Have certain data go to various smartsheets based on form selection

Lance Green

Hi,

Is it possible to have certain data go to various other smartsheets based on a selection on a form selection? For example if on the form the user selects a Location of "Oklahoma" all the data on the form will go to a designated spreadsheet for Oklahoma data. While another option would be a Location of "Texas" and all the data on the form goes to the Texas spreadsheet.

My thought was to have all the data go to one spreadsheet then it gets linked to other spreadsheets based on the location selected.

Andrée Starå

Hi Lance,

Yes, you can use a workflow set up to move the row to different sheets depending on the location selection on the form.

Would that work?

I hope that helps!

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

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Lance Green

Yes that would work perfectly. I didn't think about that.

Lance Green

So I am trying to set it up to move or even copy the information from a row over to another spreadsheet using workflow and it doesn't copy the information in the row. Would you happen to know why?

Andrée Starå

Can you maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@getdone.se)