Automation to copy rows into multiple sheets
I'm creating a main sheet that contains many rows of data that certain people are responsible for. My current automation is triggered when my 'Submit' checkbox is checked. I have a column named submit and it's just a simple checkbox. It will notify the user email in the 'user email' cell in each row when that box is checked saying there has been a change. I also want those rows to be copied over to a different sheet for each user. For example, I have Bob, Sarah, and Alan and they all have their own sheet. Each of them have 2 rows each in my main sheet for a total of 6. When I click the 'Submit' boxes, each of them will get a notification saying that their rows have been updated and I need them to confirm some information. I have that part down, pretty easy. The issue I'm trying to solve for is, can I then have those rows copy over into their respective sheets? The 2 rows for Bob copy over into his sheet, 2 rows for Sarah copy over into her sheet, and 2 rows for Alan copy over into his sheet. Is this possible?
Answers
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Hi @Kbenton
I hope you're well and safe!
Yes, if I understand your process correctly, but I'd recommend having a look at using reports instead if that is an option.
Would that work/help?
I hope that helps!
Be safe and have a fantastic weekend!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
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So I know how to have multiple sheets feed their answers back into a report, but I don't know how to push specific rows from a report into specific sheets.
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@Kbenton can you add a 2nd checkbox ("updated"?)that either Bob, Sarah, and Alan click when they have confirmed their information? And use this to trigger the copy row function, with a condition against either of their names?
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I could give that a try. However we're already getting a lot of complaints on how complex this thing is the way it stands. It goes to about 100 people and the sheets have 500+ rows.
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@Kbenton Dynamic View is an option to reduce complexity but it does cost. Another option might be to create a filter that shows only the current users rows.
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