Group Rows Automation based on unique column ID

Niccolo B.

I am looking if there is a way to group rows that share a unique cell (i.e. Quote #) into one parent dropdown. I am wondering as a workaround due to the fact that the "Copy a row" automation from one sheet to another does not update the existing row but rather adds another row for the same quote ID # in this case. We are simply looking for ways for automation to update a row from sheet to sheet that exists instead of making a new row.

jmyzk_cloudsmart_jp

Hi @Niccolo B.

A simple approach would be to use a report grouped by Quote #.

https://app.smartsheet.com/b/publish?EQBCT=005e8c805413411fa5f416a1a9c5a635

Sample data

https://app.smartsheet.com/b/publish?EQBCT=4ba15eb890ae4514b402eab573371dc6

Alternatively, you could use the Smartsheet API to check for existing Quote # entries, and if a duplicate is found, update the row and set the first instance as the parent row.
However, this would be a bit complex to implement.

Let me know if you’d like more details!