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Automation copying a sheet or folder
Leslie Murray
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Hi there -
I was wondering if there is an automation to copy a sheet or folder based on a new entry on a tracker? As an event planner, once an event is confirmed I would like smartsheet to copy a to-do list and RSVP sheet that are both in a folder. Is this possible something to automate? I would think this is a common issue with project management that follows the same workflow for most projects.
Thanks!
Answers
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Automation can only do sheet to sheet operations, copy entire sheets and folders is out of the scope, I think this is only possible using the Smartsheet API.
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I hope you're well and safe!
Here's a possible workaround or workarounds
- 3rd-party service, Zapier, or similar. (if it will work depends on your specific use case)
- A solution that would be perfect for this use case is the premium add-on, Control Center.
More info:
Would any of those options work/help?
I hope that helps!
Be safe and have a fantastic weekend!
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 or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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