I am new to using Smartsheet Bridge and am struggling to find good training / reference material to help me leverage this tool. Hoping to get some guidance on setting up a Bridge workflow to capture previous week's status info and copy the full rows to another history sheet that can be used for trend analysis/reporting. Here are the details of my set up:
- MASTER SHEET: The master sheet has the following columns:
ColumnName | ColumnType |
|---|
UID | Autonumber (unique ID) |
|---|
Capture History | Checkbox |
|---|
BridgeCopy | Checkbox |
|---|
Current Status Notes | Text/Number |
|---|
Previous Status Notes | Text/Number |
|---|
Current Status Indicator | Symbol (Red/Yellow/Green) |
|---|
Previous Status Indicator | Symbol (Red/Yellow/Green) |
|---|
ProjectInfoField1 | Text/Num |
|---|
ProjectinfoField2 | Text/Num |
|---|
SnapshotDate | Date |
|---|
2. HISTORY SHEET: has all the same columns as MASTER SHEET.
I would like to utilize Smartsheet Bridge to do the following:
1) When Capture History is set to "true" on one or more rows in MASTER SHEET, trigger bridge worklow to:
a)copy Current Status Notes to Previous Status Notes for each row that has Capture History" set to "true"
b) copy Current status Indicator to Previous Status Indicator for each row that has "Capture History" set to "true"
c) make a copy of each row where "Capture History" is set to "true" to HISTORY Sheet
d) Clear the "Capture History" flag .
I have tried setting up Smartsheet triggers based on Column Change as well as row change. in both cases - I am able to easily achieve items a, b, and d. The problem is when I get to "copy row". Copy Row requires a filter to be identified on Master Sheet. so it knows which rows to copy. - If I set up a filter to show only those rows where "Capture History" is set to true, I get multiple copies to the history sheet for the same changes - this is because Bridge triggers the workflow for each row that is changed (that is, if I have 3 rows where the flag is set), I get three seperate triggers- and each triggered workflows copies 3 rows - so I end up with 9 rows .
If I use "add rows" - I can get around this, but then I have to manually add each column tht I want to transfer (and in reality, the sheet I want to run this workflow on has 50+ columns. How can I Configure the workflow so that only one row is copied in a given workflow iteration (ie. the row that I performed steps a, b and d on). (I can't rely on the copy row filter because it could potentially return more than 1 row at any given time).
