Copy Rows Automation: only copy select columns?

Hi Smartsheet Community,

Is there a way to set up the Copy Rows workflow in such a way that it will only copy select columns to a second sheet? Certain staff will be inputting information into 14 columns on a spreadsheet, but I only want 12 of the 14 columns to copy to a second sheet, as two of the columns may contain sensitive information.

Thanks,

Alec

Best Answers

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭
    Answer ✓

    There is not a way to select which columns copy over. It is all or nothing.


    But............


    You could set up a Clear Cell Data automation to run in those two columns of the receiving sheet any time a new row is added. So those columns will exist, but the data will be deleted as soon as it hits the sheet.

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    edited 12/01/21 Answer ✓

    Hi @SPO MPD & @Christina Lam

    I hope you're well and safe!

    To add to Paul's excellent advice/answer.

    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 primary 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.

Answers

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭
    Answer ✓

    There is not a way to select which columns copy over. It is all or nothing.


    But............


    You could set up a Clear Cell Data automation to run in those two columns of the receiving sheet any time a new row is added. So those columns will exist, but the data will be deleted as soon as it hits the sheet.

  • Christina09
    Christina09 ✭✭✭✭✭✭

    I've been wanting the same thing since day one. Tons of people submitted product enhancement request to Smartsheet a long time ago, so far nothing from Smarthseet yet.

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    edited 12/01/21 Answer ✓

    Hi @SPO MPD & @Christina Lam

    I hope you're well and safe!

    To add to Paul's excellent advice/answer.

    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 primary 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.

  • Frank Falco
    Frank Falco ✭✭✭✭✭✭

    I agree with @Christina Lam . This has been requested for a long time and is a very necessary function to make the copy row function really useful.

    +1 vote (again) for this feature


    ✅Did my post help 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!

  • fjtoh
    fjtoh ✭✭

    I am also frustrated with Smartsheet company, many features that users are requesting to improve but the answer is always coming. NATO - No action, talk only.