How to automatically copy the approved documents into another grid or sheet?

Hi,

I have a grid or sheet where the rows which document status is already "SPC-approved" need to copy or populate to another sheet called "Approved Docs". Is there a way where this Approved-Docs sheet can automatically copy or get those rows with "SPC-approved"?

Please lead me to an idea like formulas, automation workflow, etc.

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Accepted answers

Andrée Starå

Hi @Benjo09

I’d recommend setting up an Automated Copy Row workflow.

When the Status changes to SPC-Approved, it triggers the Copy Row automation and copies the row to the other sheet.

Would that work?

I hope that helps!

Be safe and have a fantastic weekend!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

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All comments

Andrée Starå

Hi @Benjo09

I’d recommend setting up an Automated Copy Row workflow.

When the Status changes to SPC-Approved, it triggers the Copy Row automation and copies the row to the other sheet.

Would that work?

I hope that helps!

Be safe and have a fantastic weekend!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

Benjo09

Amazing!

Andrée Starå

Haha! Thanks! 😀

More info:

https://help.smartsheet.com/learning-track/smartsheet-intermediate/move-and-copy-rows

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