Smartsheet template with approval request
Hello,
We will need to create multiple number of sheets periodically and thinking of creating them from a Template.
The sheets will be quite basic/plain - mainly contain free text, drop down list, number and dates. I am quite sure this can be accommodated by the template.
Can the template also cater for Approval requests? It will be the same approver each time as well - so it's quite straight forward. Or is this approval request something that needs to be done manually per sheet once it's created off a template?
Thank you.
Comments
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Hi Gery,
There are a few different ways to structure it and to answer your question about the Approval Requests. Yes, a Template can have the information included by default.
- One Template per sheet
- A folder used as a template for the sheets that need to be created periodically
- A Workspace used as a template for the sheets that need to be regularly created
Hope that helps!
Which method would work best for you?
Have a fantastic day!
Best,
Andrée Starå
Workflow Consultant @ Get Done Consulting
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Hello,
Method 1 is probably the one that will work best. We'll create a template for sheet.
I'm still a bit unsure. Can you please confirm for me, if I understand you correctly, in the sheet template, we can include approval request - the same rule, the same approval - as part of the template?
Thank you, and sorry for repeating myself!
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Ok.
Happy to help!
Yes, I can confirm that it will work. The only thing that might not stay is if you have it set up to go to specific people. If I remember correctly, it actually works, but I'm not 100% sure. It could be that the description below isn't updated.
- Although all alerts & action rules are preserved in the template, any rules that are configured to be sent to specific people (as opposed to a Contact list column) will exclude the email addresses. You must re-enter these email addresses in to these types of alerts & actions rules on any new sheets created from the template.
More info: https://help.smartsheet.com/articles/522123-creating-using-templates#createtemplate
Will it work the way you need?
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Thank you, Andrea. I will give it a try, and write more comments if I need more assistance. Cheers.
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