Automated Copy / Move rows between sheets - just copy some columns
Dear all,
I'm a project manager and recently started using Smartsheet. I'm trying to configure an intake-prioritization and approval process for all the projects requested by our users.
I have my main sheet called it : Project Requested 2021
then I created another sheet for the projects approved by the Board: Project Approved 2021
and I'd like to move or copy some of the projects that were approved, but I don't want to transfer all the columns, just relevant information .
is it possible to do that ? automatically copy some rows but not all the columns in the row?
if it's not possible, what would you suggest to do ? Could you recommend some good practice to stablish this type of process ?
Thank you so much,
Ana Hernandez
Best Answer
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It is not possible to select which columns are moved or copied, but you are able to hide the unnecessary columns in the destination sheet so that they are not visible.
Answers
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It is not possible to select which columns are moved or copied, but you are able to hide the unnecessary columns in the destination sheet so that they are not visible.
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Thank you so much @Paul Newcome
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Happy to help. 👍️
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To add to Paul's excellent advice/answer.
You could use cross-sheet formulas and either VLOOKUP or INDEX/MATCH to collect it to the other sheet.
Make sense?
Would that work/help?
I hope that helps!
Have a fantastic day & Happy New Year!
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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Thank you so much for the advice, I like the idea of using VLOOKUP but I'm not sure how can I automate the transfer once the status of the project has change to "Approved".
is it possible to include a formula in an automated workflow?
many thanks in advance,
Ana
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We wouldn't use the automated workflow. Instead, we would use a cross-sheet formula structure and collect the information when the project is Approved.
Make sense?
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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Yes, make sense. 👍️
thank you so much @Andrée Starå
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You could also just hide the irrelevant columns on the destination sheet so they don't appear. Or toss them into a report/dashboard to filter out the columns you don't desire. Honestly though this sounds like something you could just have a master sheet and reports siphoning off data from the single sheet if you want.
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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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