Automation to extract specific lines

wting · 03/31/23

Hello everyone,

Is there a way to extract lines using Automation? What I am after, is to extract the 3 lines marked, on trigger. Full lines is preferred. The 2 bottom lines are always "Fan Model" and Silencer type".

Thank you everyone in advance for your kind suggestions.

Wilson

Paul Newcome · 03/31/23

Extract and do what with them exactly?

wting · 03/31/23

Hi Paul,

Thanks for the reply. I am looking for a way to automate an email showing me the Job number and name, Fan model and Silencer model used for each job we book up.

In this example, I am looking for M2373 Malmsbury, Fan Model - 6-35-5.6A-KT/15kw-2, Silencer type - Industrial 15kw, 6-35-5.6A-KT/15kw-2. All this can be in the subject or the body of the email.

Can this be done with Smartsheet? I am going through old records in excel format now to extract this data. I just need the new booking to "alert" me from now on.

Thank you.

Kind regards,

Wilson

wting · 03/31/23

Andrée Starå · 04/03/23

Hi @wting

I hope you're well and safe!

Depending on how you send the information, you could add a so-called helper column and a specific cell with the information you'd like to include in the message.

Try something like this and update the column names to yours.

=Primary2 + CHAR(10) + Details10 + CHAR(10) + Details11

Did that work/help?

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

Paul Newcome · 04/03/23

You would need to have all of this information going out across the same row. You can use helper columns for each piece or a single column to join it all together in a string.

Then in the automation you can either just have the alert send you the cell(s) or use a {{Placeholder}} within the subject or body of a custom message.

wting · 04/03/23

https://community.smartsheet.com/discussion/comment/369934#Comment_369934

Thank you Andree. Hope you are well and safe too. I will give it a go. I only have basic understanding of Smartsheet, but keen to learn.

wting · 04/03/23

https://community.smartsheet.com/discussion/comment/369970#Comment_369970

Hi Paul,

My understanding of what you are suggesting is to convert the cells in each line into columns. That means to link the cells to another sheet first, then generate the automation from the new sheet. Am I correct?

Thank you for your help.

Kind regards,

Wting

Paul Newcome · 04/04/23

No. I meant within the source sheet. You can create helper column(s) (that can be hidden after setting up to keep the sheet looking clean).

You can use formulas and/or basic cell references to replicate this data across a single row whether that be in separate columns or combined into a single column on whichever row you want to trigger the automation.

=[Column4]@row + CHAR(10) + [Column4]2 + CHAR(10) + [Column4]3

or

=[Column4]1

=[Column4]2

=[Column4]3

Automation to extract specific lines

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