Question

Hi All,

I have a Smartsheet which contains client quotations. I want to build an automation that will move expired quotes out to a 'Cold Leads' Sheet so the main sheet just contains confirmed quotes.

I want to target the automation so a checkbox is selected by the user, when that checkbox is checked, it will move the row out to the Cold Sheet for follow up at a later date.

I have created an exact copy of the original sheet so that all of the data moves across correctly, however when mapping - Smartsheet doesn't give me the option to move rows to the sheet I've just created. Infact, the choice of sheets I can move to are very limited and not anything like the amount of sheets/workspaces I have created/am shared to.

Any help would be hugely appreciated!

Dale Murphy · Accepted Answer

@mwood At the risk of being obvious:

* does the target sheet have a unique name? (it would be awkward if it had exactly the same name as your source). 
* have you tried typing the first characters of your target sheet in that "Type here ..." box? That should force SmartSheet to search all sheets you are admin on. 
* and this:

Cheers,

Dale

Genevieve P. · Accepted Answer

Hi @mwood

Is the owner of the Master Sheet shared to the target sheet at all?

You won't need ownership of the Master Sheet, but the current owner also needs to have access to the Target with Admin permissions (essentially you can't steal rows away from the owner).

The "Select a Sheet" window will only show you sheets where the current owner of this Master Sheet is shared with Admin or Owner permissions.

Let me know if this makes sense or if I can clarify anything further!

Cheers,

Genevieve

Matt Wood · Accepted Answer

Hi Genevieve,

That's worked perfectly. The owner of the other sheet was only an Editor on the newly created sheet. I've upped the user to Admin and the automation is now working.

Thank you!

Matt