Automation copying a sheet or folder

Leslie Murray · 06/10/21

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!

Alex Argumedo · 06/10/21

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.

Andrée Starå · 06/11/21

Hi @Leslie Murray

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:

https://www.smartsheet.com/marketplace/premium-apps/control-center

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

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Automation copying a sheet or folder

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