Create a new sheet from template using automation

whan

It would be extremely useful for automation to create a new sheet using a custom template. For example, if a cell changes to a specific value, it automatically creates a sheet or sets of sheets from a custom template depending on the selection.

vdemattei

This would be very useful for me as well. I'd like to create estimate templates for each project. I'd like for an automation to copy information (customer name, project number, address, etc.) from a row to a new sheet from a template sheet that I can then work in. I'd have a new sheet for each row (project). I could enter all the cost items for a particular project and have them total a sum, add tax, and maybe even reference back into my parent sheet with the total project estimate amount.

Right now, I have to use a completely separate document outside of Smartsheet and manually enter duplicate project information (which leaves room for errors)- or, I would have to manually copy a template each time I need to use it (and still manually enter all that duplicate project information). It's hard enough getting non-tech savvy people to use a new program, I'm trying not to add unnecessary tediousness to their new way of doing things as well.

whan

I am trying to take a row in one sheet to create a new sheet from a template and plug in the information into a specific column in the new sheet. Hopefully smartsheet will take some action with this idea...

Ryan Sides

Hi whan, we can do this through the API if you’re interested in going that route. Otherwise, this is what control center was built for. It’s a premium app through SS