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Formula to move a row to another sheet?
Good morning,
I'm hoping I can formulate a column so that if the checkbox is checked, it will move that row to another specified sheet.
Can this be done?
If column A is checked, move to Sheet B is the basics, but formulas always mess with me.
Blessings,
Loann
Comments
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Tim Meeks ✭✭✭✭✭✭
Loann,
Dno't know of any way this can be done with a formula. We have some developers here who are .net programmers and have used the SS APIs to move rows from one sheet to another. The only ways I know of are manually or by a tool such as Azqua.
Good to hear from you! hope all is well.
Tim
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Loann McGee ✭✭✭✭✭✭
Thanks, Tim! Manual it shall be - or I'l teach them all about the filter option. ;-)
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Richard Rymill SBP ✭✭✭✭✭✭
Loann Tim is right but to add....
What you describe can be done fairly easily using Zapier. That will not MOVE but will COPY that row to another sheet creating a NEW ROW in the landing sheet.
What might be just easier?... is when in the Row you wish to MOVE, highlight the row and Right Click "Move to another sheet" and you can MOVE several at one go, after a filter or a sort. Would that be easier?
Hope that helps
RichardR
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Loann McGee ✭✭✭✭✭✭
I do the latter - I was asked if it can be automated, which I didn't think was the case (at least not easily). And for the sheet we're working from, it isn't cumbersome in the least to manually select the row(s) and move.
Thanks, Richard!
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I did a riff on RichardR's suggestion. Completed tasks are conditionally formatted to change to light gray text with a Strikethrough style applied. This leaves them in place until I've reviewed with everyone I need to review with...
I also created a checkbox column called Archive. When I'm ready to cleaned up and move Completed Items, I check the Archive box and apply a filter so that only completed items show. I select all the completed items that I've set to archive, and use the "Move to another sheet command."
Still not automated, but make it easy do do batches.
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Richard Rymill SBP ✭✭✭✭✭✭
Nice one Stan, glad that works for you and the amount of manual labour is very little and compared with automation...does give you the opportunity to review the detail before archive, just in case of errors.
If the sheer volume of this work did get too much, we can show you a way using API linkages to automate the activity but there is a cost, so if you are happy as you are that is good.
Richardr
Categories
Instead of applying the formula to \"Multiselect Text String\" row, did you tried with \"Multiselect Values\" row?<\/p>
=IF(HAS([Multiselect Values]@row, [Component ID]@row), \"MATCH\", \"NO MATCH\")<\/p>
Thank you,<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","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":[]},{"discussionID":109493,"type":"question","name":"I am having trouble using \"And\", \"OR\" & \"Countif(s)\" to build a formula.","excerpt":"Hello, I am attempting to come up with a sheet summary formula that counts cells if they meet at least one of 3 different statuses in the same column, AND also meet one of 5 different statuses in a separate column. So using the screenshot I've provided as an example (although it doesn't have 5 different statuses in the…","snippet":"Hello, I am attempting to come up with a sheet summary formula that counts cells if they meet at least one of 3 different statuses in the same column, AND also meet one of 5…","categoryID":322,"dateInserted":"2023-08-25T20:03:21+00:00","dateUpdated":null,"dateLastComment":"2023-08-26T00:34:49+00:00","insertUserID":165710,"insertUser":{"userID":165710,"name":"SmarsheetNewb","url":"https:\/\/community.smartsheet.com\/profile\/SmarsheetNewb","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-26T00:33:27+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":161714,"lastUser":{"userID":161714,"name":"Carson Penticuff","url":"https:\/\/community.smartsheet.com\/profile\/Carson%20Penticuff","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/B0Q390EZX8XK\/nBGT0U1689CN6.jpg","dateLastActive":"2023-08-27T02:16:35+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":26,"score":null,"hot":3386005690,"url":"https:\/\/community.smartsheet.com\/discussion\/109493\/i-am-having-trouble-using-and-or-countif-s-to-build-a-formula","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/109493\/i-am-having-trouble-using-and-or-countif-s-to-build-a-formula","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":109493,"commentID":392692,"name":"Re: I am having trouble using \"And\", \"OR\" & \"Countif(s)\" to build a formula.","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/392692#Comment_392692","dateInserted":"2023-08-26T00:34:49+00:00","insertUserID":161714,"insertUser":{"userID":161714,"name":"Carson Penticuff","url":"https:\/\/community.smartsheet.com\/profile\/Carson%20Penticuff","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/B0Q390EZX8XK\/nBGT0U1689CN6.jpg","dateLastActive":"2023-08-27T02:16:35+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":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-26T00:33:25+00:00","dateAnswered":"2023-08-25T20:44:12+00:00","acceptedAnswers":[{"commentID":392662,"body":"
Try this:<\/p>
=COUNTIFS([Item Number]:[Item Number], OR(@cell = \"C001\", @cell = \"COO2\", @cell = \"COO3\", @cell = \"COO4\"), [Status]:[Status], OR(@cell = \"Green\", @cell = \"Yellow\", @cell = \"Red\"))<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","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":254,"urlcode":"formulas","name":"Formulas"}]},{"discussionID":109500,"type":"question","name":"Auto-populate emails on a \"contact list\" column","excerpt":"I have a Form created for internal employees where they can submit request tickets to my department. We all have an account with Smartsheet. One of our columns (\"Requestor Name\") is in the Form where they type in their names. The \"Requestor Name\" column is a Contac List column. My issue here is, how can I have Smartsheet…","snippet":"I have a Form created for internal employees where they can submit request tickets to my department. We all have an account with Smartsheet. One of our columns (\"Requestor Name\")…","categoryID":321,"dateInserted":"2023-08-25T21:43:36+00:00","dateUpdated":"2023-08-25T21:44:14+00:00","dateLastComment":"2023-08-25T22:14:15+00:00","insertUserID":164850,"insertUser":{"userID":164850,"name":"ocanel","title":"Analyst","url":"https:\/\/community.smartsheet.com\/profile\/ocanel","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-27T06:55:05+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":164850,"lastUserID":165374,"lastUser":{"userID":165374,"name":"Shanky Paul","title":"Project Manager","url":"https:\/\/community.smartsheet.com\/profile\/Shanky%20Paul","photoUrl":"https:\/\/lh3.googleusercontent.com\/a\/AAcHTtcAdE60g-MBEj1rR28GVz9zn6RmbZsmEQm5EiEV=s96-c","dateLastActive":"2023-08-27T08:29:18+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":1,"countViews":25,"score":null,"hot":3386002071,"url":"https:\/\/community.smartsheet.com\/discussion\/109500\/auto-populate-emails-on-a-contact-list-column","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/109500\/auto-populate-emails-on-a-contact-list-column","format":"Rich","tagIDs":[204,247,334,448,527],"lastPost":{"discussionID":109500,"commentID":392677,"name":"Re: Auto-populate emails on a \"contact list\" column","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/392677#Comment_392677","dateInserted":"2023-08-25T22:14:15+00:00","insertUserID":165374,"insertUser":{"userID":165374,"name":"Shanky Paul","title":"Project Manager","url":"https:\/\/community.smartsheet.com\/profile\/Shanky%20Paul","photoUrl":"https:\/\/lh3.googleusercontent.com\/a\/AAcHTtcAdE60g-MBEj1rR28GVz9zn6RmbZsmEQm5EiEV=s96-c","dateLastActive":"2023-08-27T08:29:18+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":"2023-08-27T06:55:03+00:00","dateAnswered":"2023-08-25T22:14:15+00:00","acceptedAnswers":[{"commentID":392677,"body":"
Hi, <\/p>
Add a \"Created By\" column in your sheet and turn on \"Required smartsheet login to access your form\" in your form setting. So that whoever fills out the form, their email id will be automatically captured in \"created by\" column. This will replace your \"Requestor Name\" column. <\/p>
Thank you!<\/p>
<\/p>