Managing Move/Copy Row Automation

04/09/21
Accepted

Hello

I have an employee database stored in Smartsheet. I've connected an onboarding form to a separate sheet which gathers sensitive data. I want to move that information over to the database, but not have some of the sensitive data come over with it (other people need access to the database). I know it'll drop all information directly into the Employee Database sheet, but is there a formula that I can add to the column which would somehow wipe it once it's dropped onto the sheet?


Thank you in advance!

Best Answers

  • Andrée StaråAndrée Starå ✭✭✭✭✭
    Accepted Answer

    Hi @Amy Meekings

    I hope you're well and safe!

    Here's a workaround.

    Create another so-called helper sheet and use cross-sheet formulas and VLOOKUP or INDEX/MATCH to collect the information to the other sheet and then use the Move row workflow to only move what you need.

    Make sense?

    I hope that helps!

    Be safe and have a fantastic weekend!

    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 PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Andrée StaråAndrée Starå ✭✭✭✭✭
    Accepted Answer

    @Amy Meekings

    Yes, it's possible.

    In short.

    You can add an Auto-number column in the source sheet and then add the numbers manually to the destination sheet and use that as the unique value in the cross-sheet formula.

    Make sense?

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

Answers

  • Andrée StaråAndrée Starå ✭✭✭✭✭
    Accepted Answer

    Hi @Amy Meekings

    I hope you're well and safe!

    Here's a workaround.

    Create another so-called helper sheet and use cross-sheet formulas and VLOOKUP or INDEX/MATCH to collect the information to the other sheet and then use the Move row workflow to only move what you need.

    Make sense?

    I hope that helps!

    Be safe and have a fantastic weekend!

    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 PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • This is great, thank you so much!

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    @Amy Meekings

    Excellent!

    You're more than welcome!

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • I've just realized a limitation of this I think. The original sheet is constantly being updated, and I don't believe there is a way to use VLOOKUP or INDEX/MATCH to pick up new additions to the original sheet in the helper sheet. Am I right? I'm really only just getting comfortable with formulas, so forgive my ignorance!

    I was hoping to have it fully automated where I'd add someone to the database, then that would be added to the helper sheet and then moved over to the public sheet.


    Thank you and sorry for the delayed follow up to this!

  • Andrée StaråAndrée Starå ✭✭✭✭✭
    Accepted Answer

    @Amy Meekings

    Yes, it's possible.

    In short.

    You can add an Auto-number column in the source sheet and then add the numbers manually to the destination sheet and use that as the unique value in the cross-sheet formula.

    Make sense?

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Aha!! Genius! Thank you, that did it! Thank you so much!

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    @Amy Meekings

    Excellent!

    You're more than welcome!

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

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