Inserting/Creating Rows Automatically

Bethany Garcia

Is there any way to automatically create/insert a row into a sheet based on a trigger from within that sheet, like a status being set to a specific value? Essentially, copy a row of a sheet and paste it as a new row with some of the values changed?

LisaOConnor5472

Hello Bethany,

In the Automation menu you have the ability to copy or move rows based on the triggers you setup and if needed you can add a condition or multiple conditions to filter that action.

Bethany Garcia

@LisaOConnor5472 I do see that option now, but when I went to test it I think it only allows you to copy/move to another sheet, not copy as another row within the same sheet. After thinking about it for a second I might try testing whether I can copy it to a helper sheet, and then set up another automation to copy it right back to the originating sheet. Have you ever tried that or know if that works/doesn't work?

Andrée Starå

Hi @Bethany Garcia

I hope you're well and safe!

Yes, the helper sheet method would be my suggestion. It can also be modified to only copy specific columns if needed.

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Mo McCullough

To piggyback off this question, do you know of a way to add standard child rows automatically when a form entry is completed for the parent row? The child rows are the same every time for each project entered (the parent row) and it would be lovely to not have to manually create those every time.

Thanks!

Indira Buike

@Mo McCullough Hi!

I was also looking into this, did you manage to find a solution that you can share?

Thank you!

Bethany Garcia

No, I didn't :( I ended up scrapping that idea and went in another direction.

Andrée Starå

@Bethany Garcia

I hope you're well and safe!

Can you share what the solution was?

I hope that helps!

Be safe, and have a fantastic week!

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, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

DJB

What i did is create a field with a link to a form that would allow a user to insert a new line. Not an automation, but as a way for someone working in a report to be able to add new information.

C Ewers

I would be interested in understanding more how how to insert a new from from a form. Where is the inserted row? Immediately beneath the row with the form?

Renee Dillard

I am exploring the same issue of wanting to add new rows. I am using Smartsheet to build a tracker for all the logged calls/emails to our office. My team wants to know what to do if there are multiple contacts with the same person. It wouldn't be efficient to revise information already on a line but to add additional sublines would be idea and better track the number of communications.

I cannot find an automation for it, and linking another sheet to fill in specific sections of my main sheet is really outside of my realm as a User. However, I am playing around with the Card View and it does allow you to add "subtask" to a line item. you can enter in all the relevant fields and then when switch back to sheet view, its a appears as a new row.

I hope this is a potential option for folks.