Automate the copying of rows and deleting previous versions

I'd like to automate the copying of a row into a secondary sheet when a cell is updated. Then delete any older versions, on the secondary sheet. I have already created a system column to create project ID's. I can find previous versions of the copied data, but I'd like to automate it so that when the new information is added, the older data/line items are removed. Hoping to avoid linking cells. TYIA

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi@louis.c

    I hope you're well and safe!

    You could add a formula that checks for duplicates, and that checks a box on the previous one, and that would trigger a move row workflow to move it to a so-called helper sheet.

    Make sense?

    Would that work/help?

    I hope that helps!

    Have a fantastic weekend & Happy New Year!

    Best,

    Andrée Starå| Workflow Consultant / CEO @WORK BOLD

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=[End Date]@row - [Start Date]@row<\/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":108271,"type":"question","name":"Conditional formula - if a date is less than 30 days from today","excerpt":"I'm trying to create a conditional formula to flag if less than 30 days from today. I create a separate column to calculate but I am getting an error on the formula. =IF(AND([Event Date] > TODAY(), [Event Date] <= TODAY() + 30), \"Less than 30 days from today\", \"More than 30 days from today\") Help?","snippet":"I'm trying to create a conditional formula to flag if less than 30 days from today. I create a separate column to calculate but I am getting an error on the formula.…","categoryID":322,"dateInserted":"2023-07-28T18:21:58+00:00","dateUpdated":null,"dateLastComment":"2023-07-28T19:22:21+00:00","insertUserID":159884,"insertUser":{"userID":159884,"name":"Connie Cochran","url":"https:\/\/community.smartsheet.com\/profile\/Connie%20Cochran","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-28T19:21:59+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"},"updateUserID":null,"lastUserID":159884,"lastUser":{"userID":159884,"name":"Connie Cochran","url":"https:\/\/community.smartsheet.com\/profile\/Connie%20Cochran","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-28T19:21:59+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":4,"countViews":29,"score":null,"hot":3381143059,"url":"https:\/\/community.smartsheet.com\/discussion\/108271\/conditional-formula-if-a-date-is-less-than-30-days-from-today","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108271\/conditional-formula-if-a-date-is-less-than-30-days-from-today","format":"Rich","lastPost":{"discussionID":108271,"commentID":387894,"name":"Re: Conditional formula - if a date is less than 30 days from today","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/387894#Comment_387894","dateInserted":"2023-07-28T19:22:21+00:00","insertUserID":159884,"insertUser":{"userID":159884,"name":"Connie Cochran","url":"https:\/\/community.smartsheet.com\/profile\/Connie%20Cochran","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-28T19:21:59+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":"2023-07-28T19:21:56+00:00","dateAnswered":"2023-07-28T18:55:42+00:00","acceptedAnswers":[{"commentID":387890,"body":"

Try this:<\/p>

=IF(ISDATE([Event Date]@row), IF(AND([Event Date]@row > TODAY(), [Event Date]@row <= TODAY(30)), \"Less than 30 days from today\", \"More than 30 days from today\"), \"//www.santa-greenland.com/community/discussion/86299/\")<\/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":108267,"type":"question","name":"Combining IF Formula for Blank\/ Not Blank Cells","excerpt":"I want to create a formula that provides the below statuses: -Complete: Based on \"Collected Date\" not null -Incomplete: Based on \"Collected Date\" null and \"Antcipated Collected Date\" null -Pending: Based on \"Anticipated Collcted Date\" not null and \"Collected Date\" null Below is what I have, but it's unparseable:…","snippet":"I want to create a formula that provides the below statuses: -Complete: Based on \"Collected Date\" not null -Incomplete: Based on \"Collected Date\" null and \"Antcipated Collected…","categoryID":322,"dateInserted":"2023-07-28T17:23:40+00:00","dateUpdated":null,"dateLastComment":"2023-07-28T18:28:47+00:00","insertUserID":164288,"insertUser":{"userID":164288,"name":"brownrobe","url":"https:\/\/community.smartsheet.com\/profile\/brownrobe","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-28T18:42:06+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":164288,"lastUser":{"userID":164288,"name":"brownrobe","url":"https:\/\/community.smartsheet.com\/profile\/brownrobe","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-28T18:42:06+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":45,"score":null,"hot":3381135147,"url":"https:\/\/community.smartsheet.com\/discussion\/108267\/combining-if-formula-for-blank-not-blank-cells","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108267\/combining-if-formula-for-blank-not-blank-cells","format":"Rich","lastPost":{"discussionID":108267,"commentID":387885,"name":"Re: Combining IF Formula for Blank\/ Not Blank Cells","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/387885#Comment_387885","dateInserted":"2023-07-28T18:28:47+00:00","insertUserID":164288,"insertUser":{"userID":164288,"name":"brownrobe","url":"https:\/\/community.smartsheet.com\/profile\/brownrobe","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-28T18:42:06+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":"2023-07-28T18:30:11+00:00","dateAnswered":"2023-07-28T18:22:11+00:00","acceptedAnswers":[{"commentID":387882,"body":"

Greetings @brownrobe<\/a>,<\/p>

Here is a possible solution for your formula:<\/p>

=IF(NOT(ISBLANK([Recovery Collected Date]@row)), \"Complete\", IF(AND(ISBLANK([Recovery Collected Date]@row), ISBLANK([Anticipated Collection Date]@row)), \"Incomplete\", IF(AND(NOT(ISBLANK([Anticipated Collection Date]@row)), ISBLANK([Recovery Collected Date]@row)), \"Pending\", \"//www.santa-greenland.com/community/discussion/86299/\")))<\/p>

Please confirm I have your column names correct and adjust as needed.<\/p>

I hope this helps, and have a great weekend.<\/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":[]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&categoryID=322&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":10000,"limit":3},"title":"Trending in Formulas and Functions ","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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