What is best method to map data and manage ongoing changes from one Smartsheet to another?

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I have been using a workflow automation to move a certain rows of information from one Smartsheet to another. These workflows are super easy and useful, but not that flexible. The provided workflow automation requires the column headers match up exactly between the two sheets in order to populate accurately. Where this is the case, it works fantastic. (Though any data in a cell found in the source sheet that doesn't match up with the column headers in the target sheet will still get populated to a new column in the target sheet.)

What I'd like to be able to do is use a trigger (when a particular cell in populated with certain data from a drop down option in a row in the source sheet) to activate a move of data from several columns in that row (but not all columns) over to the designated columns in the target sheet.

What's the most effective way do this?

Is there also any best/easy way to automate any future changes to the cell data from the source sheet items over to the target sheet?

Best Answer

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
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    Hi @David Brandt

    I hope you're well and safe!

    Unfortunately, it's not possible now, but it's an excellent idea!

    Please submit an Enhancement Request when you have a moment.

    Here's a possible workaround or workarounds

    • 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.

    Make sense?

    Would that 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!

    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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