Smartsheet Automations

Islam Zinxhirija

Hi Smartsheet Community,

I need to create a Smartsheet Automation to move rows into an archive sheet when record id appears in the Primary sheet, but does not appear in the Uploaded sheet.

Another Automation that I need to create is to copy rows into the Primary sheet when the record id appears in the uploaded sheet but does not appear in the Primary sheet.

Appreciate your help with this!

Thanks,

Islam

Danielle Arteaga

Hi, Islam.

One way to accomplish this is to add a columns to your Primary Sheet and Uploaded Sheet that check whether the record exists / does not exist in other sheets.

For example, you could create acheckboxcolumn on your Primary Sheet that checks whether the record is on the Uploaded Sheet using this formula:

=IFERROR(IF(INDEX({Uploaded Sheet Record ID}, MATCH([Record ID]@row, {Uploaded Sheet Record ID}, 0)) = 1, 0, 1), 0)

If the record exists in the Uploaded Sheet, the box will be checked. It will be unchecked if there is no match.

Repeat this same thing on your Uploaded Sheet to evaluate whether a record exists in your Primary Sheet:

=IFERROR(IF(INDEX({Primary Sheet Record ID}, MATCH([Record ID]@row, {Primary Sheet Record ID}, 0)) = 1, 0, 1), 0)

Now, you can create your workflows to move / copy rows using this checkbox columns as the trigger / condition for moving or copying. More details about those workflows are here:https://help.smartsheet.com/learning-track/smartsheet-intermediate/move-and-copy-rows