How to move automatically from one Hierarchy to another

Donna · 11/07/18

Hello,

I have couple of Hierarchy in my sheet: Won Opportunities, Lost Opportunities and complete funnel.

I would like that every time I make an update from Microsoft dynamics those opportunities go immediately to the corresponding Hierarchy.

For example: if the opportunities was in Hierarchy: complete funnel and the status move to Won, I would like this row move automatically to the Hierarchy: Won Opportunities.

Unfortunately I cannot take as option drag and drop. As well I cannot use multiple sheets to use the option move to another sheet. I have a really big sheet with almost 4,000 rows that’s is why I need something automatic.

Can someone help me out here?

Thank you

Donna

Andrée Starå · 11/07/18

Hi Donna,

Smartsheet mentioned functionality that is coming for moving rows and more and that might help. We'll have to wait and see how it will work.

Smartsheet also recently released a new add-on called Data Uploader that could be an option.

Please see the attached link/screenshot for more information.

https://www.smartsheet.com/datauploader

Would Data Uploader work?

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

Donna · 11/08/18

Hello Andree,

Thanks for your answer, but unfortunately it’s just don’t work.

Looks like I have to do it manually.

Best regards

Donna

Andrée Starå · 11/08/18

Happy to help!

It will probably get easier when the new features come out.

Best,

Andrée

Ramsay Zaki · 10/21/19

This can be done with Microsoft Flow and usage of the Smartsheet API. The basic steps would be:

1. Status changes in Dynamics

2. Microsoft Flow triggers an action based upon the Status change in Dynamics

3. Search Smartsheet for the Row ID # of the already existing records (Get Row #)

4. Move the row to its new location (this presumes you know the Row # of the parent hierarchy that you want to move it to. You'll move it to the next row below that one.

Andrée Starå · 10/22/19

Thanks for sharing Ramsay.

Come to think of it would also work with the third-party solution, Zapier.

Best,

Andrée

How to move automatically from one Hierarchy to another

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