Workflow Copy Rows...
Ok, So I'm trying to use these new workflow ( https://help.smartsheet.com/articles/2479626-automatically-move-or-copy-rows-between-sheets ) and I'm running into an issue... So I'm in the sheet I need to copy from, and I create the workflow and select 'Copy Row' and when go to select the sheet I want to go to it does not come up on the available sheets and I'm unable to find a way to select the sheet I need to copy the row too.
Best Answer
-
Hi @mschlaudraff ,
In addition to what Andrée mentioned, if you are not the owner of the source sheet, then that owner also needs to be shared to the destination sheet before you can set up this automation.
Need more help? 👀 | Help and Learning Center
こんにちは (Konnichiwa), Hallo, Hola, Bonjour, Olá, Ciao! 👋 | Global Discussions
Answers
-
Hi ,
Are you the owner/admin of both sheets?
Permission requirements: Owners and sheet Admins (who are also licensed users) on both the source and destination sheets can create an automated move or copy rows action. Anyone who can make edits to the sheet (either directly, through a report, or through an update or approval request) can potentially trigger an automated move or copy rows action.
Was that the issue?
I hope that helps!
Have a fantastic weekend!
Best,
Andrée Starå
Workflow Consultant / CEO @ WORK BOLD
✅Did my post help answer your question or solve your problem? Please help the Community by marking it as the accepted answer. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
-
So, I'm an Admin on the sheet I'm trying to copy from, and I'm the owner of the sheet I'm trying to copy too... But when I go to 'Select the destination sheet' it does not show the new sheet I created.
-
Hi @mschlaudraff ,
In addition to what Andrée mentioned, if you are not the owner of the source sheet, then that owner also needs to be shared to the destination sheet before you can set up this automation.
Need more help? 👀 | Help and Learning Center
こんにちは (Konnichiwa), Hallo, Hola, Bonjour, Olá, Ciao! 👋 | Global Discussions
-
@Genevieve P. I'd suggest adding the information about the owner has to be shared to the destination sheet to the help article.
If you are not the owner of the source sheet, then that owner also needs to be shared to the destination sheet before you can set up this automation.
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
-
Hi Andrée,
That's a great suggestion. I'll pass this along to the team that writes our Help Center articles.
Thanks!
Need more help? 👀 | Help and Learning Center
こんにちは (Konnichiwa), Hallo, Hola, Bonjour, Olá, Ciao! 👋 | Global Discussions
-
@Genevieve P Thanks! 👍️
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
Categories
- All Categories
- 14 Welcome to the Community
- Smartsheet Customer Resources
- 64.3K Get Help
- 423 Global Discussions
- 221 Industry Talk
- 462 Announcements
- 4.8K Ideas & Feature Requests
- 143 Brandfolder
- 144 Just for fun
- 59 Community Job Board
- 463 Show & Tell
- 32 Member Spotlight
- 1 SmartStories
- 300 Events
- 39 Webinars
- 7.3K Forum Archives