Copy Row Automation causing duplicates

Melissa Boehl
Melissa Boehl ✭✭✭✭✭
inFormulas and Functions

I am using an automation that copies rows which contain the word "submittal" into a sheet where we are tracking submittal dates for all our projects. I cannot use a report because we need to be able to publish to a calendar. Therefore, the end result must be a sheet. As most of you probably know, these dates can change quite often. Every time the date is updated in the source sheet, it copies over as a new row instead of just updating the information from the original copy thereby causing numerous entries for the same item. This is causing multiple dates for the same item and confusion all around. Is there a way to do this without manually deleting all the duplicates?

Melissa Boehl

Business Systems Analyst ~ WithersRavenel

115 MacKenan Drive|Cary, NC 27511

Office: 919.469.3340|Direct: 919.238.0436

[email protected]

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  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    Answer ✓

    Hi@Melissa Boehl

    Yes. You could use cross-sheet formulas combined with 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.

    Make sense?

    Would that work/help?

    I hope that helps!

    Be safe and have a fantastic weekend!

    Best,

    Andrée Starå| Workflow Consultant / CEO @WORK BOLD

    ✅Did my post(s) help or answer your question 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

    https://workbold.com/

    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.

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Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    Answer ✓

    Hi@Melissa Boehl

    Yes. You could use cross-sheet formulas combined with 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.

    Make sense?

    Would that work/help?

    I hope that helps!

    Be safe and have a fantastic weekend!

    Best,

    Andrée Starå| Workflow Consultant / CEO @WORK BOLD

    ✅Did my post(s) help or answer your question 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

    https://workbold.com/

    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.

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  • Melissa Boehl
    Melissa Boehl ✭✭✭✭✭

    Andree, could you provide an example of what that formula would look like?

    Melissa Boehl

    Business Systems Analyst ~ WithersRavenel

    115 MacKenan Drive|Cary, NC 27511

    Office: 919.469.3340|Direct: 919.238.0436

    [email protected].com

    Did I answer to your question or fix the problem? PleasehelptheSmartsheet CommunitybyclickingAnswer Accepted. It will make it easier for users to discover solutions and resolve problems.

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  • Melissa Boehl
    Melissa Boehl ✭✭✭✭✭

    @Andrée StaråIs it possible you could provide an example formula I could try? I did try a few different variations of the type of formula you are describing but cannot seem to get it right. Thank you so much for your help.

    Melissa Boehl

    Business Systems Analyst ~ WithersRavenel

    115 MacKenan Drive|Cary, NC 27511

    Office: 919.469.3340|Direct: 919.238.0436

    [email protected]

    Did I answer to your question or fix the problem? PleasehelptheSmartsheet CommunitybyclickingAnswer Accepted. It will make it easier for users to discover solutions and resolve problems.

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Awesome! I'm glad it's working for you. 👍️<\/span><\/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":107143,"type":"question","name":"How can I get (on a separate metric sheet) the average SLA time within a given month?","excerpt":"I am trying to create a metric sheet to document how long response and acknowledgement times are taking per month for record keeping. I have a sheet that has an acknowledgement SLA column and a \"date of request\" (auto column for when the submission was created), and I'm looking to record the average for each month on a…","snippet":"I am trying to create a metric sheet to document how long response and acknowledgement times are taking per month for record keeping. I have a sheet that has an acknowledgement…","categoryID":322,"dateInserted":"2023-06-30T15:31:46+00:00","dateUpdated":null,"dateLastComment":"2023-06-30T17:30:08+00:00","insertUserID":159225,"insertUser":{"userID":159225,"name":"laney_white","url":"https:\/\/community.smartsheet.com\/profile\/laney_white","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!5FvXObtmaHw!CVFXQvc68Xo!anynrNoWe-v","dateLastActive":"2023-06-30T17:19:19+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":161714,"lastUser":{"userID":161714,"name":"Carson Penticuff","url":"https:\/\/community.smartsheet.com\/profile\/Carson%20Penticuff","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/B0Q390EZX8XK\/nBGT0U1689CN6.jpg","dateLastActive":"2023-06-30T19:46:20+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":21,"score":null,"hot":3376287114,"url":"https:\/\/community.smartsheet.com\/discussion\/107143\/how-can-i-get-on-a-separate-metric-sheet-the-average-sla-time-within-a-given-month","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/107143\/how-can-i-get-on-a-separate-metric-sheet-the-average-sla-time-within-a-given-month","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":107143,"commentID":383369,"name":"Re: How can I get (on a separate metric sheet) the average SLA time within a given month?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/383369#Comment_383369","dateInserted":"2023-06-30T17:30:08+00:00","insertUserID":161714,"insertUser":{"userID":161714,"name":"Carson Penticuff","url":"https:\/\/community.smartsheet.com\/profile\/Carson%20Penticuff","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/B0Q390EZX8XK\/nBGT0U1689CN6.jpg","dateLastActive":"2023-06-30T19:46:20+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/ZXS917R2FJKC\/master-sheet-png.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"master sheet.PNG"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-30T17:19:35+00:00","dateAnswered":"2023-06-30T15:50:27+00:00","acceptedAnswers":[{"commentID":383345,"body":"

If I understand correctly, this may help.<\/p>

=AVERAGEIF({date of request}, MONTH(@cell) = 2, {Ack SLA})<\/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":107112,"type":"question","name":"How to we exclude a specific name from a DISTINCT LIST USER formula","excerpt":"I would like to exclude a specific user name from this formula. The formula is working fine, and it is returning a distinct list of user names. However, we need to exclude certain users, that are no longer in the group. For example, how do I say to exclude user \"Joe Black\" from this list? =IFERROR(INDEX(DISTINCT({Trial…","snippet":"I would like to exclude a specific user name from this formula. The formula is working fine, and it is returning a distinct list of user names. However, we need to exclude certain…","categoryID":322,"dateInserted":"2023-06-29T22:30:22+00:00","dateUpdated":"2023-06-29T22:33:31+00:00","dateLastComment":"2023-06-30T18:57:45+00:00","insertUserID":157974,"insertUser":{"userID":157974,"name":"Filippo","url":"https:\/\/community.smartsheet.com\/profile\/Filippo","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-30T18:36:26+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":157974,"lastUserID":45516,"lastUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-06-30T18:56:25+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":8,"countViews":76,"score":null,"hot":3376234087,"url":"https:\/\/community.smartsheet.com\/discussion\/107112\/how-to-we-exclude-a-specific-name-from-a-distinct-list-user-formula","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/107112\/how-to-we-exclude-a-specific-name-from-a-distinct-list-user-formula","format":"Rich","lastPost":{"discussionID":107112,"commentID":383395,"name":"Re: How to we exclude a specific name from a DISTINCT LIST USER formula","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/383395#Comment_383395","dateInserted":"2023-06-30T18:57:45+00:00","insertUserID":45516,"insertUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-06-30T18:56:25+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-30T13:43:49+00:00","dateAnswered":"2023-06-30T12:01:20+00:00","acceptedAnswers":[{"commentID":383296,"body":"

Hi @Filippo<\/a> <\/p>

You can use a COLLECT Function<\/a> to filter results, for example:<\/p>

=IFERROR(INDEX(DISTINCT(COLLECT(<\/strong>{Trial Lead}, {Trial Lead}, <> \"Joe Black\")<\/strong>), [Unique Row ID]@row, 0), \"//m.santa-greenland.com/community/discussion/75514/\")<\/p>

An alternative would be to use a Report and Group by the Trial Lead column, ignoring out the users you don't want by adding them to the filter criteria in the Report.<\/p>

Cheers,<\/p>

Genevieve<\/p>"},{"commentID":383379,"body":"

Looks like I missed a closing parenthesis. Sorry about that.<\/p>


<\/p>

=IFERROR(INDEX(DISTINCT(COLLECT({Project Lead}, {Project Lead}, AND(@cell <> \"Joe Black\", @cell <> \"Jane Doe\"))), [Unique Row ID]@row), \"//m.santa-greenland.com/community/discussion/75514/\")<\/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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