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Archiving through Control Center
Hello, I created a an archiving process using control center. We have a Parent Workspace and Child Workspace Blueprint. I've been testing it out and created an Archive Workspace for my child projects workspaces to go to and i created an archive intake sheet where the intake row moves. Everything works well. My question is,…
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Merged: automated Archive
This discussion has been merged.
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How to auto populate approval from one sheet to another?
Sheet 1 has the column of Name (Text) Email (Contact List) Request (Text) Approver (Text) Approval (Yes/No - Dropdown) Sheet 2 has the columns Approver Name (Text) Approve? (Yes/No - Dropdown) Once the form for sheet 1 is submitted I have it automated that it'll trigger an email to the 'Approver' contact list to open up…
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Salesforce Connector
Good evening - We use the Salesforce Connector to sync account information to Smartsheet. Syncing all accounts to a single Smartsheet exceeded cell limits. So, we created a different Smartsheet for each account status (i.e. Client, Former Client, Vendor, etc.). I hoped to create an automation that would remove the…
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Merged: Able to set Automation to Half hour intervals
This discussion has been merged.
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Dashboard Templates
I designed a dashboard to capture our department's customer communication. There is a form that populates our communication log, reports and feeder sheets that breakdown each team members' bucket of logged calls, and a bar graph categorizing the types of calls. I'd like to have a clean sheet/reports for our Annual Report…
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Archiving Sheets with Different Primary Columns
My workspace has 3 main source sheets. Each of these source sheets currently uses a different column for the primary column (two use ID Number, one uses Name since ID number is assigned later) but both columns exist in all sheets. When a request (1 row = 1 request; form intake) is marked completed it moves to its…
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How do I archive a folder using a date.
Hello everyone! I am trying to do a mass end of year achieving. In this I want to achieve everything that has a project status or activity set to "Closed", everything that has a health of "Blue" (Means close at my company), and has a date of 2024. The issue I'm having is that I am unable to get the Date Closed to work. I…
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Can i move child rows to another sheet and copy the parent row across too?
At the end of each quarter, i'd like to copy parent rows and move the previous 3 months (from each parent row) to an archive sheet. Is this possible? I'd then like to have an automation after this that adds 3 new rows under each parent row once a new quarter begins.
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Assistance Needed with Date Archiving Automation
Hi there, I have a helper sheet that populates Office drop-down dates via DataShuttle. The "Date Requested" column contains drop-down options with dates, and the "Date" column is a date column (my trigger for moving rows. I want to archive each date row if it matches today’s date, but the automation I set up isn’t moving…