Copy row to another sheet workflow

Shelly Toy

When this workflow runs, it copies all rows to the other sheet. How do I prevent and force only rows that meet the specified criteria to copy to the other sheet?

ker9

Hi @Shelly Toy

You'll need to open the workflow and setup your triggers and conditions:

https://help.smartsheet.com/articles/2479626-automatically-move-or-copy-rows-between-sheets

Hope this helps!

Andrée Starå

Hi @Shelly Toy

I hope you're well and safe!

Ensure you're not including a parent row in the criteria because that would automatically include the children.

Was that the issue?

I hope that helps!

Be safe, and have a fantastic weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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ker9

@Andrée Starå - thanks for adding that! I did not considered parent/children issues.

Andrée Starå

@ker9

Sure thing! Happy to help!

I didn't see your post before posting, and I also noticed that we were close in timing on multiple posts.

We should have an indicator that someone else is also answering, haha.

Loann McGee

When it moves parent/child rows in a workflow it is not keeping the parent/child relationship intact. This is an issue for our sheets we us as an archive as we need those relationships to remain.

JoseG

@Andrée Starå How do you exclude the parent/child in the criteria? I'm not seeing an option for it in the workflow setting or actions?