How to copy a row (using automation) to another sheet but NOT copy the children for that row

Jeana

Hi, I'd like to use automation to copy a row to another sheet but NOT copy over the children for that row. Is this possible?

I currently use another automation in the destination sheet to move the Children (if Indent level is 3, move to another sheet) to a JUNK sheet that I clean up now and then. There's got to be a simpler way to just move a row to another sheet without the children for that row?

Any ideas?

Thanks

Andrée Starå

Hi @Jeana

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

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Andrée Starå

Hi @Jeana

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!

Jeana

Thanks Andrée, I'll test that process out. Seems like there should be an easier way or an option in the Automation to copy/move Children. Probably need to add that to the wish list!

Have a good one!

Andrée Starå

@Jeana

Excellent!

You're more than welcome!