Copy Rows Automation - Only certain columns?

When a copy row automation is triggered, is there a way to only copy certain columns/cells in that row?
If not, is there a way to then take the output sheet data and cross reference to matching rows in a third sheet, and can I build further automations off of the destination sheet?
Answers
-
Andrée Starå ✭✭✭✭✭✭
Hi Gordon,
Unfortunately, it's not possible at the moment to select which columns to include (it's coming), but it's an excellent idea!
Please submit an Enhancement Request when you have a moment
As a possible workaround, you could, as you mention, use cross-sheet formulas, but you'll need to have some unique identifier.
Would that work?
I hope that helps!
Be safe and have a fantastic week!
Best,
Andrée Starå
Workflow Consultant / CEO @WORK BOLD
✅做我的帖子(s)帮助或回答你什么stion or solve your problem? Please help the Community bymarking it as the accepted answer/helpful. 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.
-
ipeat ✭
(it's coming),
Sooner the better
-
Terry Lewis ✭✭✭✭✭✭
Couldn’t you also just allow the whole row to copy, but place the “extra” columns from the source sheet way over on the right side of the destination sheet? You could then hide these extra columns and just ignore them.
-
Could you please make this enhancement soon! My company could really utilize this. I am trying to get most teams and departments to start using smart sheet and if this enhancement happens then it would make it easier for my teams to want to use this. Thanks!!!
ps - already filled out a request enhancement form : )
-
Andrée Starå ✭✭✭✭✭✭
I would if I could, but I'm not a Smartsheet employee.
I'm a Smartsheet Partner / Consultant.
Be safe and have a fantastic week!
Best,
Andrée Starå| Workflow Consultant / CEO @WORK BOLD
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.
-
Stephanie Tran ✭✭✭✭✭✭
Any word when this feature might come out?
-
@Stephanie Trandid you receive a response to your question?
I have the same question, and the same need...would like to use workflow automation to copy a row to another sheet, but only include a subset of columns.
Please let us know if there is an update on the availability of this feature.
-
Andrée Starå ✭✭✭✭✭✭
Hi@Stephanie Tran,@Kevin Scott,@Terry Lewis,@Gordon&@ipeat.
I hope you're well and safe!
Here's a possible workaround
您可以使用cross-sheet公式结合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 week!
Best,
Andrée Starå| Workflow Consultant / CEO @WORK BOLD
✅做我的帖子(s)帮助或回答你什么stion or solve your problem? Please support the Community bymarking it Insightful/Vote Up 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.
-
Roland Horwood ✭✭✭✭✭✭
hmmm,
would be a very useful feature for updating multiple, but different sheets, when a new line is added to a "master" sheet, without getting all the columns you don't want... I'll look forward to it appearing as a feature at some point
-
Brett Wyrick ✭✭✭✭
Hello everyone -
Not to bring up a months-old post, but just wanted to say that this is doable if you use a service outside of Smartsheet.
Personally, I utilize Microsoft'sPower Automate(which is similar toZapier,Automate.io, etc.) to do custom automations like you're desiring. If anyone is interested, I could walk you through how to do thatif you have an existing subscription to Power Automate.I could figure out how to get it going in Zapier or another service, I'm sure.
If this answer answers your question, please press "Yes" above - it helps the community (and those random Googlers out there ) find solutions like yours faster.
Brett Wyrick;your friendly neighborhood freelance consultant & Smartsheet helper.
❓ Need some more help?Want to automate systems outside of Smartsheet to connect to your Smartsheet? Want to automate your sheets to talk to one another easier? Other questions?Send me an emailorconnect with me on LinkedIn.
Categories
Happy to help!<\/p>
No, that should work as long as the sheet's permissions are okay.<\/p>
✅Remember! <\/strong>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","log":{"dateUpdated":"2022-10-13 19:54:33","updateUser":{"userID":147369,"name":"PeggyLang","url":"https:\/\/community.smartsheet.com\/profile\/PeggyLang","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-10-13T19:53:27+00:00","banned":0,"punished":0,"private":false,"label":"✭"}}},"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":[]},{"discussionID":96499,"type":"question","name":"How do I override a row in a secondary sheet when the info is updated in the master sheet?","excerpt":"I have a Master sheet where all of the data is stored. I also have other secondary sheets that have just the applicable columns for those groups of people. When I update a date or cell in the master sheet, is there a way to either just update that same column in the secondary sheet with the new info or copy the entire row…","categoryID":321,"dateInserted":"2022-10-12T17:34:29+00:00","dateUpdated":null,"dateLastComment":"2022-10-13T18:35:17+00:00","insertUserID":151182,"insertUser":{"userID":151182,"name":"ajuelsgaard","url":"https:\/\/community.smartsheet.com\/profile\/ajuelsgaard","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!jD9qI_ZEy_o!ZBFrGdYxZ3o!BxiboRPb0pq","dateLastActive":"2022-10-14T12:50:05+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":151182,"lastUser":{"userID":151182,"name":"ajuelsgaard","url":"https:\/\/community.smartsheet.com\/profile\/ajuelsgaard","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!jD9qI_ZEy_o!ZBFrGdYxZ3o!BxiboRPb0pq","dateLastActive":"2022-10-14T12:50:05+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":4,"countViews":35,"score":null,"hot":3331284586,"url":"https:\/\/community.smartsheet.com\/discussion\/96499\/how-do-i-override-a-row-in-a-secondary-sheet-when-the-info-is-updated-in-the-master-sheet","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/96499\/how-do-i-override-a-row-in-a-secondary-sheet-when-the-info-is-updated-in-the-master-sheet","format":"Rich","tagIDs":[219,334],"lastPost":{"discussionID":96499,"commentID":347109,"name":"Re: How do I override a row in a secondary sheet when the info is updated in the master sheet?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/347109#Comment_347109","dateInserted":"2022-10-13T18:35:17+00:00","insertUserID":151182,"insertUser":{"userID":151182,"name":"ajuelsgaard","url":"https:\/\/community.smartsheet.com\/profile\/ajuelsgaard","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!jD9qI_ZEy_o!ZBFrGdYxZ3o!BxiboRPb0pq","dateLastActive":"2022-10-14T12:50:05+00:00","banned":0,"punished":0,"private":false,"label":"✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Using Smartsheet","url":"https:\/\/community.smartsheet.com\/categories\/using-smartsheet"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2022-10-13T18:34:15+00:00","dateAnswered":"2022-10-12T18:33:32+00:00","acceptedAnswers":[{"commentID":346948,"body":"
As far as copying the rows to the secondary sheet, what I do is just hide the unnecessary columns. Other than that you can just have vlookup or index\/match formulas in the columns on the secondary sheet to pull data from the first sheet.<\/p>"},{"commentID":346950,"body":"
So when you hide the columns on the secondary sheet, they stay hidden even when new rows are coming over.<\/p>
I do this both ways depending on how much data we're talking about. If I only need like 2 columns of data, I'll use INDEX\/MATCH.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question","log":{"dateUpdated":"2022-10-13 18:33:52","updateUser":{"userID":151182,"name":"ajuelsgaard","url":"https:\/\/community.smartsheet.com\/profile\/ajuelsgaard","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!jD9qI_ZEy_o!ZBFrGdYxZ3o!BxiboRPb0pq","dateLastActive":"2022-10-14T12:50:05+00:00","banned":0,"punished":0,"private":false,"label":"✭"}}},"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":219,"urlcode":"Sheets","name":"Sheets"},{"tagID":334,"urlcode":"automations","name":"Automations"}]},{"discussionID":96475,"type":"question","name":"Connecting an Excel Sheet to a Smartsheet field?","excerpt":"Hello, Is there a way to create a drop-down field in a form, with values that come from an excel sheet? In other words, can you connect an excel sheet to a Smartsheet, and have dropdown values generated from that excel sheet? I need my users to be able to click on the drop-down field, start typing in a code, and have their…","categoryID":321,"dateInserted":"2022-10-11T22:22:14+00:00","dateUpdated":null,"dateLastComment":"2022-10-12T04:36:27+00:00","insertUserID":153427,"insertUser":{"userID":153427,"name":"cyarian","url":"https:\/\/community.smartsheet.com\/profile\/cyarian","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-10-12T15:45:16+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":116407,"lastUser":{"userID":116407,"name":"Darren Mullen","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Darren%20Mullen","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/9WIC1TB7AJQT\/nP1GU5H4ITA1P.png","dateLastActive":"2022-10-14T04:04:42+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":1,"countViews":44,"score":null,"hot":3331076921,"url":"https:\/\/community.smartsheet.com\/discussion\/96475\/connecting-an-excel-sheet-to-a-smartsheet-field","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/96475\/connecting-an-excel-sheet-to-a-smartsheet-field","format":"Rich","lastPost":{"discussionID":96475,"commentID":346859,"name":"Re: Connecting an Excel Sheet to a Smartsheet field?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/346859#Comment_346859","dateInserted":"2022-10-12T04:36:27+00:00","insertUserID":116407,"insertUser":{"userID":116407,"name":"Darren Mullen","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Darren%20Mullen","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/9WIC1TB7AJQT\/nP1GU5H4ITA1P.png","dateLastActive":"2022-10-14T04:04:42+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Using Smartsheet","url":"https:\/\/community.smartsheet.com\/categories\/using-smartsheet"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2022-10-12T14:21:29+00:00","dateAnswered":"2022-10-12T04:36:27+00:00","acceptedAnswers":[{"commentID":346859,"body":"
@cyarian<\/a> You would need to use Smartsheet's premium app Data Shuttle to do this.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question","log":{"dateUpdated":"2022-10-12 14:21:29","updateUser":{"userID":153427,"name":"cyarian","url":"https:\/\/community.smartsheet.com\/profile\/cyarian","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-10-12T15:45:16+00:00","banned":0,"punished":0,"private":false,"label":"✭"}}},"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":[]}],"title":"Trending in Using Smartsheet","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">