Copy Rows Automation - Only certain columns?

Gordon
Gordon ✭✭✭✭✭
edited 06/29/20 inSmartsheet Basics

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?

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If you are an Admin, I believe you can do this via the APIs.<\/p>

First, do a list of all of the groups, find the groups and their IDs, and then create a request to add your user to the respective group.<\/p>

Ryan<\/p>

✅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"},"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":442,"urlcode":"groups-and-group-management","name":"Groups and Group Management"},{"tagID":549,"urlcode":"account-and-user-management","name":"Account and User Management"}]},{"discussionID":110515,"type":"question","name":"How do I add text to a formula","excerpt":"My current formula below works, and returns the value, 25%. But I want to add specific text to the value returned. So it should read, 25% - Milestone 1, or Milestone 1 - 25% =INDEX({Milestone 1 - Preliminary Design Range 1}, MATCH([Activity ID]@row, {Milestone 1 - Preliminary Design Range 2}, 0)) Thanks.","snippet":"My current formula below works, and returns the value, 25%. But I want to add specific text to the value returned. So it should read, 25% - Milestone 1, or Milestone 1 - 25%…","categoryID":321,"dateInserted":"2023-09-20T16:52:32+00:00","dateUpdated":null,"dateLastComment":"2023-09-20T17:33:32+00:00","insertUserID":159073,"insertUser":{"userID":159073,"name":"SJTA","url":"https:\/\/community.smartsheet.com\/profile\/SJTA","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-09-23T18:47:39+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":159073,"lastUser":{"userID":159073,"name":"SJTA","url":"https:\/\/community.smartsheet.com\/profile\/SJTA","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-09-23T18:47:39+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":45,"score":null,"hot":3390461164,"url":"https:\/\/community.smartsheet.com\/discussion\/110515\/how-do-i-add-text-to-a-formula","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/110515\/how-do-i-add-text-to-a-formula","format":"Rich","tagIDs":[219,254],"lastPost":{"discussionID":110515,"commentID":396248,"name":"Re: How do I add text to a formula","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/396248#Comment_396248","dateInserted":"2023-09-20T17:33:32+00:00","insertUserID":159073,"insertUser":{"userID":159073,"name":"SJTA","url":"https:\/\/community.smartsheet.com\/profile\/SJTA","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-09-23T18:47:39+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":"2023-09-20T17:32:18+00:00","dateAnswered":"2023-09-20T17:27:12+00:00","acceptedAnswers":[{"commentID":396247,"body":"

Just add the text you want in quotes, than a plus sign, than the formula text.<\/p>

=\"Milestone 1 - \" + INDEX({Milestone 1 - Preliminary Design Range 1}, MATCH([Activity ID]@row, {Milestone 1 - Preliminary Design Range 2}, 0)) <\/p>

Or...<\/p>

=INDEX({Milestone 1 - Preliminary Design Range 1}, MATCH([Activity ID]@row, {Milestone 1 - Preliminary Design Range 2}, 0)) + \" - Milestone 1\"<\/p>

You can see an explanation of a similar use case in this video https:\/\/youtu.be\/g9eap8EjFTI?t=272<\/a><\/p>

Dan Palenchar | <\/strong>School of Sheets Solutions Consulting<\/a> (Smartsheet Aligned Gold Partner)<\/p>

Smartsheet Consulting Inquiries: schoolofsheets.com\/workwithus<\/a><\/p>

Smartsheet Tutorial Videos: schoolofsheets.com\/youtube<\/a><\/p>

\n
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<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"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":254,"urlcode":"formulas","name":"Formulas"}]},{"discussionID":110500,"type":"question","name":"Several Columns Have the Same Name","excerpt":"I have several workspaces that people use to make different sheets. The problem is that whenever I try to make a report for someone and I'm sorting out which columns to include, there are several columns with the same name. For instance, if the column name was 'Contacts', there are four columns named 'Contacts' which each…","snippet":"I have several workspaces that people use to make different sheets. The problem is that whenever I try to make a report for someone and I'm sorting out which columns to include,…","categoryID":321,"dateInserted":"2023-09-20T13:47:58+00:00","dateUpdated":null,"dateLastComment":"2023-09-20T15:34:19+00:00","insertUserID":166963,"insertUser":{"userID":166963,"name":"happinessisland","title":"Administrative Assistant","url":"https:\/\/community.smartsheet.com\/profile\/happinessisland","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-09-21T17:58:27+00:00","banned":0,"punished":0,"private":true,"label":"✭"},"updateUserID":null,"lastUserID":166963,"lastUser":{"userID":166963,"name":"happinessisland","title":"Administrative Assistant","url":"https:\/\/community.smartsheet.com\/profile\/happinessisland","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-09-21T17:58:27+00:00","banned":0,"punished":0,"private":true,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":35,"score":null,"hot":3390442937,"url":"https:\/\/community.smartsheet.com\/discussion\/110500\/several-columns-have-the-same-name","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/110500\/several-columns-have-the-same-name","format":"Rich","tagIDs":[527],"lastPost":{"discussionID":110500,"commentID":396207,"name":"Re: Several Columns Have the Same Name","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/396207#Comment_396207","dateInserted":"2023-09-20T15:34:19+00:00","insertUserID":166963,"insertUser":{"userID":166963,"name":"happinessisland","title":"Administrative Assistant","url":"https:\/\/community.smartsheet.com\/profile\/happinessisland","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-09-21T17:58:27+00:00","banned":0,"punished":0,"private":true,"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":"2023-09-20T15:33:59+00:00","dateAnswered":"2023-09-20T14:26:37+00:00","acceptedAnswers":[{"commentID":396182,"body":"

Hello @happinessisland<\/a>,<\/p>

What is likely happening here is that the columns from the various sheets are different column types. For example, one sheet might have the Contacts column as a Contact List, another might have it as a Dropdown List, and yet another might have it as Text. Each column type will show up separately on a report. If you want the data to combine into a single report column, they should all be the same Column Type.<\/p>

I would suggest changing them all to the same type and then educating people using those sheets on the preferred way to use Contacts columns in your process.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"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":527,"urlcode":"columns","name":"columns"}]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&categoryID=321&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":5099,"limit":3},"title":"Trending in Smartsheet Basics","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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