Add new row to Sheet A when Sheet B is created

Hello,

I'm new to automation, so I have a lot to figure out.

Currently, I've created a workspace with a single sheet acting as a template. When a new employee joins our organization, that template is copied manually.

The template contains the onboarding task for new employees. Each task is assigned to a different member of our team. This way we don't have to recreate this task list every time a new employee is hired, we just save the template as a new sheet, and name it for the new employee.

Our department also has a project tracking sheet where new projects are added on an new row, and assigned to one or more team members.

I would like to automate this process so that when we create a new sheet for the onboarding tasks, it automatically creates a new row in the team project tracking sheet.

This is an attempt to replicate functionality that a tool like Asana can provide.

Thanks for any information on how to do this.

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Accepted answers

Jemmarie

Hello! The answer may be in your template. If you create a workflow in your template, it will carry over and trigger when you generate a new sheet. You may want to create a "Copy Rows to another Sheet" Workflow automation for your template. You will set up the criteria(s) that will trigger the action (copying the row) and can select which sheet the copied row will go to.

I hope that this helps!

Lydia Villalón

https://community.smartsheet.com/discussion/comment/286551#Comment_286551

@Jemmarie - hi! And what happen if the second sheet has different columns from the source shee and you only want the new row to be created only with specific columns from the original sheet?

Thanks!

All comments

Jemmarie

I hope that this helps!

Lydia Villalón

https://community.smartsheet.com/discussion/comment/286551#Comment_286551

@Jemmarie - hi! And what happen if the second sheet has different columns from the source shee and you only want the new row to be created only with specific columns from the original sheet?

Thanks!

Andrée Starå

Hi @Troy G. Biv

I hope you're well and safe!

You could use Jen's method, but copy it to a so-called helper sheet, and then that sheet would be connected to the master sheet by using cross-sheet formulas.

Make sense?

Would that work/help?

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

Hi @Lydia Villalón & @Troy G. Biv

I hope you're well and safe!

You could use cross-sheet formulas combined with either a VLOOKUP or INDEX/MATCH structure to connect the sheets, and when you update the source sheet, it will reflect on the destination sheet.

Another option would be to use so-called helper sheets. In short, copy the row to a helper sheet and then use my method described previously to get the values you need to another helper sheet and then copy/move the row from that sheet to the main destination sheet.

Make sense?

Would that work/help?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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