Self-updating report based on sheets in folder

BarneeLBarneeL
edited 12/09/19 in Formulas and Functions
07/31/19 Edited 12/09/19

Hi there,

Is there a way that I can build a report so that when a new sheet is added to a smartsheet folder, the contents of the sheet then automatically gets compiled into a report?

I saw that it was possible to select a folder when building a report, which I was really hoping would have that functionality. But it looks like it just takes a static view of what is in the folder at the time of originally selecting it.

Alternatively, can I write a formula or cell reference that would automatically reference a new sheet? (Can use tools such as zapier to input a formula on a row once a new sheet is created).

Comments

  • Andrée StaråAndrée Starå ✭✭✭✭✭
    edited 07/31/19

    Hi Barnee,

    Unfortunately, it's not possible at the moment with folders, (only workspaces work) but it's a great idea!

    I also don’t think it’s possible with Zapier but I’ll get back to the post if I find a way  

    Please submit an Enhancement Request when you have a moment.

    Hope that helps!

    Have a fantastic day!

    Best,

    Andrée Starå

    Workflow Consultant @ Get Done Consulting

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    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 about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Richard Rymill SBPRichard Rymill SBP ✭✭✭✭✭

    Barneei

    What you ask for is a very popular requirement and the way to do it is to choose the Workspace that the new Sheet will reside in and yes, you will automagically see data from that sheet in Reports and Dashboards. 

    You are right you cannot do this using just Folders so have a think about how your smartsheets are set up to make life easier?

    If you do need better automation then our API wizards can help? Our Project Initialiser app does similar things. 

    [email protected] 

     

     

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi Chris,

    @h1pst3r88

    It should work as long as the sheets are located in the Workspace, and it's selected in the Report builder.

    Doesn’t that work for you?

    I hope that helps!

    Be safe and have a fantastic weekend!

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

    ✅Did my post help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected].com | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Paul NewcomePaul Newcome ✭✭✭✭✭

    @h1pst3r88 I agree with @Andrée Starå. It should work regardless of whether a sheet is in a folder or not so long as the workspace is selected in the Report Builder. I have a few reports set up to look at an entire workspace and it is designed to pull new sheets as they are added within a folder within another folder within yet another folder, and it works just fine.

  • @Paul Newcome @h1pst3r88@Andrée Starå Thanks for the discussion here. I just ran into the same issue. I have a variety of reports that use the same 2 folders full of sheets. I added a new sheet to one of the folders and none of the reports updated with the new sheet. Any updates or thoughts here? The way our infrastructure is set up, I don't want to select the entire Workspaces.

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