Is it possible to automatically move a sheet to another workspace or folder?

Doug M

We are wanting to archive old project sheets. I have set up another workspace for these but currently have to manually find them in my main workspace and drag them over.

Is there a way to click a box in the project once it is complete and have it move over to the other workspace? Similar to how you can do this with moving rows to another sheet.

I guess I could move all the rows from each sheet into one big archive sheet, but I was hoping to keep the data as it is.

Andrée Starå

Hi @Doug M

Unfortunately, it's not possible at the moment, but it's an excellent idea!

A solution that would be perfect for this use-case is the premium add-on, Control Center.

Is that an option?

Otherwise, it might be possible with a 3rd party solution or the Smartsheet API.

More info: 

https://www.smartsheet.com/marketplace/premium-apps/control-center

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!

Lindsay Whitbread

Hi - just leaving this note in case anybody comes across this discussion.

I work with a Smartsheet Platinum partner and we had a lot of customers asking for this kind of functionality. Both automatically moving sheets, as well as moving folders between different workspaces. This was particularly helpful when a project folder needed to move from workspace to another as it progressed through different phases.

So, that automation is now available as an Add-On for Smartsheet. I've not created a product information page just yet but if you contact solutions@infospark.com.au that will get through to somebody who can help.