Best Practices of archiving sheets
Hello,
I currently use a form to populate a sheet for any new sales leads. We're at the end of our fiscal year and I'm trying to archive all old leads and start a new sheet. I want to know about some best practices of achieving this. I was thinking about the following ways:
- Move all open leads via automation to a new sheet and start using that for the next fiscal year. However, would this mean I will have to create a new form, thereby sending a new link to the sales team? If yes, then it would be a counter productive measure.
- Duplicate the current sheet, and archive the new sheet. Thereafter, delete all closed leads (there are hundreds of closed leads, but a handful of open ones. This way, I wouldn't have to create a new form and disrupt the current process.
As it stands, both the aforesaid options come with their respective pros and cons. However, I'm leaning towards option 2 as that may mean more work for me upfront, but a smoother process down the line.
Also, is there a way to direct the current form to a new sheet? If yes, then I can use the automation in option 1 to create a new sheet and keep the old form and its unique link so the sales team can continue entering leads via the same link.
If the community can suggest a better way of achieving this, I would be very grateful.
Hope everyone is staying safe and practicing good social distances.
Best,
Yogin
Best Answer
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Hi Yogin,
What about Option 1, but the opposite rows moved over? Move all the closed leads via automation to a new sheet and archive that sheet in a different folder.
This way you can keep the form going, as forms are connected just to their original source sheet (and can't be moved). You could set up a time-based automation to just run once, moving all the currently closed rows over. For example:
Here's more information on Time Based automations (here), and on the Move Row automation (here).
Let me know if you have any questions about this!
Cheers,
Genevieve
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Answers
-
Hi Yogin,
What about Option 1, but the opposite rows moved over? Move all the closed leads via automation to a new sheet and archive that sheet in a different folder.
This way you can keep the form going, as forms are connected just to their original source sheet (and can't be moved). You could set up a time-based automation to just run once, moving all the currently closed rows over. For example:
Here's more information on Time Based automations (here), and on the Move Row automation (here).
Let me know if you have any questions about this!
Cheers,
Genevieve
Need more help? 👀 | Help and Learning Center
こんにちは (Konnichiwa), Hallo, Hola, Bonjour, Olá, Ciao! 👋 | Global Discussions
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Thank you, Genevieve.
This looks helpful. I'll work on it and will set the trigger for the end of the month. I'll let you know if I have any further questions.
Best,
Yogin
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Hi Yogin,
Sounds good! Please let us know the result next month, if this has worked for you. 🙂
Need more help? 👀 | Help and Learning Center
こんにちは (Konnichiwa), Hallo, Hola, Bonjour, Olá, Ciao! 👋 | Global Discussions
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