Hello! We have a sheet we use to track member payments. At around 5k rows it started slowing down and the form to submit new payments stopped working. I reported it because this sheet and the related resources are used by about 30 users every day and suddenly everything came to a halt.

Smartsheet reviewed my sheet and suggested the following: simplify conditional formatting (I admit it was a little out of control with about 30 rules) and replace VLOOKUP formulas with INDEX/MATCH formulas (we're doing numerous lookups from another sheet to pull assigned resources, client name, etc.).

Neither of these things solved my problem, so I got creative and created some additional sheets to help mitigate the row overload on the primary sheet. The two most active clients (S24, FF1) each got moved to their own sheets. Automation was put in the place to move appropriate rows when either of those two client numbers were entered by one of our clerks on the primary sheet. I hadn't used that the move automation previously, but works like a charm and led to the next change.

Also, I created an separate intake sheet to accept new payments via a form. As the primary sheet grew in row count, the original form became incredibly slow - maybe taking 30-45 seconds to submit each entry. Now payments are added to this intake sheet and moved once an hour using automation. Each payment submitted now probably takes 2 seconds.

All of this moving records got me thinking, so I added a payment rejection routine. When a user in our Eligibility department finds a check that has been routed incorrectly, they enter reject as the client number and automation moves that row to the rejection sheet, which will trigger notification to our Accounting department that they have a rejected check to review.

Below is my workflow diagram for record movement if a visual helps.