Auto-move a row to another sheet when work complete?
Any way to set something up to have a row from one sheet move to another when that task is marked complete? I'd like to have all of my completed items more to a different sheet for archiving purposes.
Best Answer
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Hi Pamela,
Absolutely.
You’d use an Automation and a Move Row Workflow.
Would that work?
I hope that helps!
Be safe and have a fantastic week!
Best,
Andrée Starå
Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. 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.
Answers
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Hi Pamela,
Absolutely.
You’d use an Automation and a Move Row Workflow.
Would that work?
I hope that helps!
Be safe and have a fantastic week!
Best,
Andrée Starå
Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. 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.
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Wow! Perfect and it works!! Thanks!
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Excellent!
Happy to help!
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.
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This worked for me too.
Follow up question: if I wanted my Destination Sheet to note when the moved column was imported from Source Sheet, how would I do that? I'd like to track when items were completed if possible.
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@Cimafranca I believe you should be able to add a column for "Created Date" and that may pull in the date it was moved. You may try that.
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Thanks @Pamela Wagner. I played around with it a bit and found that I could create a new workflow under Automation that records the date created under your suggested column of "Created Date". Thank you!
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