If you're building an intake process, you might find yourself creating multiple sheets that need to connect.
In this video, we'll walk you through how to build an automation to easily move a row of data from one sheet into another.
AND we'll call out a couple of gotchas when it comes to managing data that's pulled together from multiple sheets. Because nobody wants to have duplicate data or be overwhelmed with the size of their sheet!
Sure, here's a step-by-step tutorial on how to use automations in Smartsheet to move a row to a new sheet:
Create Your Source Sheet: First, you need a source sheet from which you want to move the rows. This sheet should contain the data you want to transfer.
Create Your Destination Sheet: Create a new sheet where you want the rows to be moved. This will be your destination sheet.
Set Up Columns: Ensure that the columns in both the source and destination sheets match. You'll need the same column structure for the automation to work smoothly.
Create the Automation:
In Smartsheet, go to the source sheet.
Click on the automation icon (lightning bolt) at the top-right corner of the sheet.
Click on "Create New Automation."
Set the Trigger:
Choose the trigger that will initiate the automation. In this case, select "When a row is updated."
Define the Conditions:
Specify the conditions that must be met for the automation to run. For example, you might want the automation to trigger when a certain column is updated or when a checkbox is checked.
Define the Action:
Choose "Move row" as the action for the automation.
Select the destination sheet where you want the row to be moved.
Map the columns from the source sheet to the corresponding columns in the destination sheet.
Test the Automation:
Before activating the automation, it's a good idea to test it to ensure that it works as expected. You can do this by manually triggering the automation or by updating a row to meet the specified conditions.
Activate the Automation:
Once you're satisfied with the setup and testing, activate the automation to start automatically moving rows from the source sheet to the destination sheet based on the defined trigger and conditions.
Monitor and Adjust:
Keep an eye on the automation to ensure that it's working correctly. If necessary, you can adjust the conditions or actions to better suit your needs.
That's it! You've successfully set up an automation in Smartsheet to move rows from one sheet to another based on specified conditions.
💡 Looking to learn more about using Smartsheet? Head over to our playlist, Smartsheet Basics: • Smartsheet Basics
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