Copy a Row Automation in Control Center
Hello Everyone,
I am recently started working on the Control Center.
In my blueprint, there is one Automation workflow "Copy Row into Completed Sheet". So the Condition is if the Completed task is checked then the row moved to the Completed sheet.
But when I create a new project using the control center then in this workflow the destination sheet is selected from the blueprint folder, not from the newly created folder, so I have to manually select the sheet which may cause issues in the future.
Any help would be really helpful!
Thank you in Advance!
Thanks,
Kaveri Vipat
Senior Associate - Smartsheet Development, Ignatiuz Software
2023 Core Product Certified
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Best Answer
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I hope you're well and safe!
Unfortunately, as far as I know, it's not possible now to have the Destination Sheet change dynamically, but it's an excellent idea!
I hope that helps!
Be safe and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
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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.
Answers
-
I hope you're well and safe!
Unfortunately, as far as I know, it's not possible now to have the Destination Sheet change dynamically, but it's an excellent idea!
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!
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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I definitely echo the need for a solution to this as well! We have two status sheets that copy rows to a historical status sheet, and we need to manually update the destination sheets every time a project is stood up, and that is very time consuming and has room for error when standing up 300+ projects in Control Center.
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I assume this is still not available? This is definitely something that is highly desired.
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I wish for this too :)
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This is critically important to have!!
Standardize! Templatize! Automate!
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Agree, this a critcal need. All our templates have been adjusted to avoid manual updates except this one item.
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Meg Young mmyoungconsulting@gmail.com. Certified in Core Product, Project Management, and System Administration
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It's very strange that this limitation exists. It causes lots of issues for Smartsheet users. It was a major issue for us too (Platinum Smartsheet Partner) and so we ended up building a custom tool that does the copy row automation to the correct sheet.
The cost is US$200+ per month, depending on how many projects and automations you have, so for anybody that doesn't want to be manually changing automations (or dealing with the mess when that's forgotten!) it's money well spent.
Reach out to InfoSpark if that's of interest: solutions@infospark.com.au
Smartsheet Lead @ InfoSpark
Asia Pacific Smartsheet Partner of the Year (2023)
Platinum Smartsheet Partner | www.infospark.com.au
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