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.
As one of the system admins, it is absurd to me that I cannot view or have access to all of the items created in my organization. We have over 11,000 reports, sheets, and dashboards and I can't see them. I have no visibility to if people are using our plan for their own personal use, or what kind of work is going on unless…
Our sheets & workspaces require many people to have Admin level capabilities, which means that when someone requests access to a sheet or workspace, that email is sent to every Admin. This causes confusion and higher risk of no access granted (because people have learned to ignore the emails) or the wrong level of access…
Today you can create a form and add logic. If that logic requires that requests need to be made for X days in the future you can add logic to help. For instance is the date requirement is not met you can hide fields so that information cannot be submitted completely. You can display a banner if date requirements are not…
