Why is my destination sheet not showing for copying a row in a workflow?

Tailoring Manager

I can copy a row from my original sheet to my destination sheet manually, but the destination doesn't show up when I try to set up a workflow. I have admin access to both the original sheet and the destination sheet. Any ideas?

The images show how I have access to the UWM Shipping Record under "Sheets", but when I open possible destination sheets to copy over it doesn't appear. Again, I do have admin access even though it's shared.

Tailoring Manager

@Carson Penticuff

I'm admin on both the original sheet and the destination sheet, AND the sheet owner of the original sheet is also admin to the destination sheet. Does the owner of the destination sheet need to be admin to the original sheet?

I'm still confused by all of this because right now I can manually copy rows over to the destination sheet without a problem. It's only when I try to set up a workflow that the destination sheet doesn't show up as an option.

Genevieve P.

Hey @Tailoring Manager

As long as the owner of the current sheet is shared to the destination sheet with Admin permissions, then you're correct: the sheet should appear to move or copy rows to. Can you double check to make sure the same email/account was used in sharing on the destination sheet?

Cheers,

Genevieve

Carson Penticuff

Are you the owner of the sheet you are attempting to copy from? If you are not the owner, the owner must have owner or admin access to the sheet you are attempting to copy the rows to.

Tailoring Manager

@Carson Penticuff

I'm admin on both the original sheet and the destination sheet, AND the sheet owner of the original sheet is also admin to the destination sheet. Does the owner of the destination sheet need to be admin to the original sheet?

I'm still confused by all of this because right now I can manually copy rows over to the destination sheet without a problem. It's only when I try to set up a workflow that the destination sheet doesn't show up as an option.

Carson Penticuff

@Tailoring Manager

I am afraid I am at a loss with this one. The only reason of which I am aware that would cause this would be a permission issue.

Calling in the pros:

@Genevieve P. @Paul Newcome @Andrée Starå

Andrée Starå

@Carson Penticuff & @Tailoring Manager

This is strange! It should work!

Which Smartsheet plan are you and the owner on?

Genevieve P.

Hey @Tailoring Manager

As long as the owner of the current sheet is shared to the destination sheet with Admin permissions, then you're correct: the sheet should appear to move or copy rows to. Can you double check to make sure the same email/account was used in sharing on the destination sheet?

Cheers,

Genevieve

Genevieve P.

@Tailoring Manager

Would you also be able to confirm if this is happening on the Gov version of Smartsheet or the default US version with the new Sheet Picker?

Tailoring Manager

Hey everyone! Thank you for your feedback, I kept playing with permissions, making sure the owners and admins of the original sheet were also admins of the destination sheet, and vice versa. It seemed above and beyond the basic requirement but eventually it worked.

Andrée Starå

@Tailoring Manager

Excellent!

You're more than welcome!

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smartsheetwilly

Hi there dear community

I am struggling with the same issue and have no solution so far. Could it be prevented by the original sheet being in a workspace where my sheet isnt? How would I find out if there is a workspace? The original sheet is shared to me with admin rights, my sheet to copy to has the original sheets owner as admin, I am owner of my copy sheet.

The original sheet was just shared to me via mail and it appears in my sheets folder in smartsheet.

Thats all info I have but I cannot find any sheets in dropdown for a selection to copy rows to :*(

Genevieve P.

Hi @smartsheetwilly

Can you check again? It can take up to 5 minutes for a newly shared or newly created sheet to show up when you search the name.

If it doesn't show, can you post a screen capture of the search results when you search the exact sheet name? (But block out sensitive data)

Thanks!

Genevieve

smartsheetwilly

Hi

Looking for the spicific sheet name in the search bar gives the searched sheet as a result, else the pop up window stays empty. Further up in the comments this was already described by someone else. I see the same behavior.

It worked now, but not as intended I guess.

Genevieve P.

Hi @smartsheetwilly

Thank you for confirming that you see the desired sheet!

Yes, the sheet picker was updated recently. The pop-up window is a window to Search in, versus immediately displaying sheets in your account. Here's the release note:

https://www.smartsheet.com/content-center/sheet-picker-update-movecopy-row-automations

Cheers,

Genevieve

Bill Ketchel

I'm encountering a similar issue when I try to move rows from one sheet to another. If the destination sheets are newly created, it seems to take a relatively long time for them to "populate" in the destination window. So when I try to select the destination folder they don't show up as options. I just have to wait.....and wait.....and wait....for them to show as destination target folders. Seems like they should show almost instantly after they are created.

ADightman

I am having this same problem. I am Admin or the sheet I am adding the automation to copy to and then on the one that it copies to, I am the Owner. Do I have to be just an "Admin" on both pages?

Update: I saved as new on both sheets and magically it let me find the destination sheet.

Genevieve P.

Hi @ADightman

If you're only an Admin on the original sheet, the Owner of that sheet will need to be on the second sheet as well. 🙂