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Hi,
I am trying to extract information from a sheet - I want to specify a value and extract the rows from a sheet or report where that value is found (e.g. say a date and extract all the rows where that date is shown). I then want to export these rows as a document or (ideally) and email.
Is this possible? I have been looking at the automations, but I can't see what I actually need.
All the best,
Enzo
Hi,
I hope you're well and safe!
You could filter or use a report, select the rows, and email them.
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 comment(s) help/answer your question or solve your problem? Please support the Community and me by marking it - Insightful 💡- Vote Up ⬆️ - Aweseome ❤️ - or/and as the accepted answer. It will make it easier for others to find a solution or help to answer! I appreciate it, thanks!
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.
Hi Andrée,
Thank you - of course, I can do it manually, I already have a report grouped in the way I want. What I was hoping is that this would be done automatically - it seems like a common operation that could be automated easily.
All the best,
Enzo
Happy to help!
Ok. Do you always filter on the same thing? We could maybe use a helper column that checks a box when a filter (in this case, a cell or similar that you input a value in) used in the sheet is true, and that would trigger an alert.
Would that work/help?
✅ Remember! Did my comment(s) help/answer your question or solve your problem? Please support the Community and me by marking it - Insightful 💡- Vote Up ⬆️ - Aweseome ❤️ - or/and as the accepted answer. It will make it easier for others to find a solution or help to answer! I appreciate it, thanks!
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.
Not really - basically I have a sheet where I gather information by date; I want to be able to extract and email the rows which are specific to a date - the date will depend on what date I want to extract.
Also I don't see an action to actually send material via email - I see alerts, but not email export. There is a document generation action, but it's not clear to me if that works in the way I want - it asks for a PDF template. I'll look into that in more details.
That was my idea! Have a selection cell(s) in the sheet summary, and then check the helper column. This could trigger the alert or the creation of a Document from Document Builder that could then be sent, but it would be one for each row; otherwise, they would have to be collected together in one row.
Make sense?
✅ Remember! Did my comment(s) help/answer your question or solve your problem? Please support the Community and me by marking it - Insightful 💡- Vote Up ⬆️ - Aweseome ❤️ - or/and as the accepted answer. It will make it easier for others to find a solution or help to answer! I appreciate it, thanks!
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.
Interesting about the collection into one row - I'll try that and let you know how it goes! Thank you!
It's not possible to have a filter in an automation to check if a date field is 'today' or 'in the past'?!?
No, it's too restrictive, I'm unable to do what I want to do. I'll have to revert to doing this manually - not ideal, but I can't see a way forward. I'll add a proposal for a feature.
Ok.
You're more than welcome!
✅ Remember! Did my comment(s) help/answer your question or solve your problem? Please support the Community and me by marking it - Insightful 💡- Vote Up ⬆️ - Aweseome ❤️ - or/and as the accepted answer. It will make it easier for others to find a solution or help to answer! I appreciate it, thanks!
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.
I have managed to do something which helps.
I have added a hidden checkbox which indicates if a meeting is in the past; a daily automation moves the rows where the checkbox is ticked into a "history" sheet. I then manually send the rows.
Excellent!
I'm glad you got something working!
✅ Please support the Community by marking your comment as the accepted answer. It will make it easier for others to find a solution or help to answer! I appreciate it, thanks!
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.
