Automatically archive info to new sheet once hit limit .. ?

dana y
dana y

Hello there,

Was hoping someone could have some insight on this. We are looking to see if smartsheets can be the platform for an operators log.. the features of the dashboard and filters to help ease searching ...

But our issue is; the size constraints .. we probably would use 5000 lines in a few weeks and to manually archive could be cumbersome and another task to put on already busy people .. so would like to know once the size gets to a certain point; if there is something we could set up so smartsheet automatically moves this info to another searchable new sheet and has a new blank one ready to go? or better yet a seamless transition that would be undetectable by the user ?

We still need to keep access to i would probably guess one years worth of logs ..

Thanks much

dana

Comments

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi Dana,

    I think that something could be set up with the help of Zapier or a similar service.

    My thinking is that there would be a rule in the sheet that triggers when you've come to 4950 rows and that would create a new sheet. Not sure if it's possible.

    I hope this helps you!

    Best,

    Andrée Starå - Workflow Consultant @ Get Done

    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.

I figured out a workaround -- if the date is entered in long form in a text column instead of a date column, it populates as entered. <\/p>

Don't know if there is another way to affect the formatting if populating from a date column.<\/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":1},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]},{"discussionID":91824,"type":"question","name":"Dynamic View - Dropdown Lists","excerpt":"I have certain single and multiple select list columns that do not have the \"restrict to dropdown values only\" checked on the source sheet but in Dynamic View we are unable to add in our own values if they don't exist in the dropdown. This has been extremely frustrating especially when trying to capture new values and…","snippet":"I have certain single and multiple select list columns that do not have the \"restrict to dropdown values only\" checked on the source sheet but in Dynamic View we are unable to add…","categoryID":343,"dateInserted":"2022-06-06T17:24:20+00:00","dateUpdated":"2022-06-14T14:39:36+00:00","dateLastComment":"2023-07-19T19:59:34+00:00","insertUserID":113932,"insertUser":{"userID":113932,"name":"Emmy Anderson","url":"https:\/\/community.smartsheet.com\/profile\/Emmy%20Anderson","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!jplUI_CI3bw!8o9VN1d3-no!6TkM7ozjpN6","dateLastActive":"2023-05-04T14:55:16+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"},"updateUserID":91566,"lastUserID":159135,"lastUser":{"userID":159135,"name":"Meredith Rhodes","url":"https:\/\/community.smartsheet.com\/profile\/Meredith%20Rhodes","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!nAHTX1zFB30!3-DcP2_U_mU!0YuvNuMRG8s","dateLastActive":"2023-07-24T16:34:51+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":6,"countViews":438,"score":null,"hot":3344336634,"url":"https:\/\/community.smartsheet.com\/discussion\/91824\/dynamic-view-dropdown-lists","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/91824\/dynamic-view-dropdown-lists","format":"Rich","tagIDs":[319],"lastPost":{"discussionID":91824,"commentID":386084,"name":"Re: Dynamic View - Dropdown Lists","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/386084#Comment_386084","dateInserted":"2023-07-19T19:59:34+00:00","insertUserID":159135,"insertUser":{"userID":159135,"name":"Meredith Rhodes","url":"https:\/\/community.smartsheet.com\/profile\/Meredith%20Rhodes","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!nAHTX1zFB30!3-DcP2_U_mU!0YuvNuMRG8s","dateLastActive":"2023-07-24T16:34:51+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,"attributes":{"question":{"status":"accepted","dateAccepted":"2022-06-08T12:36:40+00:00","dateAnswered":"2022-06-06T18:38:56+00:00","acceptedAnswers":[{"commentID":332119,"body":"

Hi @Emmy Anderson<\/a> <\/p>

You are not missing anything. This is how DV works with dropdowns unfortunately. My work around in the past is to create an other option in the drop down, user chooses save. Then have logic built for a text field that appears so the user can input the values not present in dropdown. <\/p>

Hope this helps<\/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":319,"urlcode":"functionality","name":"functionality"}]},{"discussionID":107733,"type":"question","name":"Active Directory Integration","excerpt":"Hello, We have recently setup our Active Directory Integration. Are we able to pull data that is included in AD into a sheet in Smartsheet? For example: Name, Title, Department? And if so, how? Thanks, Melitta","snippet":"Hello, We have recently setup our Active Directory Integration. Are we able to pull data that is included in AD into a sheet in Smartsheet? For example: Name, Title, Department?…","categoryID":343,"dateInserted":"2023-07-18T14:35:41+00:00","dateUpdated":null,"dateLastComment":"2023-07-19T19:00:49+00:00","insertUserID":131821,"insertUser":{"userID":131821,"name":"Melitta","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Melitta","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!7FjR-2zeSSY!zOlQs_Tjxjo!J3yyx3hqT9S","dateLastActive":"2023-07-21T14:38:32+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"},"updateUserID":null,"lastUserID":131821,"lastUser":{"userID":131821,"name":"Melitta","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Melitta","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!7FjR-2zeSSY!zOlQs_Tjxjo!J3yyx3hqT9S","dateLastActive":"2023-07-21T14:38:32+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":40,"score":null,"hot":3379485390,"url":"https:\/\/community.smartsheet.com\/discussion\/107733\/active-directory-integration","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/107733\/active-directory-integration","format":"Rich","lastPost":{"discussionID":107733,"commentID":386058,"name":"Re: Active Directory Integration","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/386058#Comment_386058","dateInserted":"2023-07-19T19:00:49+00:00","insertUserID":131821,"insertUser":{"userID":131821,"name":"Melitta","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Melitta","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!7FjR-2zeSSY!zOlQs_Tjxjo!J3yyx3hqT9S","dateLastActive":"2023-07-21T14:38:32+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,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-07-19T19:00:44+00:00","dateAnswered":"2023-07-19T15:54:45+00:00","acceptedAnswers":[{"commentID":385977,"body":"

@Melitta<\/a> the only way to do this is via the API. If you have Bridge then you could achieve this.<\/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":625,"limit":3},"title":"Trending Posts","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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