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.
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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.
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...
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
Please do this. Having it as a premium product on an already premium product is just gouging.
Current state: After every quarter ends, the items within the sheet are manually moved to a newly created sheet.
Proposed state: After every quarter, the items within the sheet automatically move to a newly created sheet that is created by automation.
Hi, I was creating new dashboard and thought it'll be so nice to have easy drag and drop Report widget capability from Workspace Panel since I always group set of reports under one folder (for ease of finding them what goes on the dashboard). I think this would be great time saver especially if you have similar name…
In the Resource Management Plan Settings in Control Center, there is no way to link the Client and Project Code fields even though they are not Custom fields and part of the first 3 fields you enter when creating a new project. I can't select them in the Custom Resource Management Information Fields because they are not…
Since the license model has changed, the option to Share should default to VIEW, not EDIT. The View option allows less-experienced users to share that way by default, and share as Edit only when needed. This allows for less cleanup during true-up. This also prevents users from adding provisional licenses unknowingly.
