Workflows

lauren.green

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!

SoS | Dan Palenchar

I would review the resources Smartsheet has on this topic!

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

Dan Palenchar | School of Sheets Solutions Consulting (Smartsheet Aligned Gold Partner)

Smartsheet Consulting Inquiries: schoolofsheets.com/workwithus

Smartsheet Tutorial Videos: schoolofsheets.com/youtube

lauren.green

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

Genevieve P.

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