Moving Columns

Khari Shiver

Hello,

I have a "completed" sheet that is the destination sheet for records that have been, you guessed it, completed. I would like to set up an automation that when rows are moved from that sheet copies certain columns to another sheet. The additional sheet is a template that we would use to upload into another system. The challenge is all the columns in the completed sheet are not needed for the template. I am going to hard code values into some of the columns in the template and would like to copy values like "first name," "last name," "email address" etc.

I've attached generic versions of the "completed" and "template" sheets. The headers that are in yellow on the template are the values I'd like to copy from the "completed" sheet.

Completed.xlsx

Template.xlsx

Thank you for your help.

Andrée Starå

Hi @Khari Shiver

I hope you're well and safe!

You could use cross-sheet formulas combined with either a VLOOKUP or INDEX/MATCH structure to connect the sheets, and when you update the source sheet, it will reflect on the destination sheet.

Another option would be to use so-called helper sheets. In short, copy the row to a helper sheet and then use my method described previously to get the values you need to another helper sheet and then copy/move the row from that sheet to the main destination sheet.

Would any of those options 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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Andrée Starå

Hi @Khari Shiver

I hope you're well and safe!

You could use cross-sheet formulas combined with either a VLOOKUP or INDEX/MATCH structure to connect the sheets, and when you update the source sheet, it will reflect on the destination sheet.

Another option would be to use so-called helper sheets. In short, copy the row to a helper sheet and then use my method described previously to get the values you need to another helper sheet and then copy/move the row from that sheet to the main destination sheet.

Would any of those options work/help?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

Khari Shiver

Hello @Andrée Starå

I'll investigate your suggestions. Thank you for responding.

Khari

Andrée Starå

@Khari Shiver

Excellent!

You're more than welcome!