Issue with Automation to copy row from Client Workspace to our Workspace

Gavin Seaton · 09/14/21

Hi

I'm having trouble working out why I cant set up an automation to copy rows from a sheet in our Clients Workspace to our own when certain attributes are met.

The issue arises when I need to 'Select a sheet' to copy the Rows to. It only shows our Clients Workspaces and does not allow me to search outside of this.

I have Admin rights for both Workspaces (and sheets) and I can create an automation to copy rows from a sheet in our Workspace to our Clients but not the other way around.

Any ideas why that would be given I have Admin rights for both?

Thanks in advance

Gavin

Bassam Khalil · 09/16/21

@Gavin Seaton

Try to ask the owner of source sheet to create the copy row work flow it will work if he has admin permission on destination sheet.

Bassam Khalil · 09/15/21

Hi @Gavin Seaton

Hope you are fine,To create a workflow that automatically moves or copies rows, both you and the owner of the source sheet must have Owner- or Admin-level sharing permissions to the destination sheet.

Gavin Seaton · 09/16/21

Hi @Bassam Khalil

Thanks for the response.

I am an Admin in the Source sheet and the Owner on the Destination sheet so don't understand why I cant see the Destination sheet when building the Automation in the Source sheet.

If I try and do the same process in reverse, copy rows from the destination sheet into the source sheet instead I can do this no problem

Hope that makes sense