Hey
Is there a way that I can save a folder, that I created, containing sub-folders, which contain sheets, reports and dashboards as a template set?
Hi Jana,
Yes and no!
It won't be seen as a Template Set in Smartsheet but as a Folder or a Workspace.
You'd use the Save as new feature on a folder or a Workspace and then use that in the same way as a template set.
Would that work?
Hope that helps!
Have a fantastic day!
Best,
Andrée Starå
Workflow Consultant / CEO @ WORK BOLD
Hi Andree,
This could be very helpful for me. I assume that certain kinds of content embedded in a dashboard---like dynamic views and or widgets using pivot tables---would still need to be recreated and mapped to the newly saved folder. Is that correct?
Thanks,
Anna
How can i create a Report widget that only shows a status with "red status" from my main data source? Do i need to create a separate data source on just my "red status"
Circling back to this….. Another year goes by and still no folder level sharing. Smartsheet developers don't listen to their clients. I have seen hundreds or posts and requests for this over the past 7-8 years. And still NOTHING!! This has been a huge issue for us as a company. As you can tell this is a sore spot for us…
Today a team member accidentally changed several rows by either deleting the data or the row itself. Do I download a snapshot of each one to restore? Some of them didn't seem to be too helpful. What is the protocol for restoring this information? I've only done this before with the help of a representative and it was…
