Automatically updating form links using a project template folder?
Hi,
I am currently building my Template Folder. I have a Project Dashboard that features a link to a form. (See Below). This form is used to populate a 'Project Update' Intake Sheet within the Template Folder.
However, when I 'Save as New' this Template Folder, the original link to the form remains. This means entries are being added to the old Intake Sheet, rather than the one in the new folder.
Ideally, I would like the form link to be automatically updated to the Intake Sheet in the new folder. I'd prefer not to manually change this form link each time.
Any advice on this would be much appreciated. Thanks.
Answers
-
Hello, Angus.
I can see where that get's frustrating. Instead of creating a hyperlink to the intake sheet, can you right click and select "link from cell in other sheet." Link it to the template. Theoretically every time you save the template as new, it should link it to the copied (new) version.
I did the same thing for my template I created for my workplace, and that is how I did it.Hope this helps!
-
Thanks for your message, Paul.
The link on my Project Dashboard to the Intake Sheet (the second shortcut link on the above screenshot) is working okay when I create a new Project Folder; it links to the newly created Intake Sheet.
However, the link to the Smartsheet Form used to update the Intake Sheet is not updating on the Project Dashboard when I create the new Folder. (This is the first shortcut link on the above screenshot). I am currently using the Form URL copied from this screen:
I was wondering if there was a way to have this Form link update dynamically, like the shortcut link to the Intake Sheet does upon the Template Folder being Saved as New.
Thanks
Categories
- All Categories
- 14 Welcome to the Community
- Customer Resources
- 66.1K Get Help
- 430 Global Discussions
- 149 Industry Talk
- 490 Announcements
- 5.2K Ideas & Feature Requests
- 85 Brandfolder
- 154 Just for fun
- 74 Community Job Board
- 499 Show & Tell
- 33 Member Spotlight
- 2 SmartStories
- 305 Events
- 36 Webinars
- 7.3K Forum Archives