Automatize the creation of new project sheet and synch them to the project master
Hello everybody,
as many other users, I organised my project in a master file, containing one row for each project, and several sheets for each single project, where the first row is a replica of the corresponding master file row, and the rest is dedicated to hierarchically organised tasks.
I have a business account, and I am struggling to figure out how to realise the following
- From a specific row of the master file, trigger the creation of a new sheet containing the row of the master file as its first row
- Export to the newly created file a predefined selection of the master file columns
- Make the newly created file structured as a template, which can be different according to the project type
- Synchronise bidirectionally the row of the master file with the first row of the single project file, such that each change on either ones is updated on the other one.
I am looking forward to solutions to each of these points, through the opportunity available to a business account, and understand if extending the account or accessing additional API would help.
Looking forward,
Tommaso
Answers
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I hope you're well and safe!
Have you explored using the Premium App, Control Center?
Is that an option?
I hope that helps!
Be safe, and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Hi Andre',
I could not find a clear documentation of how these issues are addressed by Control Center.
Would you mind pointing me in the right direction?
Best,
Tommaso
-
Have a look here.
✅Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up/Awesome or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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