How can I replicate a bridge workflow across multiple sheets?

Ide AirTrunk

I have a bridge workflow to copy the task name from my schedule into my risk register.. basically I want to duplicate this across all my projects…

is there an easy way to amend the workflow so I can just add the sheet ID’s of the other schedules and registers?

Ide AirTrunk

@Genevieve P. would greatly appreciate any help! I know you’re a Bridge wizard.

Ide AirTrunk

@Brian_Richardson any idea please? I have seen how helpful you have been in the community, would really appreciate it.

Ide AirTrunk

@Samuel Mueller any idea please?

Effectively I have a workflow that copies the task name from a schedule where it is marked as 'at risk' to the risk log..

is there an easy way to replicate this across all of my control centre projects and the associated risk / schedules without creating a new trigger/workflow for each?

Genevieve P.

Hi @Ide AirTrunk

One way I've seen other members get a list of Sheet IDs to use in a Bridge workflow is to have a Report that lists all the sheets you want (eg. has the first row of each Project sheet). Then you can Get the Report and find out all the sheet IDs from that list to loop through.

However in your instance it sounds like you have a unique pairing of 2 sheets, versus 1 sheet looking into multiple destinations. Because of this, I would actually go down the built-in Smartsheet features route.

• For example, instead of a risk log sheet, why not use a Report? You can look at multiple sheets to see where the "At Risk" cell is marked to bring them all together.
• Or what about using either a Copy Row workflow in each sheet to go to that risk log?
• If you need this to be synced with cell-links, what about using Data Mesh?

If none of these work for your process, then yes, I believe it would be a unique trigger in Bridge per-sheet since you're looking at unique sheets for the "At Risk" action.

You could potentially trigger the same workflow each time, using the trigger data to identify the sheet that the "At Risk" is coming from. Then either have a conditional junction routing it down different possible paths for the destination sheet, or find the sheet by then identifying the folder/workspace that the trigger sheet came from.

This all depends on your current set-up, how many sheets you have, and exactly what you're trying to do.

I hope this helped point you in the right direction!

Genevieve

Samuel Mueller

@Ide AirTrunk if you are using control center and have a summary sheet that has a hyperlink to the source sheet and target sheet, you could develop a bridge workflow to copy rows based on an action.

So since you have control center, you would need to get your risk log hyperlink and at risk hyperlink as summary data fields. Then you would have a third profile data column that's a checkbox or something and when that's checked, and updates in the summary sheet, the bridge workflow looks at the risk log and copy's the row.

I could try to walk you through a process I've used.