Select a Destination Sheet - Search Function Issue

Hi All,

I am in the midst of adding a "Ledger" sheet where rows from an existing sheet will be copied to each week, creating a running ledger of these updates. I added the new ledger sheet to my 22 workspaces. Now I am going through to add the automation across all existing sheets, but as I am trying to select the ledger as the destination sheet, with the search function, I have no way of differentiating which ledger is associated with which project/workspace….It seems like the only solve would be to go back through and change the name of every ledger sheet to add the project name to it, but I'd rather not…. is there any way to change the search function here so I can select the ledger sheet within the same workspace as the one I'm adding automation to?

Carly Chaput, PMP (she/her)

Project Manager | Program Management

www.linkedin.com/in/carly-chaput

Answers

  • jmyzk_cloudsmart_jp
    jmyzk_cloudsmart_jp Community Champion

    Hi @Carly Chaput

    The search function is frustrating, isn't it?

    A workaround I sometimes use to identify the correct destination sheet without renaming is this:

    1. Go to the Workspace where you are adding automation.
    2. Make a minor change to the Ledger sheet.
    3. Search for "Ledger" and select the most recent "Last modified # minute ago" ( 3 minutes in the image below, for example)

    This should help you choose the correct sheet.