Copy and deleting row to another sheet using workflow automation

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Hi All,

I hope that this question is relevant to the group. Bellow, I have workflow automation that copies the rows on the checked "Resource Forecast" column to the "Stack Rank Capacity" sheet. This automation is working fine, but now I want to find a way that when checked rows change to unchecked, automatically deletes them from the "Stack Rank Capacity" sheet.

Does anybody know a way to do that?


Answers

  • smartsheetdev.io
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    Hi @sazap

    I had done something similar in the past via API where the row is deleted in the sheet when the field is "unchecked" in other sheet.

    Feel free to email me at info@smartsheetdev.io

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭
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    Is there a reason you are sending them to another sheet as opposed to creating a report filtered on the checkbox?

  • sazap
    sazap ✭✭
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    Hi @Paul Newcome ,

    Yes, the rows are pulled from a roadmap, and in the other sheet, we have a lot of other calculations related to resource forecast, so it needs to be a sheet, not a report.

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
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    Hi @sazap

    I hope you're well and safe!

    Here's a possible workaround or workarounds

    • What about adding another so-called helper sheet where the rows move from the capacity sheet?

    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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  • sazap
    sazap ✭✭
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    Hi @Andrée Starå

    Context: Main sheet: "Roadmap" Transfer data to the "Stack Rank Capacity" sheet when the "Resource Forecast" check-box column is checked. I noticed that when the automation copies the rows from the "Roadmap" to the "Stack Rank Capacity" sheet. The "Resource Forecast" column data is copied too. Therefore the information is not "linked/live.", and both sheets do not have any connection, the workflow just copies data.

    I was thinking and probably I'm making my life super complicated and have an easy way to fix this, but If I have any way that I could:

    1. Match or link the "Resource Forecast" column in both sheets - That way if a row is "uncheck" in the "Roadmap" that will also show in the "Stack Rank Capacity" sheet.
    2. Create a workflow in the "Stack Rank Capacity" sheet that moves rows that has the "Resource Forecast" column unchecked to a different sheet.
  • johngraham78
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    You could set up a few automations to do this:

    1. when a row on "Resource Forecast" is unchecked, copy it to "Stack Rank Capacity". At this point you'll have near duplicate entries on ""Stack Rank Capacity" (or two entries with the same title).
    2. A column on "Stack Rank Capacity" will look for identical names (using countif) then flag them. Your 2nd automation will delete flagged entries.

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