Can I use global update on a sheet template's form?

Patrick Yaeger
Patrick Yaeger ✭✭✭
edited 04/30/23 in Smartsheet Basics

I would like to do a Global Update in Control Center on a sheet template's form. This will allow me to update the form on a specific sheet in 70+ projects very efficiently. My worry is that this functionality is not available and instead I will need to go into each project, find the specific sheet, and manually update the form for 70+ projects.

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi @Patrick Yaeger

    I hope you're well and safe!

    Unfortunately, it's not possible now, but it's an excellent idea!

    Please submit this as a Product Feedback or Idea (If it hasn't been added already) when you have a moment.

    I hope that helps!

    Be safe, and have a fantastic weekend!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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  • Thanks for the reply and info.

    Basically, after a user adds a new row to a sheet using a form, I want a particular column to show a default value. The form doesn't currently have a hidden field that adds the default value. As a workaround, could I use global update to update the column in question to add a column formula that looks for any new blank cell on a new row and makes it the default value? Is that a common solution that could be used to go around the inability to globally update a form?

  • Genevieve P.
    Genevieve P. Employee Admin

    Hi @Patrick Yaeger

    You could apply a column formula using Global Updates, however keep in mind that it will replace/update all cells in that column. This means you would want to ensure that the formula created outputs the value you'd like for all possible scenarios. It also means those cells would not be manually editable anymore, so you couldn't have both the default value and a manual entry, does that make sense?

    We'd be happy to help you create the formula if needed, but it would be helpful to know the full scenario and a screen capture of an example sheet (but block out sensitive data).

    Thanks,

    Genevieve

  • Hi @Genevieve P.

    Thanks for the info. I also reviewed a column formula that would be located in a hidden helper column. Basically, I needed all new rows to have 'active' as the default value in the Status column. Then, when a row's info became inactive, a user would change the status to inactive and the relevant report would group the inactive entries below active entries. However, after further consideration of user experience I decided the best path forward was just to spend the time going through 75 forms and setting a hidden default value for the column/field.