Help with Smartsheet

Shrikant Sharma
edited 08/23/24 in Smartsheet Basics

I am the owner of two Smartsheets that I've developed: one initial and one final. I have granted my client admin access to both Smartsheets, which are set up with a workflow. Records are moved from the initial to the final Smartsheet if certain conditions are met. My client wants to add extra columns to the initial and final Smartsheets, but they cannot do so. I tried making them the owner, but Smartsheet is throwing me an error and not allowing it. What could be the problem?

Answers

  • jmyzk_cloudsmart_jp
    jmyzk_cloudsmart_jp ✭✭✭✭✭✭

    Hi @Shrikant Sharma

    I was not able to recreate your problem. As an admin, your client should be able to add columns.

    The problem aside, a workaround is to ask your client to "save as new" the sheet from which the records are moved. When "save as new," the client becomes the owner of the sheet. The original workflow pointing to the final or destination sheet to move rows will also be copied.

    So, if your client adds new columns and triggers the automation, the final or destination sheet will get those columns.