Google Sheets Auto-create
How to automatically create a document every time a new row is added to your spreadsheet (or a row has changed)
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How to automatically create a document every time a new row is added to your spreadsheet (or a row has changed)
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Note - this is a ✨ Pro feature only avalaible on paid Portant Subscriptions
You can use Auto-create in Google Sheets source workflows to create automated workflows. These workflows can be triggered when a new row is added, or when data in a row is changed. In this guide we will show you how to:
Turn on Auto-create
How often does Auto-create run?
Auto-create when data in a row changes
Auto-create when a specific value changes e.g. Status
When you have created a workflow with Google Sheets as the source, you can turn on Auto-create in the top right corner. When you turn on Auto-create you will see the following options:
When you tun on Auto-create an Auto-create status will always be displayed in the top right corner here:
When Auto create is turned on, it will process any new rows of data added to the bottom of the spreadsheet table from the point in time it is turned on.
Note: Auto-create does not process any rows of data already stored in the spreadsheet. Only new rows of data added to the bottom of the spreadsheet will be processed
When Auto-create is turned on, Portant counts how many rows of data are in the spreadsheet. Then when Auto-create is ON, and a row of data is added after the last row, it will be processed by the workflow automatically.
If you want to have a spreadsheet with a formula in one of the columns, we recommend wrapping the formula in an IF Statement, to display nothing if there is nothing in the row, like this: =IF(A17="","",(**Your Formula**))
If you don't do this, then Portant will only process rows added below the the last row with a formula in it. For example:
Sometimes you might want to run auto-create when data in a row changes. Portant takes a snapshot of the data in your spreadsheet at the time this feature is turned on. Then whenever a change in the data is detected, Auto-create will process the row with the changed data. To turn on this feature, you can select the check box in the Automation panel here:
This can also be a great solution to prevent partially completed rows to be processes by Auto-create.
You can combine this feature with a that enables you to only process rows when a status is true. For example, you could have a status in a Spreadsheet that is either 'Draft' or 'Send'. Then when you want to process the row of data, you change the status to 'Send' like this:
To build this, you would turn on Auto-create when a specific value changes and then add a to only process data when the 'Status' is 'Send'
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