Copying Workspace Over - Form Links

I have created a Workspace "template" for my team to copy & use for each new project.

Is there a way to default settings when the team "Saves as New", such as ensuring that Automated Workflow & Alerts are copied and Any Reports, Dashboards, Sheet Hyperlinks and Cell Links will refer to "Newly Created Sheets"?

The team is 80+ people, and I want to ensure these settings are followed by default for all projects moving froward without having to rely on each individual selecting the correct criteria.

Answers

  • Ray Lindstrom
    Ray Lindstrom ✭✭✭✭✭✭

    Hello @ClaireWallace,

    Unfortunately there's no way to change the default setting for the Save as New feature.

    Newly Created Sheets is default already.

    Automated Workflows are default also. However unfortunately Recipients are not.

    This would make for a great Product Idea to submit if there's not one already.

    BRgds,

    -Ray

Help Article Resources

Want to practice working with formulas directly in Smartsheet?

Check out the Formula Handbook template!