How to Create Duplicate Folder maintaining references and links in newly created sheets?

jacob_soaps

So I have created a project template in a folder, which contains several sheets, forms and dashboards that all reference one another. I used to work with Smartsheet and there was an option to "Save as New" when I right-clicked on the folder, but that no longer is an option. How do I create a duplicate of the folder?

*RESOLVED: I clicked the "Browse" tab on the left hand side and it gave me a slightly different version of the file navigator, and the option was there.

Levon

Glad you found it, Jacob.

You can also get to the same option via the Workspace tab if you don’t mind a couple of extra clicks — I’ve attached a quick step-by-step PDF for anyone who may need it.

One thing to watch out for: if your dashboard contains hardcoded URLs, you may need to update them in the copy. In particular, embedded forms don’t always update when the dashboard is duplicated, so a form embedded on the new dashboard can still submit to the sheet in the original folder.

Save a Copy of a Folder - Step by Step.pdf