Trigger and execute on different sheets

Hi, how do I tie a workflow from one sheet to trigger an action on another sheet?

Example, Sheet 1 has the trigger (Checkbox) that initiates a form on Sheet 2 to be sent out.


Hope I can and thanks in advance!

dw

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi@voxdw

    I hope you're well and safe!

    You need to have the Destination sheet Workflow(s) set to trigger by date/time and check if the change that would trigger it has been changed from the Source sheet.

    Another option could be to copy a row to the Destination sheet that would trigger the Workflow(s).

    Would any of those options work/help?

    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 bymarking 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

    W:www.workbold.com| E:[email protected]| P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

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Yes. The \"Field Name\" is the column name. The \"Field Label\" is just what appears in the form.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]},{"discussionID":109197,"type":"question","name":"Forms","excerpt":"I created two different forms and the data entered on both of them is saved in the same sheet. How do I get it to save on two separate sheets?","snippet":"I created two different forms and the data entered on both of them is saved in the same sheet. How do I get it to save on two separate sheets?","categoryID":321,"dateInserted":"2023-08-21T14:53:07+00:00","dateUpdated":null,"dateLastComment":"2023-08-21T21:46:32+00:00","insertUserID":165409,"insertUser":{"userID":165409,"name":"mpatton","url":"https:\/\/community.smartsheet.com\/profile\/mpatton","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!zDPQszzjyv0!iTHSYpyQ8H0!4mIm1J-gpMN","dateLastActive":"2023-08-21T23:16:32+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":45516,"lastUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-08-22T12:31:13+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":5,"countViews":28,"score":null,"hot":3385286979,"url":"https:\/\/community.smartsheet.com\/discussion\/109197\/forms","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/109197\/forms","format":"Rich","lastPost":{"discussionID":109197,"commentID":391727,"name":"Re: Forms","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/391727#Comment_391727","dateInserted":"2023-08-21T21:46:32+00:00","insertUserID":45516,"insertUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-08-22T12:31:13+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-21T20:23:16+00:00","dateAnswered":"2023-08-21T19:38:23+00:00","acceptedAnswers":[{"commentID":391698,"body":"

You would create the sheet first, then you can click on \"Forms\" in the top right corner of the new sheet to create the form.<\/p>


<\/p>

If you need a bunch of the same columns, You can \"Save as new\" the existing sheet and then just delete whatever you don't need from each sheet.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&categoryID=321&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&sort=-hot&limit=3&expand%5B0%5D=all&expand%5B1%5D=-body&expand%5B2%5D=insertUser&expand%5B3%5D=lastUser&status=accepted","prevURL":null,"currentPage":1,"total":4966,"limit":3},"title":"Trending in Smartsheet Basics","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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