Categorising sheets
Comments
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What is the new solution without folders?
I have a couple of clients I work with and they can share the same project staff (sheet owners). A new non-descript document was recently shared with me and without the ability to make a "Client Name" folder to drop it into, no client name on the sheet, no admin access, plus no access to the full workspace, and same sheet owners, I cannot find a solution to know what each sheet is without opening it. I obviously do not have any admin or necessary permissions to drop it into my workspace.
Without the ability to categorize this with a folder (deprecated) or workbook (no permission), how am I able to separate this client's "Non-descript Sheets" from my other client's "Non-descript Sheets"? Do I now have to open several sheets to hunt down the needed sheet every time I need to view a sheet?
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Hi @AMLB
I suppose the issue arises from Smartsheet's recent decision not to support folder creation in the "Sheets".
To replicate your problem, I shared my sheets in the "Sheets" folder with other users with Editor permission.
The user will get notifications like these.
The user will see the sheets in the "Sheets" section, similar to the image below.
As described in the discussion above, since you cannot create a folder and the sheet names are the same, you cannot "know what each sheet is without opening it."
Possible Solution - Use Sheet Links
First, create a sheet. In the new "Sheets" policy, you need to create a sheet in a workspace.
Name the workspace as "__Sheets", for example. "__" is added to put at the top of the workspaces.
Name the sheet, "Sheets Folder Sheet", for example.
For each shared sheet, open the File menu and navigate to the "Properties" menu to find the "Sheet Link".
Copy and paste it into the above sheet, specifically into the column labeled "Sheet Link", as shown above.
Then, using the hierarchy, create a folder-like structure, and put the necessary information to identify what the sheet is about.
In the example above, I set the Sheet Name as the primary column, set sheet names as parent rows, and in a separate column, "Description", I entered descriptions such as "Client A".
For example, if you have been shared many sheets with the same name, "Sales", you can put "Sales" in the parent row. Then, for each child row, enter the description, such as Client A, B, and C, along with the Sheet Link.
This way, you can create a folder-like access to sheets in the "Sheets"
(Note: Published Sheet Link is added for you to check how the "Sheets Folder Sheets" works to access each sheet.
