Can I use automation to copy only certain fields from a row to another sheet?

Donna Claes

I would like to copy only a few fields to a new sheet every time a condition is met. The current Project List has a Date Modified field. Whenever the project is updated and that field changes, I would like to have just a few select fields/cells from that row copy over to another tracking sheet. Is it possible to select just a few fields to copy?

Thank you!

Paul Newcome

Unfortunately you cannot select which columns are copied, but it would be great if we could. Feel free to Submit a Product Enhancement Request when you have a moment.

Donna Claes

Thank you!

Andrée Starå

Hi @Donna Claes

To add.

As a possible workaround, you could use cross-sheet formula and VLOOKUP or a combination of INDEX/MATCH to make it work.

The 3rd party service, Zapier, might also be a possible solution.

What do you think?

Would any of those options help/worK?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

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Andrée Starå

@Donna Claes

You're more than welcome!

Here's some more information.

VLOOKUP Function | Smartsheet Learning Center

https://help.smartsheet.com/function/vlookup?frame=0&nav=1&dlm=112

Place a VLOOKUP formula in a Contact List field to automatically assign people to tasks based on criteria in your sheet. (For example, based on department or role.)

INDEX Function | Smartsheet Learning Center

https://help.smartsheet.com/function/index

You can use the MATCH function inside of the INDEX function to return an item from a range based on the relative position of a value in a range. (See the example below.)

MATCH Function | Smartsheet Learning Center

https://help.smartsheet.com/function/match

Smartsheet calculates the relative position of a search value by counting cells from left to right (across columns), then top to bottom (across rows). In a lookup table consisting of two columns, the cell in the top row of the leftmost column is the first position, 1.

Hope that helps!

✅Remember! Did my post(s) help or 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!

Paul Newcome

Unfortunately you cannot select which columns are copied, but it would be great if we could. Feel free to Submit a Product Enhancement Request when you have a moment.

Donna Claes

Thank you!

Andrée Starå

Hi @Donna Claes

To add.

As a possible workaround, you could use cross-sheet formula and VLOOKUP or a combination of INDEX/MATCH to make it work.

The 3rd party service, Zapier, might also be a possible solution.

What do you think?

Would any of those options help/worK?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or 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!

Donna Claes

Thank you - we can't use 3rd party apps without a long process for approval. But I will look into the VLOOKUP and INDEX/MATCH to see if they will work. I am unfamiliar with both - I'm lousy when it comes to complicated formulas 😋 - but I'll see what I can do. Thank you again!

Andrée Starå

@Donna Claes

You're more than welcome!

Here's some more information.

VLOOKUP Function | Smartsheet Learning Center

https://help.smartsheet.com/function/vlookup?frame=0&nav=1&dlm=112

Place a VLOOKUP formula in a Contact List field to automatically assign people to tasks based on criteria in your sheet. (For example, based on department or role.)

INDEX Function | Smartsheet Learning Center

https://help.smartsheet.com/function/index

You can use the MATCH function inside of the INDEX function to return an item from a range based on the relative position of a value in a range. (See the example below.)

MATCH Function | Smartsheet Learning Center

https://help.smartsheet.com/function/match

Smartsheet calculates the relative position of a search value by counting cells from left to right (across columns), then top to bottom (across rows). In a lookup table consisting of two columns, the cell in the top row of the leftmost column is the first position, 1.

Hope that helps!

✅Remember! Did my post(s) help or 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!