Copying rows, but without automatically adding every single column into the 2nd sheet

I didn't see a discussion about this with a quick search, so here goes:

When I copy a row from one sheet to another, the 2nd sheet automatically gets updated to include every single column in the original sheet. This is a real hassle when I have 220 columns in the original sheet, but really only want 40 or so of them in the 2nd sheet. I end up hiding 180 columns of unnecessary data.

Then if I ever add a column or change a name in the original sheet, the 2nd sheet gets yet another column added during the next copy event.

a) is there any way to use the copy function to create a new row, but not add Every Single column into the 2nd sheet?

b) it would be fantastic to have the option when setting up the copy automation to choose whether to add all columns, or populate the new row using only the columns that already exist in the 2nd sheet.

Thanks!

Tags:

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    edited 04/29/23

    Hi@Josh W

    I hope you're well and safe!

    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 main destination sheet.

    Would that work/help?

    I hope that helps!

    Be safe, and have a fantastic weekend!

    Best,

    Andrée Starå| Workflow Consultant / CEO @WORK BOLD

    了我的帖子(s)帮助或回答你的问题吗tion or solve your problem? Please support the Community bymarking 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!

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå| Workflow Consultant / CEO @WORK BOLD

    W:www.workbold.com| E:[email protected]| P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • HI Andree,

    I am using Index/Match in a bunch of places as you describe, and I have some helper sheets as well. Those are all good tips, thanks!

    But in this case it isn't quite enough. What I'm actually doing is: A product manager (not me) adds a project to the main sheet, which then gets copied by an automation to a helper sheet so that certain 'organization' columns can be added, then it gets copied again to yet another sheet to display several Gantt bars as a project and product Roadmap.

    I have contemplated if the primary column of the helper sheet could be set up with a formula to always equal the primary column of may main project sheet, then have lots of other index lookups, and trigger the automation to send it to the final sheet when some particular matched column is not blank. Does that make sense? Maybe I'll try a test sheet.

  • Genevieve P.
    Genevieve P. Employee Admin

    Hey@Josh W

    One thing to keep in mind - workflows cannot be triggered by cell-links or formulas looking into another sheet. The trigger could be date-based, or set on a manual change.

    Cheers,

    Genevieve

@BStump<\/a> <\/p>

This method does produce separate reports:<\/p>

The Project Plan report will include this filter: \"Sheet Type\" is one of \"Project Plan\" -- this filter will exclude rows coming from the RAID Log (and all other types of sheets) because those other sheets will have a value in their \"Sheet Type\" column that is not \"Project Plan.\" <\/p>

The RAID Log report will include this filter: \"Sheet Type\" is one of \"RAID Log\" -- this filter will exclude rows coming from the Project Plan (and all other types of sheets) because those other sheets will have a value in their \"Sheet Type\" column that is not \"RAID Log.\" <\/p>

Thus, each report will include a filter rule specifying that only rows with its own sheet type can be included.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":265,"urlcode":"Reports","name":"Reports"}]},{"discussionID":108417,"type":"question","name":"How do i set up a conditional format, when i want more than one person in the assigned to column","excerpt":"I have each assigned to person with conditional format with a color to let them know what they are assigned to work, but what if i need two or more associates to work that particular assignment, how do i set up conditional formatting for that, or would that be a formula?","snippet":"I have each assigned to person with conditional format with a color to let them know what they are assigned to work, but what if i need two or more associates to work that…","categoryID":321,"dateInserted":"2023-08-02T14:26:40+00:00","dateUpdated":null,"dateLastComment":"2023-08-02T15:27:36+00:00","insertUserID":159629,"insertUser":{"userID":159629,"name":"Genesia","url":"https:\/\/community.smartsheet.com\/profile\/Genesia","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-02T20:20:14+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":159629,"lastUser":{"userID":159629,"name":"Genesia","url":"https:\/\/community.smartsheet.com\/profile\/Genesia","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-02T20:20:14+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":25,"score":null,"hot":3381977656,"url":"https:\/\/community.smartsheet.com\/discussion\/108417\/how-do-i-set-up-a-conditional-format-when-i-want-more-than-one-person-in-the-assigned-to-column","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108417\/how-do-i-set-up-a-conditional-format-when-i-want-more-than-one-person-in-the-assigned-to-column","format":"Rich","tagIDs":[245,254,334,437],"lastPost":{"discussionID":108417,"commentID":388509,"name":"Re: How do i set up a conditional format, when i want more than one person in the assigned to column","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/388509#Comment_388509","dateInserted":"2023-08-02T15:27:36+00:00","insertUserID":159629,"insertUser":{"userID":159629,"name":"Genesia","url":"https:\/\/community.smartsheet.com\/profile\/Genesia","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-02T20:20:14+00:00","banned":0,"punished":0,"private":false,"label":"✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/9VLKF1G9AO1Q\/image.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-03T09:17:11+00:00","dateAnswered":"2023-08-02T14:42:44+00:00","acceptedAnswers":[{"commentID":388483,"body":"

@Genesia<\/a> <\/p>

I would use conditional formatting. The rules for individual people should be in the form \"If Assigned To is equal to 'Curtis Coleman' then apply this format to the entire row.\" It's important to use \"is equal to\" rather than \"contains.\" Then add a final rule (at the bottom of the list of rules): \"If Assigned To is not blank then apply this format to the entire row.\"<\/p>

With this structure and wording for the rules, rows with a single person assigned will get their individual color and those with two or more people will get the color you assign in the last rule.<\/p>

Hope this helps!<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":245,"urlcode":"Sharing","name":"Sharing and Collaboration"},{"tagID":254,"urlcode":"Formulas","name":"Formulas"},{"tagID":334,"urlcode":"automations","name":"Automations"},{"tagID":437,"urlcode":"conditional-formatting","name":"Conditional Formatting"}]},{"discussionID":108415,"type":"question","name":"Creating Check out\/in sheet and form?","excerpt":"Is it possible to create a check out\/in sheet and form where the entries from the form will land on the same row? I want to create a form where people can check things out\/in on the same date. So I'd check things out the in the morning of 8\/2 and check them in at closing time. I want all the data to land on the same row so…","snippet":"Is it possible to create a check out\/in sheet and form where the entries from the form will land on the same row? I want to create a form where people can check things out\/in on…","categoryID":321,"dateInserted":"2023-08-02T13:59:28+00:00","dateUpdated":null,"dateLastComment":"2023-08-02T14:53:22+00:00","insertUserID":155551,"insertUser":{"userID":155551,"name":"mistone","url":"https:\/\/community.smartsheet.com\/profile\/mistone","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-02T15:19:06+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":126800,"lastUser":{"userID":126800,"name":"Kelly P.","url":"https:\/\/community.smartsheet.com\/profile\/Kelly%20P.","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-02T16:17:14+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":1,"countViews":22,"score":null,"hot":3381973370,"url":"https:\/\/community.smartsheet.com\/discussion\/108415\/creating-check-out-in-sheet-and-form","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108415\/creating-check-out-in-sheet-and-form","format":"Rich","lastPost":{"discussionID":108415,"commentID":388490,"name":"Re: Creating Check out\/in sheet and form?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/388490#Comment_388490","dateInserted":"2023-08-02T14:53:22+00:00","insertUserID":126800,"insertUser":{"userID":126800,"name":"Kelly P.","url":"https:\/\/community.smartsheet.com\/profile\/Kelly%20P.","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-02T16:17:14+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-02T15:19:19+00:00","dateAnswered":"2023-08-02T14:53:22+00:00","acceptedAnswers":[{"commentID":388490,"body":"

@mistone<\/a> <\/p>

Form entries cannot land in the same row. However, you could use a form entry to check out and then use an update request to check in. <\/p>

Hope this helps!<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&categoryID=321&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&sort=-hot&limit=3&expand%5B0%5D=all&expand%5B1%5D=-body&expand%5B2%5D=insertUser&expand%5B3%5D=lastUser&status=accepted","prevURL":null,"currentPage":1,"total":4908,"limit":3},"title":"Trending in Smartsheet Basics","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

Trending in Smartsheet Basics