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

Find more posts tagged with

Sales

Comments

Andrée Starå

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

Donna

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

Andrée Starå

Happy to help!

It will probably get easier when the new features come out.

Best,

Andrée

Ramsay Zaki

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.

Andrée Starå

Thanks for sharing Ramsay.

Come to think of it would also work with the third-party solution, Zapier.

Best,

Andrée

Sign in to join the conversation!

Quick Links

Trending discussions

Document filtered by form responses
I've created a Smartsheets form. When someone submits the form, I want them to automatically be emailed a document that has resources and links, but the document is filtered to only show the content that corresponds with what they selected in the form. Is something like this possible? What types of documents or automations…
Form stopped working after upgrade
I have a sheet that I created in a previous version, and it had a form. I was recently upgraded to a newer version and now my form is not working. I created a new form for the sheet, and it is giving me an error also. Does anyone know what I can do to fix this? The error says Form Unavailable. Sorry, the form you're trying…
Getting Error About Emulated Environments
Hi, I have read the post from 8/21/25. I am still getting the same error. I am setting up a new device and just download the latest version as of 9/5/25. I am using a Eunivon Smart White Board for touchscreen capability. It is running Android 14. Any help would be appreciated.