We are still early in our Smartsheet project evolution so we have not purchased Control Center for project creation automation. For now, we are manually creating a PROJECT FOLDER with its assets included every time we have a new project. I'm looking to set-up a workflow to COPY over a ROW of data onto another SHEET (Similar to an INTAKE SHEET) to track all the projects that have been created. I set up a workflow based off "Status Change" to avoid having user having to re-enter the same data in two different places.
Problem is once copied, the Workflow keeps copying over the same ROW when status changes again and duplicate the rows.
QUESTION 1: Is there a way in the workflow to only copy over the row only ONCE? Using a different criteria? If so, what what's the best data criteria to use to COPY only once?
QUESTION 2: the copied Data is one way - is there a way to have select COPIED cells be updated from the original source sheet as that data may be modified? Example - when the row is copied, the STATUS is "NOT YET STARTED". However as project progress, PM changes it to IN PROGRESS or COMPLETE. I would like that cell to also be updated automatically. Right now, if the status change, that row gets copied over again and becomes a duplicate line entry.