Is there a way to copy Summary Fields to other sheets but not overwrite data already entered
HI, I have an issue where we have most Summary Fields that contain formulas but we have a few which are keyed in for integration with our CRM.
I have created a sheet with the manual summary fields and another for formula fields but when I copy only the last set of Summary fields are stored.
Additionally, when we add more formula fields and copy them to other sheets (in batches of 20), these manually entered fields are being overwitten by those from the template.
I can add a cell in Smartsheet that contains the codes and I can create a formula to populate a summary sheet bit this is prone to user error.
Does anyone have any suggestions?
Cheers!
Dave
Best Answer
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Hi @Dave Round
Unfortunately, as far as I know, it's not possible at the moment to not have them replace all values when copied, but it's an excellent idea!
Please submit an Enhancement Request when you have a moment
I hope that helps!
Be safe and have a fantastic day!
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!
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.
Answers
-
Hi @Dave Round
Unfortunately, as far as I know, it's not possible at the moment to not have them replace all values when copied, but it's an excellent idea!
Please submit an Enhancement Request when you have a moment
I hope that helps!
Be safe and have a fantastic day!
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!
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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