Automation between Workspaces and Sheets



I'm looking for a way to move rows from a Workspace sheet to an Archive (existing) sheet in "Sheets" area, once the status of the product/project changes to cancelled. Problem: I want to maintain the hierarchy.


"Teste 1"

If Status of Children & Parent = Cancelled then move all rows to Archive sheet (>> I believe I can do this using automation rule, right?)

"Teste 2"

If Status of Children 1 = Cancelled then:

1) Copy Teste 2_Parent row to Archive sheet


2) Move Teste 2_Children 1 to Archive sheet

(Obs: If I just move Teste 2_Children 1 to Archive sheet, I loose the hierarchy)

Any ideas?

Thank you.

Ana Filipa Monteiro


  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi @Ana Filipa Monteiro

    I hope you're well and safe!

    If you move the Parent, the Children will be included, and the hierarchy will be intact.

    Would that work/help?

    I hope that helps!

    Be safe and have a fantastic weekend!


    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!


    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: | | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.

  • Ana Filipa Monteiro
    edited 05/31/21

    Hello Andrée,

    It does in case of Teste 1_Parent, because its status it's the same as its Children (cancelled).

    But I don't think it will work with Teste 2_Parent because Teste 2_Children 1 has status cancelled and Teste 2_Children 2 has status current. I want to move from the source sheet projects that are cancelled without loosing the hierarchy, meaning, I want to move Teste 2_Children1, with it's parent row: Teste 2_Parent while keeping in this sheet Teste 2_Children 2, with it's parent row: Teste 2_Parent.

    Is there a way I can do this? For example doing a copy of Teste 2_Parent and move of Teste 2_Children 1, maintaining on the source sheet Teste 2_Parent & Teste 2_Children 2?

    How can I do it?


    Move to destination sheet (automation?):

    Maintain in the source sheet:

    Thank you.

    Ana Filipa Monteiro

Help Article Resources

Want to practice working with formulas directly in Smartsheet?

Check out the Formula Handbook template!