Sign in to join the conversation:
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
We have a large Smartsheet used in our warehouse that is on throughout the day. It automatically refreshes via a chrome browser extension every hour. It is the sole use of this computer, no other programs are run. The computer is generally on 24/7 but sometimes it does manage to switch itself off. The refresh needs to…
This discussion was created from comments split from: Can't access sheets.
I'm a newbie and have signed on. I'm wanting to use smartsheet as proposed in the below youtube promotional video. Has anyone worked out how to do this, I assume we could locate templates etc. But it seems like you need to be an expert in Smartsheet or pay for somone to set it all up?…
