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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
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