy) the tasks that have costs associated with them into another sheet in order to add more detail to these line items without complicating the program plan.

I'm familiar with INDEX/MATCH, but my challenge is that I would like to simplify things and just check a box (or automatically generate a unique identifier) to pull the rows automatically rather than maintaining a unique list.

The end result would be that out of 20 tasks, 10 of them would be checked off, and those 10 would appear in a new sheet. If any new boxes were checked they would be added, if any tasks were unchecked, they would be removed.

Happy to hear of alternative suggestions

kowal

hi @Alan Z,

the only options i can see now:

1. Copy Row Workflow - where you just copy those special tasks to another sheet.

2. Creating Report - if the criteria is met show in report if not do not show in report.

Hope it helps.

kowal

hi @Alan Z,

the only options i can see now:

1. Copy Row Workflow - where you just copy those special tasks to another sheet.

2. Creating Report - if the criteria is met show in report if not do not show in report.

Hope it helps.

Alan Z

Thanks @kowal the only issue I've run in to with copying is that if you were to want to remove an item, unchecking the box doesn't "un-copy."

I ended up creating a helper column where I will fill in unique IDs, which presents some manual curation, but not a overwhelming amount for my purposes.

Thanks for the suggestions

kowal

sure - the unique ID can be also created by Smartsheet.