Partial row move automation

Options

Our group collects data in forms. Depending on the data, we want to move the row to one sheet or another using automation. That is simple enough. The issue is that we only want to move a sub set of the columns. For example the form collects data 1, data 2, data 3 and data 4. If data 1 = "Yes" we want to move data 1 and data 2 to another sheet say sheet A. If data 1 = "No", then we want to move Data 1, data 3 and data 4 to Sheet B. Is it possible to move partial columns?


Best,

David

Best Answer

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    Options

    Hi @David Kearns

    I hope you're well and safe!

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

    Great idea! That would be a great addition to Smartsheet features.

    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.

    Would that work/help?

    I hope that helps!

    Be safe and have a fantastic weekend!

    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.

  • David Kearns
    Options

    Hi @Andrée Starå ,


    Thank you for the quick response. Yes that makes complete sense. I will give it a shot.


    Best,


    David

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    Answer ✓
    Options

    @David Kearns

    Excellent!

    Happy to help!

    Remember! 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.