Automation copying a sheet or folder

Leslie Murray

Hi there -

I was wondering if there is an automation to copy a sheet or folder based on a new entry on a tracker? As an event planner, once an event is confirmed I would like smartsheet to copy a to-do list and RSVP sheet that are both in a folder. Is this possible something to automate? I would think this is a common issue with project management that follows the same workflow for most projects.

Thanks!

Alex Argumedo

Automation can only do sheet to sheet operations, copy entire sheets and folders is out of the scope, I think this is only possible using the Smartsheet API.

Andrée Starå

Hi @Leslie Murray

I hope you're well and safe!

Here's a possible workaround or workarounds 

• 3rd-party service, Zapier, or similar. (if it will work depends on your specific use case)
• A solution that would be perfect for this use case is the premium add-on, Control Center.

More info: 

Control Center

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

Enable consistent work execution and reduced operational risk at scale with Smartsheet Control Center.

Would any of those options work/help?

I hope that helps!

Be safe and have a fantastic weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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