Automation copying a sheet or folder

06/10/21
Answered - Pending Review

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!

Answers

  • 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 StaråAndrée Starå ✭✭✭✭✭
    edited 06/11/21

    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: 

    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

    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!

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

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