Fill a Google Sheets or excel template with data in Smartsheet grid

LGraf
LGraf ✭✭
edited 06/01/23 inAdd Ons and Integrations

I set up a Smartsheet form for users to input data that populates a Smartsheet grid. I would like to pull selected parts of that data into a separate template where the data is automatically input, like can be done with the Google Doc merge file feature. The end document would preferably be in Google Sheet or excel format.

I did consider inserting a table in a Google Doc and then using the merge file feature but given that many rows and columns of data need to be pulled over this is not an ideal format.

Suggestions on how to do this?

Thanks.

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Answers

  • Kleerfyre
    Kleerfyre ✭✭✭✭✭✭

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    Jonathan Sanders, CSM

    "Change is always scary because it is unknown, but facing the unknown is what makes us stronger."

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Hi @Kaveri Vipat<\/a> <\/p>

I hope you're well and safe!<\/p>

Unfortunately, as far as I know, it's not possible now to have the Destination Sheet change dynamically, but it's an excellent idea!<\/p>

Please submit this as a Product Feedback or Idea <\/strong>(If it hasn't been added already)<\/em><\/strong> when you have a moment.<\/strong><\/a><\/p>

I hope that helps!<\/p>

Be safe and have a fantastic week!<\/p>

Best,<\/p>

Andrée Starå<\/strong><\/a> | Workflow Consultant \/ CEO @ WORK BOLD<\/strong><\/a><\/p>

✅Did my post(s) help or answer your question or solve your problem? Please support the Community by <\/em>marking it Insightful\/Vote Up, Awesome, or\/and as the accepted answer<\/em><\/strong>. It will make it easier for others to find a solution or help to answer!<\/em><\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":343,"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations","allowedDiscussionTypes":["discussion","question"]},"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":334,"urlcode":"automations","name":"Automations"}]},{"discussionID":108283,"type":"question","name":"Bridge: Add Row module with empty cells","excerpt":"Hello - I am working a Bridge workflow to Get Row from a source sheet, and Copy Row with select columns to a target sheet. The workflow between the sheets is working great, but my question is that some row cell information will be blank from the source sheet going to the target sheet and thus my Get Row Cells Values come…","snippet":"Hello - I am working a Bridge workflow to Get Row from a source sheet, and Copy Row with select columns to a target sheet. The workflow between the sheets is working great, but my…","categoryID":343,"dateInserted":"2023-07-28T22:43:32+00:00","dateUpdated":"2023-07-31T09:08:57+00:00","dateLastComment":"2023-08-01T12:05:13+00:00","insertUserID":155331,"insertUser":{"userID":155331,"name":"MHalvey","url":"https:\/\/community.smartsheet.com\/profile\/MHalvey","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/5XN473Z9AXCW\/nOE57ZX9L8KLD.png","dateLastActive":"2023-08-01T16:19:48+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"},"updateUserID":91566,"lastUserID":45516,"lastUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-08-01T15:39:04+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":5,"countViews":45,"score":null,"hot":3381478725,"url":"https:\/\/community.smartsheet.com\/discussion\/108283\/bridge-add-row-module-with-empty-cells","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108283\/bridge-add-row-module-with-empty-cells","format":"Rich","tagIDs":[227,277,369,448],"lastPost":{"discussionID":108283,"commentID":388166,"name":"Re: Bridge: Add Row module with empty cells","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/388166#Comment_388166","dateInserted":"2023-08-01T12:05:13+00:00","insertUserID":45516,"insertUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-08-01T15:39:04+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":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/SAB67C168CJ8\/get-row-cell-info.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"Get Row Cell Info.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-07-31T20:14:05+00:00","dateAnswered":"2023-07-31T16:55:59+00:00","acceptedAnswers":[{"commentID":388055,"body":"

I misspoke. You would set one up for each column. The trigger would be when rows are added or changed and [Column Name] changes to any value, condition is [Column Name] contains {{, action would be Clear Cell Value in [Column Name].<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":343,"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations","allowedDiscussionTypes":["discussion","question"]},"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":227,"urlcode":"api-and-developers","name":"API and Developers"},{"tagID":277,"urlcode":"Integrations","name":"Integrations"},{"tagID":369,"urlcode":"bridge-by-smartsheet","name":"Bridge"},{"tagID":448,"urlcode":"workflows-in-smartsheet","name":"Workflows in Smartsheet"}]},{"discussionID":108273,"type":"question","name":"How can I remove white space if no legend is used?","excerpt":"I remove the legend but now I have white space I can't remove. If I try to resize the box it just compresses the data I do have and still leaves the same amount of whitespace. Can I remove that?","snippet":"I remove the legend but now I have white space I can't remove. If I try to resize the box it just compresses the data I do have and still leaves the same amount of whitespace. Can…","categoryID":343,"dateInserted":"2023-07-28T19:20:25+00:00","dateUpdated":"2023-07-28T19:20:53+00:00","dateLastComment":"2023-07-28T22:30:32+00:00","insertUserID":147818,"insertUser":{"userID":147818,"name":"KimTDSYN","url":"https:\/\/community.smartsheet.com\/profile\/KimTDSYN","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-31T12:07:18+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":147818,"lastUserID":8888,"lastUser":{"userID":8888,"name":"Andrée Starå","title":"Smartsheet Expert Consultant & Partner | Workflow Consultant \/ CEO @ WORK BOLD","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/0PAU3GBYQLBT\/nXWM7QXGD6464.jpg","dateLastActive":"2023-08-01T15:29:24+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":26,"score":null,"hot":3381156657,"url":"https:\/\/community.smartsheet.com\/discussion\/108273\/how-can-i-remove-white-space-if-no-legend-is-used","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108273\/how-can-i-remove-white-space-if-no-legend-is-used","format":"Rich","lastPost":{"discussionID":108273,"commentID":387935,"name":"Re: How can I remove white space if no legend is used?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/387935#Comment_387935","dateInserted":"2023-07-28T22:30:32+00:00","insertUserID":8888,"insertUser":{"userID":8888,"name":"Andrée Starå","title":"Smartsheet Expert Consultant & Partner | Workflow Consultant \/ CEO @ WORK BOLD","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/0PAU3GBYQLBT\/nXWM7QXGD6464.jpg","dateLastActive":"2023-08-01T15:29:24+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":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/A8SM82XZQX97\/image.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-07-31T12:08:03+00:00","dateAnswered":"2023-07-28T20:46:01+00:00","acceptedAnswers":[{"commentID":387915,"body":"

Unfortunately that space is there no matter what you do.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":343,"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations","allowedDiscussionTypes":["discussion","question"]},"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=343&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&sort=-dateLastComment&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":628,"limit":3},"title":"Trending Posts","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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