Copying Automation Not Working

I am trying to set up an automation to copy the row to "90-day Reviews" whenever a new row is added. Can someone please help me figure out why the rows are not copying? The sheet that I am trying to copy to has the exact same rows as the master sheet with the exception that the master sheet has the first two rows hidden as they are not applicable.



Answers

  • hollyconradsmith
    hollyconradsmith ✭✭✭✭

    Hi @Mackenzie ,

    Are you adding new rows via a form, or just typing the data into a sheet? With the current set up, rows will not copy unless and entirely new row is inserted.

    Holly Conrad Smith

    Director of Technology & Innovation 💡 at Streamline

    CliftonStrengths Top 5: Deliberative, Restorative, Achiever, Consistency, Harmony

  • Just typing the data into the sheet. Do you have any suggestions for how to copy it over that would work with manually entering the data and by the form?

  • Wolfram
    Wolfram ✭✭

    Hi @Mackenzie


    Change "When rows are added" to "When rows are added or changed". If you are just typing data into Smartsheet you aren't technically adding rows but you are changing them.

    Otherwise you do what @hollyconradsmith is alluding to and create a form for input. Forms will always add rows.

    As an aside, I think you mean hidden columns. I don't think you can hide rows in Smartsheet. In any case, hidden columns are only hidden to the user so it wouldn't mess with your automation.

    Hope this helps and have a great day!

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