How can I copy rows in a workflow WITHOUT copying all the columns?
I have set up a workflow which goes like this: New Purchase Request ---> Ordering Database ---> Inventory. The rows are moved from the purchase request to the ordering database, then copies to the inventory smartsheets. There is information required in the purchase request that is not needed in the ordering database, and information in the ordering database that is not needed in the inventory sheets. How can I only coping the columns needed in the workflow?
Answers
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Hi @Alexa Jans
Unfortunately, it's not possible at the moment, but it's an excellent idea!
Please submit an Enhancement Request when you have a moment
As a possible workaround, you could use cross-sheet formulas and VLOOKUP or INDEX/MATCH to show the information needed for the specific process.
Would that work/help?
I hope that helps!
Be safe and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
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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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