How to move automatically from one Hierarchy to another
Hello,
I have couple of Hierarchy in my sheet: Won Opportunities, Lost Opportunities and complete funnel.
I would like that every time I make an update from Microsoft dynamics those opportunities go immediately to the corresponding Hierarchy.
For example: if the opportunities was in Hierarchy: complete funnel and the status move to Won, I would like this row move automatically to the Hierarchy: Won Opportunities.
Unfortunately I cannot take as option drag and drop. As well I cannot use multiple sheets to use the option move to another sheet. I have a really big sheet with almost 4,000 rows that’s is why I need something automatic.
Can someone help me out here?
Thank you
Donna
Comments
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Hi Donna,
Smartsheet mentioned functionality that is coming for moving rows and more and that might help. We'll have to wait and see how it will work.
Smartsheet also recently released a new add-on called Data Uploader that could be an option.
Please see the attached link/screenshot for more information.
https://www.smartsheet.com/datauploader
Would Data Uploader work?
Have a fantastic week!
Best,
Andrée Starå
Workflow Consultant @ Get Done Consulting
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Hello Andree,
Thanks for your answer, but unfortunately it’s just don’t work.
Looks like I have to do it manually.
Best regards
Donna
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Happy to help!
It will probably get easier when the new features come out.
Best,
Andrée
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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This can be done with Microsoft Flow and usage of the Smartsheet API. The basic steps would be:
1. Status changes in Dynamics
2. Microsoft Flow triggers an action based upon the Status change in Dynamics
3. Search Smartsheet for the Row ID # of the already existing records (Get Row #)
4. Move the row to its new location (this presumes you know the Row # of the parent hierarchy that you want to move it to. You'll move it to the next row below that one. -
Thanks for sharing Ramsay.
Come to think of it would also work with the third-party solution, Zapier.
Best,
Andrée
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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