Can you create an automation to automatically enter links in one sheet to a template?

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Currently, we have a sheet created from a form that we add hyperlinks to from a template we create to reflect the project health, status, and then manually hyperlink the template to this sheet.

We would love to run an automation that will automatically create a template and automatically enter these hyperlinks to the sheet (that comes in from the form).


Is this possible?

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  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
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    Hi @aimee.w

    I hope you're well and safe!

    Not sure I follow. Do you have access to the premium app, Control Center?

    Can you elaborate and share some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help.

    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.

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
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    @aimee.w

    Depending on the specifics, you can have a template structure that maintains the formulas and connects back to the main sheet.

    To have it automatically created, you need Control Center, a third-party solution, Smartsheet Bridge, or the Smartsheet API.

    Are any of those an option?

    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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