Automation - Copy Row to Top of Slave Sheet and Autogenerate new row number

02/29/20
Answered - Pending Review

Hello,

I have two sheets, Quotations and Work Orders. I would like to create an automation that copies a Quotation row to the Work Orders sheet when that row's Status is changed to "Ordered". As I use different Quotation numbers and Sales Order numbers (which are auto generated from form entries in their respective sheets), I want the copied row to appear at the Top of the Work Oder sheet with an auto generated Work Order number. Is this possible? at the moment the row is copied to the bottom of

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Answers

  • Sorry, hit enter by mistake. to finish...

    ...to the bottom of the Work Order sheet with the Quote number in the Work Order number column.

    Any ideas? Thanks!

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi,

    Unfortunately, it's not possible at the moment to have the rows added at the top, but it's an excellent idea!

    Please submit an Enhancement Request when you have a moment

    As a possible workaround, you could use a report that would show them in the order as needed.

    Would that work/help?

    For the auto number, I'm not sure if the copied row copies the auto number column to the other sheet, and there can only be one. Is that what happens?

    I hope that helps!

    Have a fantastic weekend!

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

    ✅Did my post help answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer! 

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Abnoos MoslehiAbnoos Moslehi ✭✭✭✭✭

    @torcengineering66646 @Andrée Starå

    I absolutely agree. On my sheets, they land in sporadic manner all over the sheet and team have to scroll around to find the new copied row!

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    @Abnoos Moslehi

    Strange!

    They should always be placed at the end of the sheet (after the last used row).

    Is your sheet sorted?

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Abnoos MoslehiAbnoos Moslehi ✭✭✭✭✭

    @Andrée Starå :

    I don't think they are! But the reason is that we have done couple of tests and then Deleted rows. That has messed up our row number ID order as you can see below.

    The fact that new rows are copied to the bottom also creates another issue if you have formulas in cells!


    I have noticed that when a row is copied/ moved to another sheet, it is treated a NEW row rather than pasting it into exiting empty rows in which I have added my formula!




    So when new rows come in, the formulas do not apply to them. Is there a way I can make it take the cell formulas inherently? Because I can see that this problem does not occur when I change format of a "Column".

    Example: I have drop down columns and any new rows that are copied in my tracker, will be adjusted to have that column in drop-down mode.

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    @Abnoos Moslehi

    When you copy/move rows, it should work as long as at least two rows before having the same formula structure, and the new row doesn't have any values in the same column.

    Make sense?

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • I imagine using the @row in your formula could resolve that as long as your formula pertains to the info that is within that row. It's saved me loads of time with issues like this.

  • Abnoos MoslehiAbnoos Moslehi ✭✭✭✭✭

    @SmartSheet Management could you please elaborate?

    My master tracker does not have these column cells where I have the formula.

    But the destination tracker has additional columns with @cell formulas to calculate dates.

    When the row moves from master to destination, basically copies over those columns with formulas too. Which is strange.Therefore, I have to go into destination tracker and ensure that formula are added to the columns (or column cells of this new entry).

    Thank you!

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