Is it possible to automatically move a sheet to another workspace or folder?
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.
Answers
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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:
I hope that helps!
Be safe and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
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Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
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Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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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.
Smartsheet Lead @ InfoSpark
Asia Pacific Smartsheet Partner of the Year (2023)
Platinum Smartsheet Partner | www.infospark.com.au
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