Copy Rows Automation: only copy select columns?
Hi Smartsheet Community,
Is there a way to set up the Copy Rows workflow in such a way that it will only copy select columns to a second sheet? Certain staff will be inputting information into 14 columns on a spreadsheet, but I only want 12 of the 14 columns to copy to a second sheet, as two of the columns may contain sensitive information.
Thanks,
Alec
Best Answers
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There is not a way to select which columns copy over. It is all or nothing.
But............
You could set up a Clear Cell Data automation to run in those two columns of the receiving sheet any time a new row is added. So those columns will exist, but the data will be deleted as soon as it hits the sheet.
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Hi @SPO MPD & @Christina Lam
I hope you're well and safe!
To add to Paul's excellent advice/answer.
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 primary destination sheet.
Would 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 or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
Answers
-
There is not a way to select which columns copy over. It is all or nothing.
But............
You could set up a Clear Cell Data automation to run in those two columns of the receiving sheet any time a new row is added. So those columns will exist, but the data will be deleted as soon as it hits the sheet.
-
I've been wanting the same thing since day one. Tons of people submitted product enhancement request to Smartsheet a long time ago, so far nothing from Smarthseet yet.
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Hi @SPO MPD & @Christina Lam
I hope you're well and safe!
To add to Paul's excellent advice/answer.
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 primary destination sheet.
Would 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 or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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I agree with @Christina Lam . This has been requested for a long time and is a very necessary function to make the copy row function really useful.
+1 vote (again) for this feature
✅Did my post help answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!
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I am also frustrated with Smartsheet company, many features that users are requesting to improve but the answer is always coming. NATO - No action, talk only.
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It's a harsh reality realized daily…
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