How do I automate copying a subset of fields/columns to another sheet when criterion is met?

User251

Hi,

I built a request form with several fields. The requests will then be reviewed and either approved or rejected.

Is it possible to build an automation that copies data in some fields/columns to another sheet only if the request is approved?

Andrée Starå

Hi @User251

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 any of those options 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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User251

Thanks @Andrée Starå . I really like the idea of the helper sheet. Thank you!

Here is how I interpreted your suggestion:

• Create a workflow that automatically copies a request row to the helper sheet only when the request is approved (criterion used to trigger the automation)
• Use Index /Match to pull data from the required field into the summary sheet (i.e. the one that will only include the approved requests and the subset of fields).

right?