Add the ability to specify the columns to copy and link from one sheet to another in the Copy Row automation.
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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.
Yes please, would make life much easier with "internal" sheets set-up.
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.
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.
@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.
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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@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.
Have you considered using DataMesh? That's usually what I use when I want to only copy certain columns from one sheet to another.
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.
@Samuel Mueller Good points!
Hi @Molly Yang
Would that work/help?
@Molly Yang If you don't to Sam's point above need attachments on the row and have a unique identifier per row (like an audit number) you might consider DataMesh!
@Danielle Wilson If you got time, I would like to share my work, I don't believe the mentioned functions could solve the problem. Thank you so much.
@Andrée Starå thanks, unfortunately, this is not going to solve the issues, my workflow is different. thanks
@Molly Yang
Ok. Happy to help!
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