Workflow Copy Rows...

Mark Schlaudraff

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.

Genevieve P.

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.

Andrée Starå

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

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Mark Schlaudraff

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.

Genevieve P.

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.

Andrée Starå

@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.

Genevieve P.

Hi Andrée,

That's a great suggestion. I'll pass this along to the team that writes our Help Center articles.

Thanks!

Andrée Starå

@Genevieve P Thanks! 👍️