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

Gavin Seaton

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

@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

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

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

Bassam Khalil

@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.

Gavin Seaton

Thanks @Bassam Khalil

Will try that.

Kind Regards

Gavin

Bassam Khalil

@Gavin Seaton

You are welcome and i will be happy to help you any time.