Can I use a workflow to copy a row to a different sheet?

Kirstine

I know that I can use a workflow to automatically move a row to a different sheet, but I was wondering if there's a way to copy it? When manually using the 'Move to Another Sheet...' function you can alternatively choose to 'Copy to Another Sheet...' which is what I'd like to do. 

Andrée Starå

Hi Kirstine,

Not yet, but it's in the works. It might be possible with Zapier in the meanwhile. Is that an option?

I hope that helps!

Have a fantastic day!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

Kirstine

I've never used Zapier and have just had a mooch...! It doesn't seem like I can use a specific trigger like Smartsheet can. I want the row to copy across ONLY once the status has been set to completed. 

Andrée Starå

Yes, fortunately, you can!

You'd add a filter to the Zap!

Click the plus sign between the 1. and 2. step to add a filter.

Make sense?

 

Kirstine

Perfect! I've done that but now it's saying there are no rows in my Sheet (there are 423!). I will try again tomorrow. 

Andrée Starå

Strange!

Feel free to share some screenshots or reach out if you get stuck!