Duplicate a smartsheet where we ourselves can color our duplicate smartsheet without making changes in the master smartsheetet?
Yes, you can! You can Save as new to create a copy and change it any way you'd like.
Depending on your need you could also save a sheet as a template if that would make it easier.
Would that work?
Have a fantastic week!
Workflow Consultant @ Get Done Consulting
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:[email protected] | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
Not quitei want to make changes to colors etc. in the copy smartsheet but if the customer puts new lines into the mother smartsheetet, then they must automatically also be included in the copy.
Am I understanding you correctly that you want to automatically add the rows that are added to the Main sheet to another sheet? Can you explain what you mean by the colors?
Can you describe your process in more detail and maybe share the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, [email protected])
Have you considered having your customer use a form to add new content to your spreadsheet? Then they wouldn't have to see the main smartsheet to begin with. Also, you could share a report with them that would allow them to view certain content from the main sheet. Just some ideas as you consider your workflow processes.
For more on Forms:
For more on reports:
we are a print company and we make jobs for various of our customers where we use smartsheet. It is typically the customer's smartsheet that is used and we are only invited to the cases. We want to make our own changes to the smartsetet without the customer seeing these changes. Since we have different production methods, we want to color the different lines in the sheet so that each employee can see what to do, but we do not want to change the client's sheets. We also want to control the different lines with colors for like started, finished, On pallet and checked etc., but we do not want the customer to see this.
At this point, we make an Excel document and color it to our needs, but every time there are changes, we need to create a new sheet. This is not durable or safe.
Not sure that I can use this for my problem, but I will watch the links
I'd be happy to have a quick chat about how to best set it up?
Please e-mail me at [email protected] and well take it from there.
Hello all! I have an automation workflow set up to record a date when a particular column changes to a specified value. Essentially I need to record a date when the "Current Stage" column changes to "Reevaluate/Schedule Final". See the workflow trigger screenshot below. I created this workflow and tested it on 11/16. It…
I use Outlook with my company. When a tagged email comes in from Smartsheets, I click on the "reply in Smartsheet" and it won't take me to any conversation box. It just opens the page, but not on the line that I need. Why is this happening? I updated this morning. Also, I get an Error message sometimes.
Hi - We number tasks in our Smartsheet grid using the format XXX.X. When we sort in descending order, the numbers are not in order. For example 200.0 appears below 001.0. Since it is in descending order 200.0 should appear before 001.0. We also want to start using four digits before the decimal point and want to know if…
Help shape the future of Smartsheet.
Share your ideas and feature requests.
©2023. All Rights Reserved Smartsheet Inc.