Creating a Workflow to move certain data in a row to a New Sheet

Steven Krutsch

Hi There,

I am testing Smartsheets on a 30 day trial in order to pitch to my company that this is a tool we need. One thing that would be a big help for us it to cut down on copy and pasting.

I see a Workflow for copying an entire row but we don't want all the data to copy to a different sheet. We just want when one row is set to "Reno" picked from a drop down that certain other data on that row to be copied into a new row on a different sheet.

Is this possible?

Thanks in advance!

Paul Newcome

It is not. The automation only works for an entire row.

Andrée Starå

Hi @Steven Krutsch

There are some workaround options.

You could use a cross-sheet formula and a VLOOKUP or INDEX/MATCH structure to only collect what you need for the other sheet. There are also 3rd party options that might help.

Would that work/help?

I hope that helps!

Be safe and have a fantastic weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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