Project Name for Project Status Log and automations

LuRam
LuRam
edited 10/02/24 in Add Ons and Integrations

I'm working on a global update where I want to add a column to reflect the project name so all the automations include the correct project reference. We use a template that is consistent for every (new) project created. My goal is to add this new column to the overall admin template so both existing and future projects include it (get the global update.) How can I cross reference a sheet to this specific column, to ensure that the project name auto populates accurately for each project?

I was using the formula set up, and used formula —=({4. Task Tracker Range 1})—

However, once the update is completed the cells appear blank…

Answers

  • Hi Luram,

    I made a similar Template for all my projects by adding a column in a Template that is hidden and the column formula is equal to a field in the summary.

    ex.

    Then on a report or request form the project name will always appear correctly.

    Unfortunately, Smartsheet have not made an update to cross reference summaries and sheets so that you can automate it.

    Will this help?