Build an automation that creates a new row once a month
Hello! I did some searching but could not quite find what I'm looking for. I'm wondering if Smartsheet (now, or in the future) will have the ability for me to create a workflow automation that will run periodically (once a month) to create a new task/row. The use case is to create a new task on a monthly basis to have a team member pull and distribute a report. The report is outside of Smartsheet. I would then have the row/task assigned to a particular contact and assigned a particular status. From what I can see, there is not currently a way to have a workflow create a new row, only move or copy. Is there a workaround? Or is this an enhancement request?
Best Answer
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Yes, we could set this up with the copy/move row. We’d use another sheet and add to the task sheet.
Make sense?
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
-
Yes, we could set this up with the copy/move row. We’d use another sheet and add to the task sheet.
Make sense?
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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Thank you for the quick response! So this is really more of a workaround then. I think this could work in the interim but I would really love to see Smartsheet be able to generate a new task on its own within the same sheet. I may put in an enhancement request for that. For now, I'm going to try out your workaround. Thanks!
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Happy to help!
Yes, it's a workaround, but it works!
Also, Please submit an Enhancement Request when you have a moment
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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