Automation to create a new set of Folders and Sheets
Hi Team,
I am hoping to create an automation that will, on click - "New Product drop down YES/NO" cause a new folder to create with 2 sheets, 3 reports and Dashboard. Basically we have projects that we are doing and the structure is the same. So as we get another project all I was hoping for is a once solution to form the necessary folder/sheet/reports.
Thoughts ....
Answers
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@Rod Sanderson What you are talking about would require Smartsheet Control Center, or there is another option that I call "Control Center Lite" if you didn't want to go for the full Control Center Suite.
Otherwise, you'd have to manually use your template and choose "Save as New" to create a new project from a template workspace or folder.
If you wanted information on the control center lite option, send me a message at https://www.smartsheetguru.com/contact/ and I can email you some details.
Darren Mullen, smartsheetguru.com
Get my 7 Smartsheet tips here
Author of: Smartsheet Architecture Solutions
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Darren thanks for your response - can you give me a costing on the "Control Center Lite"? This sounds interesting especially if it does some of the background tests to set up the processes for success. Where can I find out more?
