Workflow: both Copy and LINK specific columns from one sheet to another

SMullen · 06/16/22

Add the ability to specify the columns to copy and link from one sheet to another in the Copy Row automation.

Ian Cooper · 06/16/22

This would be a game-changer for us! We have "internal" sheets that contain customer-sensitive information. Once the internal piece of the workflow is complete, specific data needs to be put into a customer-friendly sheet.

I am aware that Dynamic View would solve some of the issues, as would VLOOKUP formulas. However, in both cases, we've hit a wall with column limits on a sheet or formula limits.

bFer · 07/19/22

Yes please, would make life much easier with "internal" sheets set-up.

Daniel Stein · 07/21/22

Thanks for this suggestion! We'd love to hear more about the specific use cases you have in mind. How would you look to use this capability? Would a Dynamic View of a sheet (which shows only the columns & filtered rows you specify) serve the purpose for you, or would you still specifically wish to copy the row to another sheet?

@Ian Cooper we'd love to understand the limits you're running into for Dynamic View for your use case.

Paul H · 02/03/23

Agreed we need this functionality in Copy Row.

For now a possible workaround for those that have data shuttle is a scheduled offloading of the required columns then merging them back into the second sheet.

Melissa Torrez · 02/06/23

@Paul H would be interested in how you are using data shuttle to "offload" the required columns then merge them back into the second sheet if this is a workaround that is working well for you in the absence of being able to select what columns are copied to another sheet.

Andrée Starå · 02/06/23

Hi everyone,

I hope you're well and safe!

Here's a workaround that I think hasn't been mentioned.

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.

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Paul H · 02/06/23

@Melissa Torrez Getting into detail on how it would be setup would depend on your specifics. If you want to go into detail maybe best to start a seperate discussion with your examples and @mention me.

The basic is premise is first create a datashuttle offload, you can do the whole sheet or identify specfic rows with a checkbox/filter. Next create a datashuttle upload/merge to the second sheet, but only map the columns you want. This does require a unique indentifer for each row like an auto number.

Danielle Wilson · 02/09/23

Have you considered using DataMesh? That's usually what I use when I want to only copy certain columns from one sheet to another.

Samuel Mueller · 02/09/23

Datamesh works in concept of moving specific columns, but datamesh does not work with specific automations, such as if a status changes or a date gets added. It also doesn't include attachments.

Danielle Wilson · 02/09/23

@Samuel Mueller Good points!

Andrée Starå · 02/23/23

Hi @Molly Yang