Workflow utilizing data uploader and a template

Tristan Falcon

So here at my company, we have a project template. This template contains many setting, functions, workflows and conditional formats that help organize our information. We currently generate an excel template similar to the one in smartsheets then copy paste into our template.

My question is regarding the best way to get this excel template merged into our smartsheet project template. I would prefer not to create a new project sheet every project, attach the excel file and run a data uploader work flow. Also, importing doesn't work as it removes all the formatting from the template. There has to be a better way than just copy pasting, any suggestions?

I was hoping I could attach a file to the template itself and generate a new sheet when a new attachment is added, merging the new file into the new sheet. 

Richard Rymill SBP

Tristan, there are some choices to make this happen, zapier may help but I think the most efficient way is to deploy our Smarter Project initialiser Widget and then maybe add some extra API functionality to make this a smooth and efficient process?

https://www.smarterbusinessprocesses.com/smarter-mini-control-center/

 Happy to discuss your exact requirements on a Free initial Conference call? just email me with your best timing? Richardr@smarterbusinessprocesses.com  

Regards

Richard Rymill

Tristan Falcon

I will look into the smarterbusinessprocesses and see if I can find something to help out, thanks