Workflows
Hi - How can I create this workflow in Smart sheets:
Each time a new row is added on sheet X, copy rows from sheet Y to sheet X?
The rows that are being copied over from Sheet Y are child rows and the Sheet X will have the parent row.
Thanks!
Answers
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I would review the resources Smartsheet has on this topic!
Dan Palenchar | School of Sheets Solutions Consulting (Smartsheet Aligned Gold Partner)
Smartsheet Consulting Inquiries: schoolofsheets.com/workwithus
Smartsheet Tutorial Videos: schoolofsheets.com/youtube
👨🏼💻 Dan Palenchar | School of Sheets Solutions Consulting | Smartsheet Aligned Gold Partner
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Hi @Dan Palenchar, thanks for your response. Unfortunately, that page does not explain how to copy a sheet exactly how I am trying to do it. Do you have any other suggestions? Thanks
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Hey @lauren.green
Copy or Move row workflows cannot be triggered by Cross-Sheet formulas, meaning we cannot add something in Sheet Y that will trigger a workflow when a new row is added in Sheet X.
What I would do is have an Alert set up when the new row is added to Sheet X. Then you can manually go into Sheet Y and check a box to trigger the workflow or copy the rows directly from within the sheet.
Cheers,
Genevieve
