Automations

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Action Block : Create a new Grid sheet from a template","excerpt":"Is it possible to trigger an action block that will create a new Grid sheet from a template? I'm trying to create an automation wherein if a new row is added to an existing grid sheet it will trigger the creation of a new grid sheet from a template and copy the details of the new row.","categoryID":321,"dateInserted":"2021-06-14T22:52:29+00:00","dateUpdated":"2021-06-14T22:59:54+00:00","dateLastComment":"2021-06-15T07:03:28+00:00","insertUserID":137088,"insertUser":{"userID":137088,"name":"Joseph Espino","url":"https:\/\/community.smartsheet.com\/profile\/Joseph%20Espino","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!GvtGH-EX3zQ!wp9Hf8U9uvo!R90vSkfT4t6","dateLastActive":"2021-06-15T13:43:27+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":137088,"lastUserID":8888,"lastUser":{"userID":8888,"name":"Andrée Starå","title":"Smartsheet Expert Consultant & Partner | Workflow Consultant \/ CEO @ WORK BOLD","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/0PAU3GBYQLBT\/nXWM7QXGD6464.jpg","dateLastActive":"2023-07-12T16:52:34+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":1,"countViews":124,"score":null,"hot":1,"url":"https:\/\/community.smartsheet.com\/discussion\/80348\/automation-action-block-create-a-new-grid-sheet-from-a-template","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/80348\/automation-action-block-create-a-new-grid-sheet-from-a-template","format":"Rich","groupID":null,"statusID":2,"attributes":{"question":{"status":"answered","dateAccepted":null,"dateAnswered":"2021-06-15T07:03:28+00:00","acceptedAnswers":[]}},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"tags":[{"tagID":204,"urlcode":"Forms","name":"Forms"},{"tagID":334,"urlcode":"automations","name":"Automations"}],"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}]},{"discussionID":80263,"type":"question","name":"Copy Row Automation - New Row Remains Linked?","excerpt":"Hello, When using the copy row function in automation is there a way to designate the copied row as linked to the source row? The easiest use case to explain this function would be a Risk Register Rollup where projects maintain their own RRs and when new entries are made it sends those rows to the RR rollup. As status…","categoryID":322,"dateInserted":"2021-06-11T13:58:51+00:00","dateUpdated":null,"dateLastComment":"2021-06-14T21:49:18+00:00","insertUserID":127663,"insertUser":{"userID":127663,"name":"Taylor Compton - NOAA Federal","url":"https:\/\/community.smartsheet.com\/profile\/Taylor%20Compton%20-%20NOAA%20Federal","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/avatarstock\/nSKJ2BAYVP7XH.png","dateLastActive":"2022-01-27T17:21:17+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":8888,"lastUser":{"userID":8888,"name":"Andrée Starå","title":"Smartsheet Expert Consultant & Partner | Workflow Consultant \/ CEO @ WORK BOLD","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/0PAU3GBYQLBT\/nXWM7QXGD6464.jpg","dateLastActive":"2023-07-12T16:52:34+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":5,"countViews":63,"score":null,"hot":5,"url":"https:\/\/community.smartsheet.com\/discussion\/80263\/copy-row-automation-new-row-remains-linked","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/80263\/copy-row-automation-new-row-remains-linked","format":"Rich","groupID":null,"statusID":2,"attributes":{"question":{"status":"answered","dateAccepted":null,"dateAnswered":"2021-06-11T14:07:15+00:00","acceptedAnswers":[]}},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","allowedDiscussionTypes":[]},"tags":[{"tagID":334,"urlcode":"automations","name":"Automations"}],"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}]},{"discussionID":80266,"type":"question","name":"Dates in Exporting Reports","excerpt":"Hi - does anyone know of a way to add a date to the title of an excel export so when I automate updates each file is dated? Right now it sends just the report name each time.","categoryID":320,"dateInserted":"2021-06-11T14:41:31+00:00","dateUpdated":null,"dateLastComment":"2021-06-11T16:39:23+00:00","insertUserID":129581,"insertUser":{"userID":129581,"name":"Sara Campbell","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Sara%20Campbell","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!htjdYU7s_ZY!nEDQn2ihiWQ!myC69gloCfY","dateLastActive":"2023-07-11T14:20:50+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"},"updateUserID":null,"lastUserID":8888,"lastUser":{"userID":8888,"name":"Andrée Starå","title":"Smartsheet Expert Consultant & Partner | Workflow Consultant \/ CEO @ WORK BOLD","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/0PAU3GBYQLBT\/nXWM7QXGD6464.jpg","dateLastActive":"2023-07-12T16:52:34+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":116,"score":null,"hot":3,"url":"https:\/\/community.smartsheet.com\/discussion\/80266\/dates-in-exporting-reports","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/80266\/dates-in-exporting-reports","format":"Rich","groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2021-06-11T16:57:04+00:00","dateAnswered":"2021-06-11T14:48:01+00:00","acceptedAnswers":[]}},"bookmarked":false,"unread":false,"category":{"categoryID":320,"name":"API & Developers","url":"https:\/\/community.smartsheet.com\/categories\/api-developers","allowedDiscussionTypes":[]},"tags":[{"tagID":268,"urlcode":"Attachments","name":"Attachments"},{"tagID":334,"urlcode":"automations","name":"Automations"}],"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}]},{"discussionID":80259,"type":"question","name":"Sending approvals through email?","excerpt":"I see that Smartsheet has the ability to let someone know they have a task due by sending them an email with the task details. I am wondering if it is possible to subsequently send an email on Due Date +1 to say \"you had this task due yesterday, was it completed?\" with a Yes or No button for them to click. If they click…","categoryID":322,"dateInserted":"2021-06-11T13:39:45+00:00","dateUpdated":null,"dateLastComment":"2021-06-11T13:54:09+00:00","insertUserID":136966,"insertUser":{"userID":136966,"name":"Rebecca Bazzoni","url":"https:\/\/community.smartsheet.com\/profile\/Rebecca%20Bazzoni","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2021-06-11T13:59:23+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":8888,"lastUser":{"userID":8888,"name":"Andrée Starå","title":"Smartsheet Expert Consultant & Partner | Workflow Consultant \/ CEO @ WORK BOLD","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/0PAU3GBYQLBT\/nXWM7QXGD6464.jpg","dateLastActive":"2023-07-12T16:52:34+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":1,"countViews":52,"score":null,"hot":1,"url":"https:\/\/community.smartsheet.com\/discussion\/80259\/sending-approvals-through-email","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/80259\/sending-approvals-through-email","format":"Rich","groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2021-06-11T14:01:18+00:00","dateAnswered":"2021-06-11T13:54:09+00:00","acceptedAnswers":[]}},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","allowedDiscussionTypes":[]},"tags":[{"tagID":300,"urlcode":"Email Notifications","name":"Email Notifications"},{"tagID":319,"urlcode":"functionality","name":"functionality"},{"tagID":334,"urlcode":"automations","name":"Automations"}],"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}]},{"discussionID":80223,"type":"question","name":"Date Regenerating","excerpt":"Hello, is there a way to have information associated with a date to regenerate Every so often? For Example, we have a sheet that has an expiration date \"Designation Expiration\" and all the information after that is related to falling within that time period. We would like to have all of that information repopulate Every…","categoryID":322,"dateInserted":"2021-06-10T15:18:11+00:00","dateUpdated":null,"dateLastComment":"2021-06-11T12:40:18+00:00","insertUserID":130664,"insertUser":{"userID":130664,"name":"Dustin Whitehead","url":"https:\/\/community.smartsheet.com\/profile\/Dustin%20Whitehead","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!k_lCH-E8QLo!GeDAXilfrmY!-IjrTOG1NSg","dateLastActive":"2023-06-16T12:37:50+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"},"updateUserID":null,"lastUserID":130664,"lastUser":{"userID":130664,"name":"Dustin Whitehead","url":"https:\/\/community.smartsheet.com\/profile\/Dustin%20Whitehead","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!k_lCH-E8QLo!GeDAXilfrmY!-IjrTOG1NSg","dateLastActive":"2023-06-16T12:37:50+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":5,"countViews":51,"score":null,"hot":5,"url":"https:\/\/community.smartsheet.com\/discussion\/80223\/date-regenerating","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/80223\/date-regenerating","format":"Rich","groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/VZEYO24BI0LT\/smartsheet-snip.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"SmartSheet Snip.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2021-06-11T12:40:25+00:00","dateAnswered":"2021-06-11T12:31:00+00:00","acceptedAnswers":[]}},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","allowedDiscussionTypes":[]},"tags":[{"tagID":219,"urlcode":"Sheets","name":"Sheets"},{"tagID":254,"urlcode":"Formulas","name":"Formulas"},{"tagID":334,"urlcode":"automations","name":"Automations"}],"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}]}],"title":null,"subtitle":null,"description":null,"viewAllUrl":null,"isMainContent":true,"noCheckboxes":false}">