Automate 'Save as New'

PM_Reeves

Hello again, not entirely sure that this qualifies for the Basics.

I have a template for new projects which I 'Save as New' when a Form is submitted. I then populate the major details by copying from the form.

Is there a way to Automate this 'Save as New' process and populate the new sheet from the submitted form?

I've got cell links and automations set up everywhere linking to Work Apps, Reports, and Dashboards, and if I could get an automation to do this work I could pretty much leave Smartsheet to its own devices.

Is Data Mesh an option to do this?

Ever hopeful, cheers.

Paul Newcome

Have you looked into Control Center?

Andrée Starå

https://community.smartsheet.com/discussion/130385/automate-save-as-new

Hi,

I hope you're well and safe!

Have you explored using the Premium App/Add-on Control Center?

More info: 

https://www.smartsheet.com/marketplace/premium-apps/control-center

Would that work/help?

I hope that helps!

Be safe, and have a fantastic day!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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PM_Reeves

Thanks @Paul Newcome and @Andrée Starå,

I had thought it read it was possible somewhere, but I'd totally forgotten about Control Centre.

Cheers guys

Dr. Dorothy Kassab

https://community.smartsheet.com/discussion/130385/automate-save-as-new

I have not tried this but what if you setup an automation as an action based on your criteria to “copy to” a template sheet. What would happen I wonder. Because basically that’s what you want to do is create a new sheet (based on your current sheet template) with the information you just gathered for that row.