Move and Copy Rows

When a project spans multiple sheets, automated move row and copy row workflows help you avoid the delay of manually moving work items from one sheet to another:

  • Immediately distribute new requests, orders, and more as they arrive.

  • Seamlessly transition items to the next project phase or team at the right moments.

  • Automatically archive completed work.

Move row streamlines your sheets so your team can focus on the most relevant work items. The moved rows will be added to your destination sheet and removed from your source sheet.

When you need to maintain a record of work items on multiple sheets, copy row adds duplicates to the destination sheet without removing the rows from your source sheet.

Automatically Move or Copy Rows Between Sheets

With the Move row and Copy row actions, you can automatically move or copy a row to another sheet when conditions are met. Here’s an example:

  1. A procurement request is submitted to your sheet through a form.
  2. After adding details to the request, you assign this request to your IT team.
  3. The IT manager approves the request.
  4. The row containing the procurement request is automatically moved to an active IT project sheet for further action.

NOTES: 

  • To create a workflow that automatically moves or copies rows, both you and the owner of the source sheet must have Owner- or Admin-level sharing permissions to the destination sheet.
  • If you attempt to create a workflow that automatically moves or copies a row from a sheet that has proofing enabled, you will receive an error stating, "To save this workflow, disable proofing on this sheet. Otherwise, select a different destination sheet." See Troubleshoot Issues with Proofing for more  information. 

 


Set up an automated Move or Copy rows action

In your source sheet:

NOTE: In order for a sheet to appear in the Select a sheet window, both you and the owner of the source sheet must have Owner- or Admin-level sharing permissions to the destination sheet.

  1. Create a new workflow by selecting Automation > Create a Workflow. (For more information about creating workflows, see Save Time and Work Faster With Automated Workflows.)
  2. Under Select an action, select Move rows.

    Workflow action block image
  3. Under Move rows or Copy rows, choose Select a sheet.

    The Select a sheet window appears.

    select a sheet image
    NOTE: In order for a sheet to appear in the Select a sheet window, both you and the owner of the source sheet must have Owner- or Admin-level sharing permissions to the destination sheet.
  4. Choose your destination sheet, then click OK.

Now that you’ve added the Move rows or Copy rows action to your workflow, you can save it. You can also add conditions, change the workflow trigger, and make further changes to other aspects of the workflow if needed.
 


 

Move or Copy rows behavior

Keep the following in mind when moving or copying rows between sheets:

  • When a row is moved, it will be deleted from the source sheet and added to the destination sheet. When copied, it will be retained in the source sheet, and it will be added to the destination sheet.
  • The row will be placed at the bottom of the destination sheet and can then be manually dragged up or down to a different location.
  • Any attachments or comments on the row will be moved automatically to the destination sheet.
  • The history for cells in the row will still be available (right click a cell and click View Cell History, where you will see "Row was moved from another sheet").
  • Any formulas in the row will be replaced with static values in the destination sheet.
  • If the source sheet contains columns that the destination sheet does not, these columns will be created in the destination sheet when the row is moved or copied.

IMPORTANT: If proofing is enabled on the source sheet, Move row and Copy row workflows will not work. You will not be able to create Move or Copy row workflows, and existing Move and Copy row workflows won’t run once proofing is enabled. For more information on proofing, see Troubleshoot Issues With Proofing.