Can I set up an automation to archive a project from within a sheet inside the folder project?
We're looking for a more efficient way to archive our projects. I was wondering if is it possible to set up an automation inside a sheet (Let's say inside the Project Charter template) triggered once a box is checked by the PM to archive the whole folder and disabled the automations from other sheet. Any one has done something similar?
Answers
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Hi @montserrat,
This (moving files or folders with files) is not functionality that Smartsheet natively supports. You might be able to do this with your own programming using the Smartsheet API, but that would be quite a task if you're not a programmer using the API.
BRgds,
-Ray
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Hi @montserrat
I hope you're well and safe!
To add to Ray's excellent advice/answer.
Have you explored the Premium App, Control Center?
Is that an option?
I hope that helps!
Have a fantastic week & Happy Holidays!
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!
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Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
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Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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