Data Migration/ Data Shuttle between 2 sheets

I have 2 sheets

Sheet 1: Projects pending approval

Sheet 2: All the projects that have been approved

I want to build functionality where when I check an approved box in Sheet 1, it will automatically push to Sheet 2.

There are a couple issues/ complexities. One of the biggest issue is that the Sheets have different column names. I tried using data mesh, which seemed to work at first but it looks like I can't specify to put only certain rows over when a condition has been met. Is that available and I'm just missing it?

My other method was creating a formula in Sheet 2 but I'm not sure if this would work because ideally once the project is approved, it would make a new row in Sheet 2. Would the formula still work for this situation?

p.s. the copy function in the workflow may not work because of the different field names.

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi @melissa.trinh

    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 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:[email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.

  • It might work, but would this method work if there are constantly new records being added in Sheet 1, the source sheet. We essentially want the target sheet to be updated when the source sheet has approved projects.

Help Article Resources

Want to practice working with formulas directly in Smartsheet?

Check out the Formula Handbook template!